Bottom-Up Consensus S&P 500 EPS Estimates

Bottom-Up Consensus S&P 500 EPS Estimates Could consensus EPS estimates for 2025 be overly optimistic, painting a rosy picture? Image: Goldman Sachs Global Investment Research

U.S. ISM Manufacturing PMI vs. S&P 500 EPS Growth

U.S. ISM Manufacturing PMI vs. S&P 500 EPS Growth A rise in the U.S. ISM manufacturing PMI is suggesting positive growth in 1Q EPS, with expectations of outperforming the initial projections. Image: BofA US Equity & Quant Strategy

S&P 500 EPS Growth vs. Buyback Growth

S&P 500 EPS Growth vs. Buyback Growth While EPS growth may be one factor influencing a company’s decision to repurchase its own shares, it is just one of many potential drivers of buyback activity. Image: Goldman Sachs Global Investment Research

S&P 500 EPS

S&P 500 EPS Goldman Sachs predicts a robust 8% growth in earnings per share (EPS) for the year 2024, followed by a steady 6% growth in 2025, driven by a combination of robust sales growth and conservative margin expansion. Image: Goldman Sachs Global Investment Research

S&P 500 EPS vs. Trend

S&P 500 EPS vs. Trend Do consensus EPS estimates for 2024 and 2025 accurately reflect an optimistic outlook, or are they overly optimistic? Image: J.P. Morgan

Total Equity Fund Flows vs. S&P 500 EPS Growth

Total Equity Fund Flows vs. S&P 500 EPS Growth Over the past 5 weeks, equity funds have seen inflows of $75 billion. The relationship between equity fund inflows and the growth in earnings of S&P 500 companies exhibits a discernible correlation. Image: Deutsche Bank Asset Allocation

U.S. Economic Growth vs. S&P 500 EPS Growth

U.S. Economic Growth vs. S&P 500 EPS Growth Economic growth is a driver of earnings growth, as it creates opportunities for businesses to expand their operations, increase sales, and generate higher profits. Image: Goldman Sachs Global Investment Research

S&P 500 EPS Growth Estimates

S&P 500 EPS Growth Estimates Analysts still expect S&P 500 earnings to improve going forward. Image: Goldman Sachs Global Investment Research

S&P 500 EPS and Index Level Forecasts

S&P 500 EPS and Index Level Forecasts Goldman Sachs expects S&P 500 EPS to be $237 in 2024, and has set a price target of 4,700 for the S&P 500 in the first half of 2024. Image: Goldman Sachs Global Investment Research