I’ve spent the morning digging through the latest FactSet dump and the fresh InvestingPro snapshots, and I’ll be honest: the level of optimism for 2026 makes me itch. We are seeing a 57.5% Buy rating consensus across the S&P 500—the highest since the 2022 peak. When everyone is on one side of the boat, I start looking for the life rafts.
Table of Contents
The Signal
The Data Check (InvestingPro Integration)
Microsoft (MSFT)
Amazon (AMZN)
Iggy's Verdict
My Action Plan
Disclaimer