Micron Quietly Powers S&P Earnings Surge [Yahoo! Finance]
Goldman Sachs Group, Inc. (The) (GS)
Last goldman sachs group, inc. (the) earnings: 4/15 07:30 am
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Source: Yahoo! Finance
for 51% of all S&P 500 EPS revisions since the war began, according to Goldman Sachs. That kind of dominance is rare, and the numbers explain why. Micron's 2026 EPS growth estimate has surged to 605%, while its earnings revisions have climbed 93% since February 27, nearly doubling in just a few weeks. Goldman Sachs had already been leaning bullish, pushing its own 2026 EPS forecast to 19% above consensus, as AI infrastructure demand and defense-related spending continue to ripple through semiconductor forecasts. Warning! GuruFocus has detected 5 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. What stands out even more is how narrow the rest of the story is. Outside of Micron and Broadcom ( NASDAQ:AVGO ), most of the remaining upside in earnings revisions is coming from energy. Exxon Mobil ( NYSE:XOM ) and Chevron ( NYSE:CVX ) together make up 24% of the total revision, with upgrades of 44% and 67%. Occidental Petroleum ( NYSE:OXY ) sa
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GS
Earnings
- 4/14/26 - Beat
GS
Sec Filings
- 4/20/26 - Form 424B2
- 4/20/26 - Form 424B3
- 4/20/26 - Form 424B3
- GS's page on the SEC website