The 2025 Estimated S&P 500 EPS Growth Rate Has Improved From +9% In July 2025 To +14% On Dec 12, 2025
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Brian Gilmartin, CFA11.1K FollowersFollow5ShareSavePlay(4min)CommentsSummary2026 is expected to see +14% S&P 500 EPS growth. 2025 was on track for 9% growth as recently as 5 months ago.Even with Broadcom and Oracle's earnings reports last week (noting the stock reaction), the expected "technology sector" growth rates were still revised slightly higher.Per TrendSpider’s S&P 500 weekly chart, the S&P 500 could have a sizable correction and not violate the Bollinger band downside trend line. Per the Nasdaq 100 daily chart, QQQ is backing further away from the 10/29/25 637 all-time high.The forward 4-quarter estimate for the S&P 500 EPS figure edged above $300 this week to $303.64 from last week’s $296.15.
Getty Images Rather than bury the lede, the title tells readers the surprise received this weekend after updating S&P 500 EPS estimate this week. My guess is LSEG had a problem with some of their data in the last few weeks, sinceThis article was written byBrian Gilmartin, CFA11.1K FollowersFollowBrian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.Quick InsightsWhat is the latest forward S&P 500 EPS estimate and its significance?The forward four-quarter S&P 500 EPS estimate rose sharply to $303.64, indicating a substantial positive revision and strong underlying earnings momentum.How have S&P 500 2025 and 2026 EPS growth estimates changed recently?2025 EPS growth estimates climbed from 9% to 14% in five months, while 2026 is now projected at $316, up from $300 in July.What technical risks are highlighted for the S&P 500 and Nasdaq 100?Technical charts show both indexes could experience a sizable correction without violating key trend lines, warranting caution despite bullish fundamentals.Recommended For You