Morgan Stanley’s 16% S&P 500 Rally Call: What Mike Wilson’s Bold Bull Market Bet Means for 2026
Published: November 18, 2025 Morgan Stanley’s Mike Wilson has turned into one of Wall Street’s biggest stock market bulls, lifting his S&P 500 target to 7,800 and calling for a 16% rally powered by AI spending, “rolling recovery” earnings and a dovish Fed. Here’s what the new forecast means for stocks, inflation, sectors and global markets going into 2026. Morgan Stanley Turns Aggressively Bullish on the S&P 500 Wall Street woke up this week to one of the boldest calls of the year: Morgan Stanley now expects the S&P 500 to surge to 7,800 by the end of 2026, implying roughly 16%