S&P 493 Loading... : Bullish and Bearish Analyst Opinions

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10:00
Sep 02
Michael Batnick Managing Partner, Ritholtz Wealth Management The Compound News
Non-Mag7 margins expanding; be bullish.
S&P 500 ex-Mag7 net margins have expanded from below 11% in late 2023 to 13.6%, with projections near 15% by Q4 2027. Because AI-driven benefits should flow beyond the Mag7, investors should be bullish on the rest of the market rather than only the largest AI names.
S&P 493
HIGH
14:00
Aug 22
Torsten Slok Partner, Apollo Global Management Bloomberg Markets
S&P 493 margins should improve next.
Enterprises are investing heavily in AI, but margins for the S&P 493, meaning the S&P 500 excluding the Magnificent Seven, have not yet risen. Slok expects margin improvements over the next several quarters and says industries that can implement and adopt AI will become the next winners as the technology develops.
S&P 493
HIGH
23:00
Aug 21
Torsten Slok Partner, Apollo Global Management Bloomberg Markets
S&P 493 margins improve with AI
Margins for the S&P 493 have not yet risen from AI investment, but he expects margin improvements over the next several quarters and sees industries that implement and adopt AI as the next winners.
S&P 493
HIGH
13:00
May 29
Denise Chisholm Director of Quantitative Market Strategy, Fidelity Investments The Compound News
S&P 493 earnings recovery is just starting
Earnings growth for the S&P 493 (stocks outside the Magnificent Seven) is just beginning after a three-year contraction, with only four months into the recovery. This broadening is underappreciated and suggests sustained upside for non-Mag7 equities as margin expansion and earnings recovery continue symmetrically.
S&P 493
HIGH

About S&P 493 Analyst Coverage

Buzzberg tracks S&P 493 across 2 sources. 4 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (100%). 4 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Michael Batnick, Torsten Slok, Denise Chisholm.