Morgan Stanley’s Wilson Expects Strong S&P 500 Earnings Beats

Corporate America is heading for another solid earnings season, according to Morgan Stanley’s Michael Wilson, after analysts set a low bar with expectations for the smallest profit increase in almost two years.

Data compiled by Bloomberg Intelligence show S&P 500 earnings per share are predicted to rise by 8.4% for the fourth quarter, the lowest since early 2024. Wilson said the stage is set for firms to beat estimates by over 5 percentage points, a rate he said would be above average.

US stocks are heading into a high-stakes reporting season as a solid start to 2026 lifted the ...