Tech’s Valuation Reset, Earnings Surge & a Broadening Rally — Sam Stovall’s Market Playbook

Is this market rally built on stronger ground than investors think? On this episode of The Money Path, host Todd M. Schoenberger is joined by Sam Stovall, Chief Investment Strategist at CFRA Research, for a data-driven breakdown of why the recent market strength may be more than just a bounce. After a 4% surge in the S&P Tech sector, valuations have shifted dramatically — from a 62% premium vs. the 20-year average P/E last fall to just 27% today, and now trading at an 8% discount vs. the 5-year lookback. With tech earnings projected to grow 30% in 2026 and another 20% in 2027, Sam explains why upside may still exist. The conversation also explores: 📊 Broadening market participation — 72% of sub-industries above key moving averages 🔄 Leadership rotation into Energy, Materials, and Industrials 📈 The January Barometer’s signal for sector performance ahead 💰 Upward revisions to S&P 500 earnings for 2025, 2026, and 2027 🏦 The Fed’s rate-cut balancing act amid stable earnings and moderating wage growth 📉 How volatility in midterm years historically sets up opportunity 🏈 Why the “Super Bowl Indicator” is fun — but not an investment strategy From valuations to earnings to economic data, this episode delivers a clear framework for navigating today’s market crosscurrents. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠.... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #SamStovall, #CFRA, #StockMarket, #SP500, #TechStocks, #EarningsGrowth, #MarketOutlook, #Investing, #FederalReserve, #SectorRotation, #MarketBreadth, #Inflation, #WallStreet, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.