What is Tom Lee's S&P 500 prediction for 2026?

Tom Lee predicts the S&P 500 will reach 7,700 by the end of 2026.

What are the main growth drivers for 2026 according to Fundstrat?

Fundstrat identifies AI, energy infrastructure, blockchain, and on-shoring as key growth drivers.

Which sectors does Fundstrat favor for 2026?

Fundstrat favors technology (including AI and crypto), basic materials, energy, and financials.

Home / Business and Economy / Bull Market Alive: S&P 500 Eyes 7,700 by 2026

Bull Market Alive: S&P 500 Eyes 7,700 by 2026

13 Dec, 2025

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Summary

Fundstrat targets S&P 500 at 7,700 by end of 2026.
AI, energy, blockchain, and on-shoring to drive growth.
Key sectors for 2026 include tech, AI, crypto, energy.

Bull Market Alive: S&P 500 Eyes 7,700 by 2026

The current bull market is expected to continue, with the S&P 500 potentially reaching 7,700 by the close of 2026, according to Fundstrat Global Advisors. This optimistic outlook persists despite investor apprehension surrounding artificial intelligence (AI) valuations and anticipated shifts within the Federal Reserve.

Fundstrat identifies AI, energy infrastructure, blockchain advancements like tokenization, and on-shoring as the primary catalysts for future earnings and growth. The firm has adjusted its sector preferences, shifting to an overweight stance on materials and energy, while decreasing its weighting on consumer discretionary.

For 2026, key sectors favored by Fundstrat include technology (with a focus on AI and cryptocurrencies like Bitcoin and Ethereum), alongside basic materials, energy, and financial sectors that have experienced recent downturns. Stock ideas within these favored sectors are being closely monitored.