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