Wall Street just made its biggest earnings upgrade since 2021

For all the noise about inflation and rate uncertainty this year, the numbers coming out of Wall Street’s research desks tell a different story than the one dominating headlines. Heading into the Q2 2026 earnings season, analysts haven’t been trimming their forecasts to hedge against a slowdown.

Wall Street just made its biggest earnings upgrade since 2021
For all the noise about inflation and rate uncertainty this year, the numbers coming out of Wall Street’s research desks tell a different story than the one dominating headlines. Heading into the Q2 2026 earnings season, analysts haven’t been trimming their forecasts to hedge against a slowdown.

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