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business1d ago
Unpacking the bullish stock-market forecasts from Morgan Stanley and JPMorgan for 2026
- JPMorgan sets a 2026 S&P 500 target of 7,500, implying roughly 10% upside driven by earnings growth
- Morgan Stanley projects a 2026 S&P 500 target of 7,800, about 14% upside, aided by a rolling recovery and AI gains
- Both banks view AI productivity gains as a key driver of higher profits in 2026
- Analysts warn past forecasts have undershot actual results, highlighting uncertainty in 2024 results
- The outlook emphasizes earnings growth as the main driver of upside for 2026
- The analysis notes a resilient economy will support that earnings expansion into 2026
- AI-driven productivity gains are highlighted as a multiplier for profits in 2026
- The piece originates from BI's coverage and the First Trade newsletter
- Investors should monitor forecast updates as 2026 outlook evolves
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