Yardeni Research President Raises 2026 Year-End S&P 500 Forecast – Here’s His Prediction

The president of sell-side Wall Street firm Yardeni Research says his company is raising their 2026 S&P 500 forecast amid a strong earnings environment.

In a new CNBC interview, Ed Yardeni notes their projection increased from 7,700 to 8,250 by year-end.

“I’ve been bullish but not bullish enough. As it turns out, the earnings estimates of analysts have been phenomenal. I’ve never seen anything like it. The first quarter earnings season that we’re finishing up now has turned out to be gangbusters. Not only that, but the analysts are actually raising their estimates for the second, third and fourth quarters. And the year as a whole, they’re talking about something like 23%, which is an extraordinary increase in an economy that’s been growing all along.”

Yardeni encourages investors not to underestimate the resilience of the economy despite the ongoing geopolitical turmoil related to the Iran War.

The veteran