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There Is Talk In The Markets About An 'Earnings Bubble.' Goldman Sachs Strategists Say Worries Are Overblown.

Summary by IBTimes
Analysts led by Ben Snider said they expect growth to slow, but not to collapse.

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The profits of the S&P 500 increased by 51% in the second quarter. Goldman Sachs expects a slowdown, but not a collapse, with the AI in the middle of the scenario.

The recent strength of S&P 500 profit growth raised concerns among investors that the market is in a profit bubble. Goldman Sachs estimates a 14% return on S&P 500, reaching 8,700 points, due to the expectation of continued expansion of profits as the main engine of the high market. [...]

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Goldman Sachs says fears of US earnings bubble are misplaced

Goldman Sachs strategist Ben Snider argues S&P 500 profit growth reflects real AI-driven gains, not a bubble, projecting the index to reach

(Teleborsa) - Wall Street wonders about the sustainability of the record profits of American companies, and the suspicion that you are facing a bubble is anything but unfounded. Yet the picture that emerges does not...

Goldman Sachs claims that fears about a profit bubble in the U.S. are unfounded and expects the S&P 500 to continue to grow.

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IBTimes broke the news in New York, United States on Friday, September 18, 2026.
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