CFRA RAISES S&P 500 TARGET TO 8,050
CFRA lifted its 2026 S&P 500 year-end target to 8,050 from 7,400, implying about 4% upside from current levels.
The firm also sees the index reaching 8,650 in 2027, citing strong earnings, resilient consumers, easing oil prices, AI investment, and favorable midterm election seasonality.
CFRA joins a growing list of Wall Street firms turning more bullish on U.S. equities.
"CFOs don't wake up wanting yield. They want better cash management."
Harris Leow of @ReapGlobal on turning corporate treasury into infrastructure where liquidity stays productive and instantly spendable.
"CFOs Meet LLMs", Cool but:
- I wouldn't trust LLM to suddenly forget what's after the "cutoff"; hence IMO forecasts are biased.
- LLMs were trained on all this CFO Survey data anyway, which could explain the similarities described.
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