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Source document· March 28, 2026

S&P 500: Goldman Sachs says this is the key question in Q2

View original at finance.yahoo.com
S&P 500: Goldman Sachs says this is the key question in Q2 Investing.com -- U.S. equities are navigating a complex landscape of compressed valuation multiples and resilient corporate fundamentals as the market prepares for the first-quarter earnings season of 2026…
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  • The S&P 500 has retreated by 9% from its January highs, driven largely by surging oil prices, rising interest rates, and the persistent instability caused by the Iran war

    60% confidence

  • The current positioning is likely insufficient to spark a rally without a clear improvement in the fundamental outlook

    60% confidence

  • Readings below -1 on the U.S. Equity Sentiment Indicator have historically preceded above-average returns

    60% confidence

  • The market's pricing of economic growth indicates further potential downside for stocks should the regional conflict in the Middle East continue to escalate

    60% confidence

  • Analysts paradoxically raised 2026 earnings-per-share (EPS) forecasts by 3% despite the P/E multiple compression

    60% confidence

  • Goldman Sachs maintains a base-case forecast of 12% EPS growth for the S&P 500 in 2026, assuming the current disruptions do not become severely prolonged

    60% confidence
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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