Goldman Sachs has increased its year-end forecast for the S&P 500 index in 2026 to 8,000, up from the previous estimate of 7,600. According to NS3.AI, the financial institution also adjusted its earnings-per-share forecast for the index to $340 for the same year. Goldman Sachs highlighted the significant role of AI infrastructure companies, which are expected to contribute approximately half of the index's earnings growth this year.