Goldman Sachs Research reveals that Micron Technology accounts for 51% of S&P 500 EPS revisions since the war began, with a 605% EPS growth estimate for 2026, underscoring its crucial influence on the index's earnings perspective.

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2026-04-20 23:11:54

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Goldman Sachs Research indicates that Micron Technology (MU) is responsible for 51% of all S&P 500 EPS revisions since the start of the war. The consensus EPS growth estimate for Micron in 2026 is a remarkable 605%, highlighting its significant impact on the overall S&P 500 earnings outlook.

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Micron alone accounts for 51% of all S&P 500 EPS revisions since the war began: Goldman Sachs (MU:NASDAQ)

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