Goldman Sachs has boosted its S&P 500 target for 2026 to 8,000. This optimistic outlook is driven by strong corporate earnings and continued investment in artificial intelligence. The firm anticipates robust profit growth, with AI-related companies expected to be major contributors. This revision reflects growing confidence in the US stock market's future performance.

Goldman Sachs raised its 2026 S&P 500 year-end target to 8,000 from 7,600, projecting 17% total returns driven by expected 12% EPS growth.

O grande direcionador da valorização, segundo os estrategistas do banco, será o crescimento contínuo dos lucros, tal qual foi visto até o momento em 2026