---
title: "S&P 500 climbs as blowout earnings lift 2026 forecasts"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286893539.md"
description: "BofA raised its 2026 S&P 500 EPS estimate to $335 following a 26% year-over-year increase in Q1 earnings, marking the strongest growth in years. Key sectors like energy, materials, industrials, and tech are thriving, driven by AI demand and rising commodity prices. However, geopolitical tensions, potential tariff changes, and weaker consumer credit may pose risks to market momentum in 2026."
datetime: "2026-05-19T10:19:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286893539.md)
  - [en](https://longbridge.com/en/news/286893539.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286893539.md)
---

# S&P 500 climbs as blowout earnings lift 2026 forecasts

Earnings smash forecasts: BofA hiked its 2026 S&P 500 EPS estimate to $335 after Q1 earnings rose 26% year over year, the strongest in years. Broad sector strength: Energy, materials, industrials, and tech are all outperforming, with AI demand and commodity price spikes boosting multiple sectors. Risks on horizon: Geopolitical tensions, potential tariff changes, and expected weaker consumer credit could temper market momentum later in 2026.

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