S&P 500 Earnings Trap: Can a 26% Profit Hurdle Survive the AI Capex Hangover?
2026 S&P 500 EPS forecasts of $340–$350 face an AI capex bill near $730B. Can margins hold and earnings grow 26%? Key risks, signals, and scenarios.
Showing 1–2 of 2
2026 S&P 500 EPS forecasts of $340–$350 face an AI capex bill near $730B. Can margins hold and earnings grow 26%? Key risks, signals, and scenarios.
Record Q4 revenue of $641.6M and EPS $1.84 at AeroVironment, plus 2027 guidance, pushed shares higher premarket. Drone stocks emerged as the non-AI momentum trade.