Semiconductor EPS growth to reach 48%-97% (2024-26), outpacing hyperscalers
Beth_Kindig · x · 2026-08-20
Market forecasts indicate that semiconductor EPS growth will significantly outperform hyperscalers and the S&P 500 from 2024 through 2026.
- Semiconductors: 48% growth in 2024, 52% in 2025, and a 97% forecast for 2026.
- Hyperscalers: Slowing growth from 41% in 2024 to 19% in 2025 and 17% in 2026.
- S&P 500: Growth of 12%, 14%, and 24% respectively.
Key tickers mentioned include $NVDA, $AVGO, $MSFT, $META, $GOOG, and $AMZN.
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