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	<title>Search Results for &#8220;EPS&#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&#8221; &#8211; ISABELNET</title>
	<link>https://www.isabelnet.com</link>
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		<title>Five-Year Credit-Default Swaps on Hyperscalers and Chipmakers</title>
		<link>https://www.isabelnet.com/bank-credit-default-swaps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 23 Oct 2026 08:31:48 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Five-Year Credit-Default Swaps on Hyperscalers and Chipmakers The AI boom is pushing credit risk to new highs. The race to build is becoming a race to borrow. And protection against default keeps getting more expensive. Image: Bloomberg]]></description>
		
		
		
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		<title>MSCI AC World EPS</title>
		<link>https://www.isabelnet.com/msci-world-eps-and-south-korea-exports/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 22 Oct 2026 08:31:41 +0000</pubDate>
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					<description><![CDATA[MSCI AC World EPS Earnings are holding up, and analysts still see room to lift estimates. The Street is betting AI can boost margins without sending capex soaring. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Estimated Contribution of Hyperscaler Capex to S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/oil-prices-and-consensus-capex/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 20 Oct 2026 08:30:02 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Estimated Contribution of Hyperscaler Capex to S&#38;P 500 EPS Growth AI spending is still rising, but its boost to earnings is set to fade. Slower capex growth and higher depreciation will leave profits with less of a tailwind. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Performance Based on Congress Makeup &#8211; Average S&#038;P 500 Annual Return</title>
		<link>https://www.isabelnet.com/performance-based-on-congress-makeup-average-sp-500-index-annual-return-and-average-gdp/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 08 Oct 2026 08:32:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Performance Based on Congress Makeup &#8211; Average S&#38;P 500 Annual Return Since 1951, U.S. stocks have averaged annual gains of 13.7% under a Republican president and 17% under a Democratic president when Congress was divided. Investors have welcomed the gridlock, which keeps sweeping policy shifts in check. Image: Carson Investment Research]]></description>
		
		
		
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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>Thu, 08 Oct 2026 08:30:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Consensus EPS Growth Estimates U.S. small caps are poised to lead Wall Street&#8217;s earnings race, with profits forecast to surge 31% in 2026 and 50% in 2027. S&#38;P 500 earnings are expected to grow 33% and 15%, respectively. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Hyperscaler Cloud Revenue Backlogs</title>
		<link>https://www.isabelnet.com/percent-of-sp-500-companies-beating-revenue-and-eps-estimates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 08 Oct 2026 08:30:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=37928</guid>

					<description><![CDATA[Hyperscaler Cloud Revenue Backlogs Hyperscalers&#8217; backlogs keep growing as cloud and AI demand accelerates. For now, the orders are there, but that&#8217;s not proof the spending will pay off. 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>Mon, 05 Oct 2026 08:30:05 +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 Analysts expect S&#38;P 500 earnings to jump 27% year on year in 3Q 2026, powered largely by strong tech profits. Once again, tech is carrying the market. Image: Goldman Sachs Global Investment Research]]></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>Fri, 02 Oct 2026 08:30:26 +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 expected to deliver 57% earnings growth this year, more than double the 23% expected for the rest of the S&#38;P 500. With tech still running hot, betting against them looks like a losing trade. Image: J.P. Morgan Asset Management]]></description>
		
		
		
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		<title>Contribution to Consensus S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/consensus-eps-growth-expectations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 30 Sep 2026 08:31:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=15549</guid>

					<description><![CDATA[Contribution to Consensus S&#38;P 500 EPS Growth Strong 2026 earnings growth has helped bring down the S&#38;P 500&#8217;s forward P/E multiple. Consensus expects growth to cool in 2027 and 2028, but slower earnings growth alone is not a sell signal. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Economic Growth vs. S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/u-s-economic-growth-vs-sp-500-eps-growth-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 25 Sep 2026 08:30:16 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=34636</guid>

					<description><![CDATA[U.S. Economic Growth vs. S&#38;P 500 EPS Growth S&#38;P 500 earnings growth has surged far beyond what U.S. GDP growth would historically justify, sparking debate over whether this is a temporary overshoot or the start of a new earnings regime. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Discretionary Positioning vs. Earning 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>Wed, 23 Sep 2026 08:31:42 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Discretionary Positioning vs. Earning Growth Discretionary investors are still positioned cautiously relative to the strength of earnings growth. With revisions still supportive and macro risks contained, more cash could move into stocks. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 2027 EPS Growth Based on Semiconductor Gross Margin Scenarios</title>
		<link>https://www.isabelnet.com/buyback-contribution-to-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 23 Sep 2026 08:30:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=15370</guid>

					<description><![CDATA[S&#38;P 500 2027 EPS Growth Based on Semiconductor Gross Margin Scenarios With semiconductors now an outsized, high-margin engine for the S&#38;P 500, 2027 earnings growth is highly sensitive to how chip margins evolve. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Real Trailing 4Q EPS Relative to 30-Year Trend</title>
		<link>https://www.isabelnet.com/sp-500-trailing-4-quarter-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 23 Sep 2026 08:30:11 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=35284</guid>

					<description><![CDATA[S&#38;P 500 Real Trailing 4Q EPS Relative to 30-Year Trend S&#38;P 500 earnings are running well above a 30-year trend. That&#8217;s good news for profits, but a warning for valuations if the boom starts to cool. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Hyperscaler Capex</title>
		<link>https://www.isabelnet.com/sp-500-operating-eps-vs-capex/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 18 Sep 2026 08:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=62492</guid>

					<description><![CDATA[Hyperscaler Capex US hyperscalers are on track to spend $806 billion this year, with annual capex projected to reach $1.234 trillion by 2027. That kind of spending points to an AI infrastructure supercycle, not just another phase of cloud growth. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Valuation &#8211; S&#038;P 500 Fwd 12-Month P/E Multiple vs. EPS Yield Gap vs. Real 10-Year U.S. Treasury</title>
		<link>https://www.isabelnet.com/valuation-sp-500-ntm-p-e-vs-gap-between-sp-500-earnings-yield-and-u-s-10-year-treasury-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 15 Sep 2026 08:30:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=50951</guid>

					<description><![CDATA[Valuation &#8211; S&#38;P 500 Fwd 12-Month P/E Multiple vs. EPS Yield Gap vs. Real 10-Year U.S. Treasury So far in 2026, U.S. equities have digested higher rates mostly through multiple compression, leaving the valuation gap to bonds largely intact. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Forward P/E Ratio and Forward EPS</title>
		<link>https://www.isabelnet.com/earnings-expectations-sp-500-index-and-12-month-forward-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 11 Sep 2026 08:31:49 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=59564</guid>

					<description><![CDATA[S&#38;P 500 Forward P/E Ratio and Forward EPS Sustainable bull markets are driven by corporate earnings and fundamentals, not just hope. Vibes can lift prices for a while, but profits are what keep the rally going. Image: BCA Research]]></description>
		
		
		
			</item>
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		<title>EPS &#8211; GS Top-Down vs. Consensus Bottom-Up Estimates</title>
		<link>https://www.isabelnet.com/valuation-gs-top-down-vs-consensus-bottom-up-estimates-of-2020-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 11 Sep 2026 08:30:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=27190</guid>

					<description><![CDATA[EPS &#8211; GS Top-Down vs. Consensus Bottom-Up Estimates Goldman Sachs is adopting a more cautious stance than the street, expecting S&#38;P 500 EPS to rise 24% in 2026, reaching approximately $340. That is notably below the 31% growth projected by consensus estimates. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Quarterly EPS Seasonally Adjusted</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, 09 Sep 2026 08:30:10 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=58694</guid>

					<description><![CDATA[S&#38;P 500 Quarterly EPS Seasonally Adjusted S&#38;P 500 earnings are running 14% above their nine‑decade trend. Can profits stay this far ahead of history? If they drift back toward the mean, today&#8217;s rich multiples could lose their support faster than investors think. Image: Deutsche Bank]]></description>
		
		
		
			</item>
		<item>
		<title>Largest Contributors to the YTD Change in NTM EPS for MSCI AC World</title>
		<link>https://www.isabelnet.com/msci-acwi-ex-u-s-and-sp-500-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 04 Sep 2026 08:30:15 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=6397</guid>

					<description><![CDATA[Largest Contributors to the YTD Change in NTM EPS for MSCI AC World Most of the Technology sector&#8217;s positive earnings revisions have come from its more cyclical areas, particularly semiconductors and related hardware. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<item>
		<title>Magnificent Seven Minus S&#038;P 500 ex Magnificent Seven EPS Growth</title>
		<link>https://www.isabelnet.com/earnings-growth-vs-the-sp-500/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 27 Aug 2026 08:31:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=22427</guid>

					<description><![CDATA[Magnificent Seven Minus S&#38;P 500 ex Magnificent Seven EPS Growth After years of leading, the Magnificent Seven&#8217;s EPS growth has cooled to the point where the rest of the S&#38;P 500 is now growing faster, reversing the 2023–2025 dynamic. Image: J.P. Morgan]]></description>
		
		
		
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