Citi: Strong Q4 Earnings for US Stocks, Raises US Stock Outlook Above Market Consensus

Glonghui, February 23｜Citi Group strategists stated that after the strong performance of US stocks in the fourth quarter, both from the perspective of earnings expectations and market breadth expansion, US stocks are expected to see a positive trend this year. The team led by Scott Chronert pointed out that improved fourth-quarter earnings and accelerated sales growth further support their annual outlook, which is higher than the market consensus. The team said that the full-year index-level earnings expectations for 2026 remain stable, which is a positive signal.