The Q1 2026 earnings reporting season—when most companies deliver Q4 2025 results—is shaping up to be a bullish catalyst for the S&P 500.
Uncertainty and concerns, bricks in the Wall of Worry, kept analysts from lifting their estimates in late 2025, despite the many strengths revealed in Q3 that were setting the index up to outperform. As of year-end, the consensus estimate is rising but remains well below where the tally will likely be at the end of the period.
