Tech Sector Shows Accelerating EPS Growth

With markets closed Jan. 19, the author previews Q4 2025 earnings over the next two weeks and notes LSEG I/B/E/S acknowledged a mid-December data glitch that appears resolved. S&P 500 expected EPS growth rose from +20.9% to +25.4% as of Jan. 16, 2026, the tech sector is forecast at +31.1% for 2026, and MAG-10 earnings (Microsoft Jan. 28, Apple Jan. 29; Nvidia and Broadcom late Feb.) will be pivotal for guidance.
Key Points
- 1Show S&P 500 expected EPS growth rising from +20.9% to +25.4% by Jan 16, 2026
- 2Highlight AI-driven tech momentum, with tech sector forecasted +31.1% growth for full-year 2026
- 3Advise monitoring MAG-10 earnings (Apple, Microsoft Jan 28–29; Nvidia, Broadcom late Feb) for guidance
Scoring Rationale
Industry-wide relevance and official IBES data support the update; limited original analysis reduces transformative impact.
Sources
Public references used for this report.
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