S&P 500 Bulls

Goldman Sachs raised its year-end S&P 500 target to 8,000 from 7,600, implying roughly 6.4% upside from current levels, with the bank lifting its 2026 EPS forecast to $340 a share, a 24% surge in corporate profits that it expects to serve as the primary engine of market returns in the months ahead. Rising earnings estimates have outpaced price gains YTD, compressing the index’s valuation multiple even as the S&P 500 climbs roughly 9.8% on the year. Most notably, Goldman believes AI infrastructure investment alone will account for half of that earnings growth.

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BofA: Stock Valuations Stretched

May 27, 2026 1:12 PM | Gerelyn Terzo

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Bank of America is flashing a yellow light for investors, warning that the market’s relentless climb may be leaving little upside on the table heading into the summer months. The bank’s strategists note the S&P 500 has already hit their year-ahead target of 7,430, with several technical indicators signaling the rally is becoming stretched. “Risk-reward is deteriorating, and multiple indicators favor a more defensive stance,” the firm wrote to clients. “Base case: maintain trend-following longs into June, prepare for summer correction.”

Market Gainers

May 27, 2026 10:31 AM | Gerelyn Terzo

Live

Here’s a few of today’s top market gainers:

AppLovin (Nasdaq: APP) up 9.4%

MGM Resorts (NYSE: MGM) up 8.3%

CDW (Nasdaq: CDW) up 7.1%

Lululemon (Nasdaq: LULU) up 6.7%

United Airlines (NYSE: UAL) up 6.7%)

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