Goldman Sachs lifts 2026 S&P 500 target to 8,000, flags AI infrastructure for earnings

On May 30, 2026, Goldman Sachs raised its 2026 year-end S&P 500 target to 8,000, citing continued corporate earnings strength. The call sits 6.4% above the index's last close of 7,519.12 and includes a 2026 EPS forecast of $340, implying 24% year-over-year growth. The bank also said AI infrastructure-linked firms are expected to contribute about half of the index's earnings growth this year.