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	<title>Search Results for &#8220;EPS growth&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;EPS growth&#8221; &#8211; ISABELNET</title>
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		<title>Consensus EPS Growth Estimates</title>
		<link>https://www.isabelnet.com/eps-growth-and-consensus/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 19 May 2026 08:30:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=26923</guid>

					<description><![CDATA[Consensus EPS Growth Estimates Wall Street&#8217;s optimism is holding firm despite the Middle East conflict. Analysts see S&#38;P 500 earnings climbing 22% in 2026 and 15% in 2027, while small caps are projected to surge 40% this year and 38% next year. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. ISM Manufacturing Index vs. S&#038;P 500 EPS Annual % Change</title>
		<link>https://www.isabelnet.com/ism-manufacturing-index-vs-sp-500-eps-annual-change/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 13 May 2026 08:33:25 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66453</guid>

					<description><![CDATA[U.S. ISM Manufacturing Index vs. S&#38;P 500 EPS Annual % Change With the ISM Manufacturing Index and S&#38;P 500 earnings growth moving hand in hand, either ISM climbs into the high 50s as the cycle heats up, or earnings estimates reset lower. At this point in the cycle, the revisions tend to come first. Image:&#8230;]]></description>
		
		
		
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		<title>YoY Growth in S&#038;P 500 Cash Use</title>
		<link>https://www.isabelnet.com/buybacks-and-sp-500-use-of-cash/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 12 May 2026 08:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=18568</guid>

					<description><![CDATA[YoY Growth in S&#38;P 500 Cash Use S&#38;P 500 companies are shifting cash to capex, led by AI, while buybacks stall. The result may be weaker EPS support and a thinner cushion for stock prices. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Earnings Growth &#8211; Consensus vs. Historical Norms</title>
		<link>https://www.isabelnet.com/earnings-sp-500-yoy-operating-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 08 May 2026 08:33:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=50232</guid>

					<description><![CDATA[S&#38;P 500 Earnings Growth &#8211; Consensus vs. Historical Norms Historically, S&#38;P 500 earnings have risen 6.5% annually. The 18.6% call for 2026 is more than twice that rate, and forecasts for 2027 still around 16%. That kind of optimism tends to look compelling right up until it doesn&#8217;t. Image: Real Investment Advice]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Median Company EPS Growth</title>
		<link>https://www.isabelnet.com/sp-500-eps-growth-vs-price-performance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 08 May 2026 08:30:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=23022</guid>

					<description><![CDATA[S&#38;P 500 Median Company EPS Growth Earnings growth for the S&#38;P 500 median company is running in the double digits, the strongest pace in four years, lifted by AI enthusiasm and confident outlooks from executives. Image: Deutsche Bank]]></description>
		
		
		
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		<title>Earnings Growth &#8211; Mag 7 and S&#038;P 500 ex-Mag 7</title>
		<link>https://www.isabelnet.com/eps-earnings-per-share-growth-forecast/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 07 May 2026 08:31:26 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=40116</guid>

					<description><![CDATA[Earnings Growth &#8211; Mag 7 and S&#38;P 500 ex-Mag 7 The Magnificent Seven are pacing for 32% earnings growth this year, more than double the S&#38;P 500&#8217;s 15%. With tech momentum still running hot, betting against them looks like a tough call. Image: J.P. Morgan Asset Management]]></description>
		
		
		
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		<title>Share of S&#038;P 500 Company Quarter-Ahead EPS Guidance Above Consensus Estimates</title>
		<link>https://www.isabelnet.com/earnings-sp-500-eps-growth-forecasts-vs-consensus/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 07 May 2026 08:30:43 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=64335</guid>

					<description><![CDATA[Share of S&#38;P 500 Company Quarter-Ahead EPS Guidance Above Consensus Estimates Strong earnings and confident forecasts are keeping corporate America bullish on near-term profits, adding fuel to already rich valuations. As long as companies deliver, investors are willing to look past rich pricing. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 YoY EPS Growth</title>
		<link>https://www.isabelnet.com/sp-500-eps-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 04 May 2026 08:30:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=88703</guid>

					<description><![CDATA[S&#38;P 500 YoY EPS Growth Wall Street&#8217;s 2026 playbook is working so far, with first-quarter S&#38;P 500 earnings on track for their fastest growth in five years. At last, the market has the profit momentum to back the hype. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Hyperscaler Quarterly Capex Growth</title>
		<link>https://www.isabelnet.com/sp-500-operating-eps-vs-capex/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 30 Apr 2026 08:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=62492</guid>

					<description><![CDATA[Hyperscaler Quarterly Capex Growth Over the next few quarters, hyperscalers are set to slow capex growth, which could drag on valuations while leaving them more vulnerable in the supply-strained battle for AI leadership. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Mega-Cap Growth &#038; Tech Positioning</title>
		<link>https://www.isabelnet.com/mega-cap-growth-tech-positioning/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 28 Apr 2026 08:30:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=93549</guid>

					<description><![CDATA[Mega-Cap Growth &#38; Tech Positioning Positioning in mega-cap growth and tech sits at just the 32nd percentile, still underweight and nowhere near crowded, which keeps upside potential intact. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
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		<title>Change in 12-Month Forward EPS for S&#038;P Tech Sector Firms</title>
		<link>https://www.isabelnet.com/sp-500-quarterly-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 20 Apr 2026 08:30:49 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=55936</guid>

					<description><![CDATA[Change in 12-Month Forward EPS for S&#38;P Tech Sector Firms Nearly all of the year-to-date increase in S&#38;P tech forward earnings traces back to SanDisk and Micron. Excluding those names, revisions look subdued and the growth narrative starts to look less convincing. Image: Bloomberg]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 vs. Forward EPS</title>
		<link>https://www.isabelnet.com/sp-500-consensus-ntm-eps-estimates-vs-sp-500-price/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 17 Apr 2026 08:33:30 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=69002</guid>

					<description><![CDATA[S&#38;P 500 Annual Rate of Change vs. Annual Change in GAAP Earnings The S&#38;P 500 tends to track corporate earnings, so strategies built on profit growth make sense for investors playing the long game. In the end, it&#8217;s earnings that lift stocks and sustainable growth beats short-term noise every time. Image: Real Investment Advice]]></description>
		
		
		
			</item>
		<item>
		<title>Equity Positioning and S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/discretionary-investors-equity-positioning-vs-sp-500-eps-revision-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 13 Apr 2026 08:30:42 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=123937</guid>

					<description><![CDATA[Equity Positioning and S&#38;P 500 EPS Growth Equity positioning is bracing for a sharp earnings slowdown, but recent data are undermining that story. If the gloom fades, risk appetite may rebound fast and lift stocks. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Tech &#8211; 3-Month Change in Price vs. 3-Month Change in FY2 EPS</title>
		<link>https://www.isabelnet.com/u-s-tech-and-global-markets-nasdaq-composite-vs-msci-world-ex-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 10 Apr 2026 08:30:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=29121</guid>

					<description><![CDATA[U.S. Tech &#8211; 3-Month Change in Price vs. 3-Month Change in FY2 EPS Until recently, U.S. tech earnings and stock returns have run hand in hand. With the correlation breaking down, dips are looking more like entry points, supported by solid growth prospects tied to AI adoption. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Estimated Share of S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/sp-500-yoy-eps-growth-estimate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Apr 2026 08:31:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=33757</guid>

					<description><![CDATA[Estimated Share of S&#38;P 500 EPS Growth AI infrastructure spending is expected to drive about 40% of S&#38;P 500 earnings growth this year, and around 28% in 2027. It&#8217;s a strong tailwind for profits today, but one that leaves the market increasingly dependent on it. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations</title>
		<link>https://www.isabelnet.com/sp-500-quarterly-yoy-eps-growth-relative-to-consensus-expectations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 01 Apr 2026 08:31:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=83742</guid>

					<description><![CDATA[S&#38;P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Consensus expects S&#38;P 500 earnings to rise 12% year on year in 1Q 2026, led by strong tech‑sector profits. Once again, it&#8217;s the tech names doing the heavy lifting. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Recession &#8211; Leading Economic Index (LEI) vs. U.S. GDP</title>
		<link>https://www.isabelnet.com/recession-economic-output-composite-index-vs-lei/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 27 Feb 2026 09:33:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=71698</guid>

					<description><![CDATA[Recession &#8211; Leading Economic Index (LEI) vs. U.S. GDP A recession isn&#8217;t on the radar for 2026, but the Conference Board&#8217;s Leading Economic Index keeps sliding, hinting that growth could still lose steam this year. The coming months may reveal how resilient the U.S. economy really is. Image: Real Investment Advice]]></description>
		
		
		
			</item>
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		<title>Global Earnings Growth</title>
		<link>https://www.isabelnet.com/earnings-2021-quarterly-sp-500-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 19 Feb 2026 09:30:34 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=40702</guid>

					<description><![CDATA[Global Earnings Growth Global earnings growth has climbed about 15% year-on-year in Q4 2025, the strongest pace in years, powered by robust gains in U.S. tech and a resurgence across emerging markets. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>S&#038;P 500 Buybacks vs. S&#038;P 500 Composite 12-Month Trailing EPS</title>
		<link>https://www.isabelnet.com/share-buybacks-vs-sp-500-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 29 Jan 2026 09:33:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=63562</guid>

					<description><![CDATA[S&#38;P 500 Buybacks vs. S&#38;P 500 Composite 12-Month Trailing EPS Corporate buybacks and earnings growth have risen hand in hand. Much of that growth, though, reflects companies lifting their own share prices. With valuations stretched, investors should ask what they&#8217;re really paying for. Image: Real Investment Advice]]></description>
		
		
		
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		<item>
		<title>S&#038;P 500 Earnings &#038; Estimates and Earnings Growth Trend Line</title>
		<link>https://www.isabelnet.com/sp-500-ltm-eps-and-long-term-trend-in-earnings/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 28 Jan 2026 09:33:10 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=58694</guid>

					<description><![CDATA[S&#038;P 500 Earnings &#038; Estimates and Earnings Growth Trend Line S&#38;P 500 earnings have significantly outpaced historical growth trends. If profits start to slip in the coming quarters, richly valued stocks could face a sharp reckoning. Image: Real Investment Advice]]></description>
		
		
		
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