FactSet reports that 72 S&P 500 companies issued third-quarter EPS guidance above Wall Street's average estimates, the most for any quarter since it began tracking in 2006 and above the previous record of 65 in Q2 2021. Of 116 companies giving guidance, 62% pointed higher versus a five-year average of 40%, while only 44 guided lower. Technology accounts for 44 of the positive guides, led by software and chipmakers, and FactSet raised its Q3 earnings growth estimate for the index to 29.6% year over year. The author notes the forward P/E of about 19 sits near its 10-year average, though the record is concentrated in tech and the next year may be bumpy. Still, the author says he would consider buying the Vanguard S&P 500 ETF (VOO) at current levels.
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Related tickers and likely impact
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/16/2026 | 763.31 |
| Change that session | -1.10% |
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/16/2026 | 709.82 |
| Change that session | -2.50% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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