Evercore ISI Sees S&P 500 at 7,750 by End-2026 on AI Momentum

Overview

• The target implies about a 20% rise from Friday’s close following an almost 10% year‑to‑date gain and four consecutive monthly advances.
• Bloomberg data shows the 7,750 call as the Street’s highest published 2026 S&P 500 target so far.
• Strategists point to double‑digit second‑quarter profit growth and broad upside surprises despite tariff and policy uncertainty.
• For 2025, Evercore cuts its year‑end S&P 500 target to 6,250, which sits below the recent 6,460 close.
• The outlined range runs from 9,000 in a bull case driven by stronger confidence to 5,000 in a bear case if inflation stays elevated and growth softens.