83% of CFOs say U.S. stocks are overvalued, even as optimism about their companies rises

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Good morning. CFOs are feeling better about their own companies even as they become more cautious about markets and the broader economy. And concern is growing about the technology they’re racing to deploy.

Deloitte’s Q3 2026 CFO Signals survey, which polled 200 North American finance chiefs at companies with at least $1 billion in revenue, found that the CFO Confidence Score climbed to 6.1 from 5.9 last quarter, moving back into “high” territory.