Goldman Sachs Lifts S&P 500 Year-End Target to 8,000

Goldman Sachs raised its 2026 year-end target for the S&P 500 to 8,000 from 7,600 on Tuesday. The new forecast represents a 6.4% increase from the index's last close of 7,519.12. Strong corporate earnings growth continues to power market returns, providing a buffer against macroeconomic volatility.

### AI Infrastructure Drives Earnings Growth Goldman Sachs analysts lifted EPS forecasts to $340 for 2026, representing 24% year-on-year growth. The brokerage further projected 2027 earnings to reach $385, a 13% increase from the prior year. AI infrastructure beneficiaries are expected to generate approximately half of the index's total earnings growth this year.