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JB
Jeff Buchbinder
LPL Financial
First call on the ledger
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Bull
2026-07-02
S&P earnings growth: consensus 23%, 30% is "absolutely possible"; AI names drive ~60-65% of that growth; rejects dot-com 2.0 framing
Bull
hedged · 2026-07-02
“We got a lot of upside to analysts' expectations. We think we're going to get a lot of upside this quarter, and absolutely 30% is possible… tech and the AI names are going to drive about 60%, maybe 65% of that earnings growth”
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