Goldman Sachs: Optimistic about the performance of the US stock market in 2026, six major technology companies will contribute nearly half of the growth

Goldman Sachs expects continued market strength in 2026 and has set a target of 7,600 for the S & P 500. Ben Snider, chief U.S. equity strategist at Goldman Sachs, said artificial intelligence-driven productivity will drive earnings higher, with earnings per share (EPS) for the S & P 500 expected to rise 12 percent to $305, with six major tech companies contributing nearly half of the growth. While big tech companies remain the main driver, Snider also expects earnings to improve for the rest of the index. He noted that risks ahead include a slowdown in the pace of easing by the Federal Reserve and pressure on margins, but he remained on a positive outlook overall.