将我们的S&PEPS增长预测提高至11%，并将我们的12个月指数目标提高至6300
增长黑盒&久谦中台·2024-10-07 16:08
4 October 2024 | 5:01PM EDT O M 2131d4eaf4cb4d50b1d51c8af07b64b4 US Equity Views Raising our S&P 500 2025 EPS growth forecast to 11% and lifting our 12-month index target to 6300 n Ahead of 3Q 2024 earnings season, we raise our 2025 S&P 500 EPS forecast to $268 (+11% year/year) from $256 (+6%) and introduce a 2026 EPS estimate of $288 (+7%). We maintain our long-held full-year 2024 EPS forecast of $241 (+8%). n Our revised estimates are above the 2025 and 2026 top-down strategist consensus estimates. We ass ...