Citigroup raises S&P 500 year-end target to 8100
Citigroup raised its 2026 year-end target for the S&P 500 to 8,100 from 7,700, citing an artificial intelligence supercycle and resilient corporate earnings. The brokerage also increased its 2026 earnings-per-share forecast to $350 while warning of a potential market hangover after 2027.
CITIGROUP INC raised its 2026-end S&P 500 target to 8,100, representing a 10% upside based on resilient corporate earnings and artificial intelligence spending. This adjustment follows an 8% year-to-date gain for the index despite a sharp decline on Friday afternoon. The move signals confidence that AI-driven growth will outweigh short-term inflationary pressures and geopolitical risks in the United States.
### Earnings Resilience Drives Index Upward Citi lifted its index forecast from 7,700, reflecting a broader Wall Street trend of pushing benchmark targets beyond the 8,000 level. Citi also increased its 2026 S&P 500 EPS forecast to $350, up from the $320 estimate set in December 2025. Strategists introduced a preliminary 2027 earnings target of $400 per share.
