Factbox-Major brokerages' forecasts for S&P 500 index in 2026

Sept 16 (Reuters) - Global ‌brokerages expect ​the ​benchmark S&P 500 index to extend its rally in 2026, betting on ‌AI momentum and strong corporate earnings, while ⁠the war in Iran continues to weigh on ‌investor sentiment.

Strategists expect AI-led ‌earnings strength to offset the short-term economic impact from the conflict in the Middle ​East, even as concerns over higher inflation and disruption to global energy flows persist.

Major ⁠brokerages including Goldman Sachs and Citigroup expect the benchmark index ​to reach 8,000 or higher by the year-end. In contrast, BofA Global Research ​and Wells Fargo remain ‌more cautious, forecasting levels below the broader consensus.

The following are some of ⁠the forecasts on the performance of U.S. stocks this year:

Forecasts for stocks:

Brokerage 2026 S&P 500 index target

BofA ⁠Global Research 7,400

Jefferies 7,500

Canaccord Genuity 7,500

BNP Paribas 7,500

Wells Fargo 7,700

Evercore ISI 7,750

Seaport Research Partners 7,800

RBC Capital ​Markets 7,900

Barclays 7,950

J.P.Morgan 8,000

Deutsche Bank 8,000

Societe Generale 8,000

Goldman Sachs 8,000

Morgan Stanley 8,000

UBS Global Research 8,100

Oppenheimer Asset Management 8,100

Citigroup 8,100

UBS Global Wealth Management 8,100

HSBC 8,100

Wells Fargo Investment 7,800-8,000

Institute

* UBS Global Research ‌and UBS Global Wealth Management are distinct, independent divisions in UBS Group

* ‌Wells Fargo Investment Institute is a wholly ⁠owned subsidiary of Wells ‌Fargo Bank

(Compiled ​by the Broker Research team in Bengaluru; Editing by Rashmi Aich and Sherry ‌Jacob-Phillips)

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