Evercore Sees S&P 500 Reaching 9,000 in Upside Scenario

Analyst

โดย GuruFocus·

Summary · why it matters

Evercore ISI strategist Julian Emanuel says the S&P 500 could climb to 9,000 over the next year, arguing that the AI-driven bull market still lacks the excesses that typically precede major market peaks. The call implies roughly 17% upside from current levels and suggests investors may be underestimating how much further the rally can run. Evercore's established year-end 2026 base case remains 7,750, while the firm has assigned roughly a 30% probability to an upside scenario reaching 9,000, driven particularly by AI-sensitive technology, communication-services and consumer-discretionary stocks. The firm is also finding opportunities outside the market's biggest AI winners, with analyst Kutgun Maral rating Fubo Outperform with an $18 target implying about 80% upside, and analyst Nicholas Amicucci setting a $51 target on SOLV Energy implying 62% upside.