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Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Tue, 14 Apr 2026 05:48:24 -0400

Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Investing.com -- Jefferies lowered its 2026 earnings growth expectations for small and mid-cap stocks to 11.5% from 13.5%, citing the impact of higher oil and gasoline prices amid the ongoing war in Iran.

The firm noted that analysts have not yet meaningfully reduced their forecasts, with Street estimates at 12% for small-cap, approximately 13% for mid-cap, and 16% for large-cap stocks. The upward movement in large-cap estimates was attributed mainly to the X-Sweet 16.

Jefferies adjusted its earnings outlook by giving equal weight to two factors: the 13.7% average earnings growth when GDP exceeds

Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Tue, 14 Apr 2026 05:48:24 -0400

Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Jefferies adjusted its earnings outlook by giving equal weight to two factors: the 13.7% average earnings growth when GDP exceeds

Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Tue, 14 Apr 2026 05:48:24 -0400

Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Jefferies adjusted its earnings outlook by giving equal weight to two factors: the 13.7% average earnings growth when GDP exceeds

Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Tue, 14 Apr 2026 05:48:24 -0400

Jefferies cuts 2026 small-cap earnings growth forecast to 11.5%

Jefferies adjusted its earnings outlook by giving equal weight to two factors: the 13.7% average earnings growth when GDP exceeds

Russell 2000 on correction path as Iran war fans inflation fears, rate-cut bets dim

Fri, 20 Mar 2026 14:36:24 -0400

March 20 (Reuters) - The Russell 2000 index ‌dropped 10% from its record-high close in January, putting it on track for a correction on Friday, as renewed inflation fears stemming from the Middle East conflict eroded expectations of U.S. ‌rate cuts this year.

The economically sensitive small-cap index dropped 2% to 2,442.75 points ⁠on Thursday. It had closed at a record high of 2,718 points on January 22.

Russell 2000 on correction path as Iran war fans inflation fears, rate-cut bets dim

Fri, 20 Mar 2026 14:36:24 -0400

The economically sensitive small-cap index dropped 2% to 2,442.75 points ⁠on Thursday. It had closed at a record high of 2,718 points on January 22.

U.S. stocks face a 'bullish set-up', Morgan Stanley's Wilson says

Mon, 08 Dec 2025 08:08:00 -0400

Investing.com -- U.S. equities are entering 2026 with a “bullish set-up” as leadership broadens, earnings strengthen and the labor market weakens only moderately, according to Morgan Stanley strategist Michael Wilson.

In a note on Monday, Wilson said the firm continues to see its most out-of-consensus upgrades, Consumer Discretionary Goods and Small Caps, leading the market higher.

Wilson reiterated that both groups have already “shown relative strength” since Morgan Stanley upgraded them to overweight on Nov. 17, and he expects that outperformance to persist into next year.