Story perspectives

Yardeni Ups S&P 500 Target to 8,250, Boosts EPS Forecasts

5/11/2026

Summary

Story summary

Ed Yardeni, president of Yardeni Research, raised his year-end S&P 500 target to 8,250, up from 7,700.
He lifted the large-cap earnings-per-share forecast to $330 and the 2027 EPS outlook to $375.
Revenue-per-share expectations rose to $2,200 for 2026 and $2,300 for 2027.
He increased the odds that the “Roaring 2020s” will continue to 80% while keeping recession odds at 20% and maintained a global-stock recommendation favoring emerging markets excluding China.

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Story summary

Ed Yardeni, president of Yardeni Research, raised his year-end S&P 500 target to 8,250, up from 7,700.
He lifted the large-cap earnings-per-share forecast to $330 and the 2027 EPS outlook to $375.
Revenue-per-share expectations rose to $2,200 for 2026 and $2,300 for 2027.
He increased the odds that the “Roaring 2020s” will continue to 80% while keeping recession odds at 20% and maintained a global-stock recommendation favoring emerging markets excluding China.