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* DeItaone
*Walter Bloomberg
@DeItaone

YARDENI LIFTS S&P 500 TARGET TO 8,400 Ed Yardeni raised his S&P 500 target to 8,400 from 8,250, citing “fabulous earnings momentum.” He now expects 2026 S&P 500 earnings of $375, up from $330, as companies broadly beat forecasts. Yardeni sees the earnings-driven rally continuing and maintains his 10,000 target for 2029. He puts recession and bear-market risk at just 20%, viewing any major pullback as a buying opportunity.

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S SPXplunger
Sauxy @SPXplunger ·

@DeItaone 🤣

I Yasmin32115465
Investment Assistant. @Yasmin32115465 ·
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N Dj317930123
NOBODY @Dj317930123 ·

@DeItaone Why not 10k VRO 🤣

S StonkcastShow
Stonkcast @StonkcastShow ·

@DeItaone Impressive considering the P/E ratio on $SPY is historically elevated right now x.com/StonkcastShow/status/208…

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A azrael_options
Azraël @azrael_options ·

@DeItaone Yardeni's 8,400 target assumes $375 EPS for 2026, up from $330. That's a lot of optimism already priced in. The Fed pause is no surprise. The real risk is if earnings estimates get cut later, the multiple will compress hard.

K kokocodes
kokocodes.base.eth 🌳 @kokocodes · 13K

@DeItaone Lol 😂 Impressive though.

W Web3Counsels
web3 lawyer 首席大律师 @Web3Counsels ·

@DeItaone 8400 on $375 eps is a 22.4x multiple. Yardeni is basically pricing AI margin expansion as base case, not upside. If 10Y holds 4.5% and tariff noise returns, that $375 print gets revised down fast. What part of "broadly beat" is actually outside tech and healthcare?

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S thedave2006
Stock Talk Thedave2006 Canada and US 🇨🇦 @thedave2006 · 11K

@DeItaone To and fro with analyst calls and at times add a perma to their name. Trade accordingly.

R nassquantum
Robert Nass @nassquantum · 20K

@DeItaone strong earnings can justify higher multiples if growth holds

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W ghayatthry_ravi
Web3NomadX @ghayatthry_ravi ·
M MacroBombastic
Macro Bombastic @MacroBombastic · 10K

@DeItaone earnings momentum is nice, but valuation already baked in

B bbkimhj100
Bbkim100 | Quant System Researcher @bbkimhj100 ·
F HopfNei
Felix @HopfNei ·

@DeItaone 10000 till 2029 is way too conservative. 20000 is more realistic.

J midnightmusicth
JooHyunRyu🌱 @midnightmusicth ·

@DeItaone This SEC meeting comes as the Senate's CLARITY Act remains stalled ahead of the August recess. Multiple regulatory tracks moving at different speeds is confusing short-term but healthier long-term.

G GeniusPothead
Genius💡💹🧲 🤖 @GeniusPothead · 416K

@DeItaone Yardeni is basically betting fundamentals keep cooking while valuations stretch higher

​ AstraXLabs
​AstraXLabs | astrax.sol @AstraXLabs ·

@DeItaone Yardeni is finally catching up to the reality of the AI productivity boom. 10k by 2029 is looking conservative at this point. Bullish.

M MrStealth27
Mr Stealth @MrStealth27 ·

@DeItaone Earnings up, risks down momentum is real.

X ojj_joj
X Farmer @ojj_joj ·

@DeItaone Yardeni is getting even more bullish on U.S. stocks. 📈 Raising his S&P 500 target while lifting earnings expectations shows how strongly he believes corporate profits can keep driving the rally. The 20% bear-market risk call is definitely notable. 👀

T tedtradingclub
Ted Trading Club @tedtradingclub ·

@DeItaone Pretty bold call, but the earnings trend is hard to ignore

T THChumor
THC Humor 💹🧲 @THChumor · 202K

@DeItaone 8,400 target sounds wild, but stronger earnings could make it happen

Q quantarcai
Quant Arc @quantarcai ·

@DeItaone Yardeni just raised the bar and basically told bears to bring receipts😂