The S&P 500 isn't far off its record high. But some experts say fast-growing profits mean many stocks still look cheap.
Bank of America has issued a new S&P 500 forecast, projecting the benchmark index will reach 7,800 over the next 12 months.
A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about risk depending on your age.
“The Stock Market's Breezy Summer Is Over.
On September 2, TMX VettaFi Head of Research Todd Rosenbluth appeared on the Schwab Network to discuss ETF inflows nearing record highs in 2026 and the 50th anniversary of the first-ever index fund, the Vanguard 500 Index Fund.
While RBC Capital Markets, HSBC and Barclays all have price targets for the stock index around 8,000, they outline risks the market is facing.
Q2 '26 S&P 500 EPS growth is currently estimated to be 53%, until the Anthropic non-operating mark-ups are removed from Alphabet and Amazon, which reduces the growth to a still-quite robust 34.9% for Q2 '26. The forward P/E is still 20x down from 23x in early January '26. Remarkably, the S&P 500 “earnings yield” ended last week at 4.97%, still hovering around 5% - a yield level which drove a strong S&P 500 rally in early March '26. The rising 10-year Treasury yield is still below the 4.80% recent high and the 4.998% peak in late '23, after the FOMC rate hikes. A trade above 5% for the 10-year Treasury yield will likely have a marked impact on stocks.
Investors waiting for a market pullback may have reached one of the best buying opportunities of the year.
The S&P 500 faces short-term uncertainty from tariffs and rate hike risks, but its broader outlook remains bullish above 7,620.
The US stock market enters September with strong momentum but faces a familiar seasonal test, as the S&P 500 heads into a month that has historically delivered the weakest average returns of the year. The benchmark gained 2.6% in August, its strongest August performance since 2021, and is up 12.3% in 2026.
As U.S. stocks head into September, a key trading level suggests the S&P 500 could dodge a big loss in what is historically a turbulent month.
Internet total return charts assume 100% reinvestment and zero withdrawals, a luxury working investors have that retirees living off their savings do not. The "D-List" Stress Test: A look at three individually underperforming picks that absorbed multiple dividend cuts, suspensions, and a +50% drop in share prices for two of the three holdings. When you start assuming withdrawals, even "bad" income picks outperform a portfolio forced to sell at low prices.