UBS lifts S&P 500 forecast to 7900 on AI and spending
UBS Global Wealth Management increased its 2026 year-end forecast for the S&P 500 from 7,500 to 7,900 while raising earnings estimates. Strategists cited strong semiconductor demand and resilient economic growth as primary drivers for the index's continued upward trajectory.
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UBS Global Wealth Management raised its 2026 year-end forecast for the S&P 500 to 7,900 from 7,500. The revision implies 6% upside from the last close and follows Morgan Stanley raising its target to 8,000 on strong AI-driven investments and earnings optimism, though largely overlooking inflation risks from higher oil prices tied to the Middle East conflict. Investors see a sustained bull market in the United States driven by AI infrastructure and resilient consumption.
