BARCLAYS says 85% of S&P 500 constituents beat Q2 earnings estimates, versus a 76% long-run average; revenues rose 11.2% YoY and EPS jumped 25.1%, led by large-cap tech. BARCLAYS adds that both beats and misses have triggered negative share-price rea

2026-08-04

BARCLAYS says 85% of S&P 500 constituents beat Q2 earnings estimates, versus a 76% long-run average; revenues rose 11.2% YoY and EPS jumped 25.1%, led by large-cap tech. BARCLAYS adds that both beats and misses have triggered negative share-price reactions—an uncommon pattern that suggests investors had largely priced in the upside.