S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations

S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Recent years have seen S&P 500 earnings growth consistently exceed expectations, reflecting strong corporate performance and favorable economic conditions, which have kept analysts optimistic about future growth. Image: Goldman Sachs Global Investment Research

Consensus EPS Growth Estimates

Consensus EPS Growth Estimates Consensus estimates project a 12% growth in S&P 500 earnings per share for 2025, indicating continued momentum in the corporate earnings landscape. Image: Goldman Sachs Global Investment Research

Valuation – Consensus Forward P/E vs. Expected EPS Growth

Valuation – Consensus Forward P/E vs. Expected EPS Growth While expected earnings growth, particularly in technology, partly justifies U.S. equity valuation premiums, investors should be wary of risks associated with elevated expectations. Image: Goldman Sachs Global Investment Research

S&P 500 Consensus Quarterly Earnings Actual and Consensus Estimates

S&P 500 Consensus Quarterly Earnings Actual and Consensus Estimates Despite a promising earnings outlook that could sustain market strength, investors would be wise to consider potential risks and already stretched market valuations. Image: Morgan Stanley Research

Difference Between Realized and Consensus Estimate of S&P 500 EPS

Difference Between Realized and Consensus Estimate of S&P 500 EPS While S&P 500 companies continue to beat EPS estimates, indicating underlying strength, recent data suggests this trend is moderating compared to previous quarters Image: Goldman Sachs Global Investment Research

S&P 500 – Consensus Year-End Target

S&P 500 – Consensus Year-End Target The S&P 500 has surpassed many Wall Street strategists’ year-end projections, prompting a flurry of revised forecasts and raising questions about the sustainability of the current bull market. Image: Bloomberg

China GDP Growth Consensus Estimates

China GDP Growth Consensus Estimates GDP upgrades are likely to spur interest in China’s markets, encouraging asset allocation towards sectors that align with the country’s economic transformation. Image: BofA Global Investment Strategy

S&P 500 Historical FY2 EPS Revisions vs. Consensus EPS

S&P 500 Historical FY2 EPS Revisions vs. Consensus EPS Recent downward revisions in S&P 500 EPS estimates for 2024-25 reflect a cautious approach from analysts, primarily driven by economic uncertainties. Image: BofA US Equity & Quant Strategy

Sell Side Consensus Indicator

Sell Side Consensus Indicator The Sell Side Indicator, which tracks Wall Street strategists’ equity allocation recommendations, has remained unchanged in September. The current level suggests that the S&P 500 may see positive gains over the next 12 months. Image: BofA US Equity and Quant Strategy

Global EPS Model vs. Consensus EPS

Global EPS Model vs. Consensus EPS BofA indicates a trend of slowing growth in its global earnings per share model, reflecting a shift toward a more cautious economic outlook. Image: BofA Global Investment Strategy

Earnings – S&P 500 Consensus EPS Revision

Earnings – S&P 500 Consensus EPS Revision 2024 EPS estimates reflect a typical non-recessionary trend, indicating a favorable market outlook and the possibility of strong corporate profits. Image: Goldman Sachs Global Investment Research