HomeEverythingEducation
Equities & FundsCrypto & Digital AssetsAI & TechnologyBusiness & CorporateUS Politics & PolicyGeopolitics & Global RiskMacro, Rates & FXCommodities & EnergyEuropean Politics & MarketsAsia-PacificReal Estate & Property
Story archiveAll categories
← All Stories

JPMorgan Lifts S&P Target on Earnings 'Supercycle'

Created at 3 Jun · 8:34 AM1 source↑ Market-relevant
IN SHORT

JPMorgan Private Bank's EMEA equity strategy head, Nataliia Lipikhina, raised the S&P target, anticipating a US earnings 'supercycle' to drive stocks to new records. She projects 20% earnings growth in 2026.

✉Newsletter

PiQ Daily

Pick your topics. Get only what matters, on your cadence.

Key Numbers

20%projected earnings growth in 2026

Who's Involved

Nataliia Lipikhina
Head of EMEA equity strategy at JPMorgan Private Bank
JPMorgan Private Bank
Financial institution that raised S&P target
JPMorgan Lifts S&P Target on Earnings 'Supercycle'

↳ Why This Matters

This outlook from a major financial institution suggests potential for further market gains, driven by corporate profitability, which could influence investor sentiment and asset allocation decisions.

Key facts

  • JPMorgan Private Bank has raised its S&P target.
  • The bank anticipates a US earnings 'supercycle'.
  • JPMorgan projects 20% earnings growth in 2026.

Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, has announced an upward revision of the bank's S&P target. She attributes this adjustment to an anticipated 'supercycle' in US corporate earnings, which she believes will propel stock markets to new record highs. Lipikhina specifically forecasts that earnings growth for 2026 could reach 20%. This outlook suggests a positive sentiment towards the equity market driven by expected strong corporate performance.

Frequently asked questions

JPMorgan anticipates a 'supercycle' in US corporate earnings, projecting 20% growth in 2026.

JPMorgan Private Bank has recently lifted its target for the S&P 500.

The statements were made by Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank.

Get the newsletter.

Pick the topics you actually care about. We'll email when there's news worth your time, on the cadence you choose. Cancel any time from your account.

Cadence
CME Headlines
  • New Product Summary: Initial Listing of Fifty-Five (55) Single Stock Futures Contracts — Effective July 27, 2026
    27 Jul · 4:32 PM
  • New Product Summary: Initial Listing of Twenty-Two (22) Micro Single Stock Futures Contracts - Effective July 27, 2026
    27 Jul · 4:11 PM
  • Initial Listing of Additional Event Contract Swaps on Pro Golf Tournaments
    9 Jul · 9:41 AM

How It Developed

3 Jun · 7:55 AM
JPMorgan Private Bank has raised its S&P target, expecting a US earnings "supercycle" to drive stocks to new records, with 20% earnings growth anticipated in 2026.
Bloomberg | Technology via PiQSuite

Sources

T1
JPMorgan Lifts S&P Target on Earnings 'Supercycle'm.piqsuite.com

Related Stories

JPMorgan Hires Michael Flynn to Lead New Small-Cap Banking Business
8 Jul · 3:03 PM
HSBC downgrades EM equities on AI spending fears
8 Jul · 12:04 PM
Levi Strauss raises annual outlook on steady denim demand
8 Jul · 8:17 PM
Goldman Sachs forecasts 50% jump for CATL shares amid energy storage growth
9 Jul · 2:40 AM
Goldman Sachs sees buyout opportunities in Japan, South Korea, Australia
9 Jul · 4:19 AM