智通财经网·2026-02-02 12:21Group 1 - Goldman Sachs strategist Ben Snyder indicates that the earnings outlook for U.S. companies in 2026 remains solid, alleviating concerns raised by lackluster earnings reports [1] - More than half of the S&P 500 companies that have issued 2026 earnings per share forecasts have provided guidance above analyst expectations, surpassing the historical average of over 40% [1] - Approximately 78% of S&P 500 companies have reported earnings that exceeded expectations during the current earnings season, although this is lower than the previous two quarters [1] Group 2 - Lockheed Martin's stock rose by 4% after predicting 2026 profits above analyst expectations, while Verizon's adjusted profit and free cash flow forecasts exceeded consensus, leading to the largest stock increase since October 2008 [5] - Meta's stock surged by 10% following a much stronger than expected revenue forecast, helping to offset the impact of increased AI-related expenditures [5] - In contrast, disappointing earnings reports have led to significant stock declines, as seen with Microsoft, whose stock fell sharply due to underwhelming growth figures from its Azure cloud computing business [5] Group 3 - The consensus earnings growth expectation for the S&P 500 index remains largely unchanged since the start of the earnings season, with Goldman Sachs projecting a 12% growth, while analyst consensus stands at 13.5% [5] - JPMorgan strategist Mislav Matejka describes the earnings season as "encouraging," noting that strong earnings delivery should support corporate capital expenditures, with this trend appearing to accelerate and expand [5]