Stock Markets May 4, 2026 08:49 AM

RBC: Rising U.S. Equity Valuations Still Below Historic Alarm Levels

Bank keeps a constructive stance on stocks, citing room for valuation expansion amid potential near-term volatility

By Priya Menon
RBC: Rising U.S. Equity Valuations Still Below Historic Alarm Levels

RBC Capital says U.S. equity valuations have climbed as markets recover from March lows but have not yet reached levels that historically mark market tops. The firm keeps its 12-month S&P 500 target unchanged while flagging several sources of volatility, and notes corporate earnings showed resilience in the first quarter alongside cautious operational measures.

Key Points

  • S&P 500 has risen more than 14% from its March 30 low, lifting valuation measures but keeping the next-12-month P/E at about a bit above 25x, below last year’s 28x-plus peak - sectors impacted include broad large-cap equities and technology.
  • The Russell 2000 trades near 16.6 times fiscal year 2 earnings, under its earlier peak above 18x - this pertains to small-cap stocks.
  • RBC holds a 12-month-forward S&P 500 target of 7,750 while highlighting that the path to the target may be uneven; volatility may affect semiconductors, AI-related names, and broader equity markets.

RBC Capital remains constructive on U.S. equities over the coming year, saying that while valuation metrics have risen since the March low they are not yet at ranges that historically indicate a market peak.

In a client note, Lori Calvasina, head of U.S. equity strategy at the bank, pointed out that the S&P 500 has rallied more than 14% from its March 30 trough, contributing to higher valuation readings. Still, Calvasina noted that the bottom-up market cap weighted S&P 500 next-12-month price-to-earnings ratio is "trading a bit above 25x, still well below its high of more than 28x seen last year."

Smaller-cap benchmarks likewise remain below earlier peaks. The Russell 2000, RBC said, is trading at roughly 16.6 times fiscal year 2 earnings, which is lower than the 18-times-plus level that marked its high earlier this year.

RBC maintained its 12-month-forward S&P 500 price target of 7,750, while warning that the route to that level is unlikely to be straight-line. The note listed a handful of potential near-term triggers for volatility: downward earnings-per-share estimate revisions for non-AI names, the midterm elections, and profit-taking in semiconductors and AI-related stocks.

On the corporate results front, RBC described first-quarter reports as demonstrating resilience mixed with caution. Companies, the bank said, are emphasizing risk-management steps such as hedging, inventory controls and exercising pricing power to counteract cost pressures tied to the war. Among consumer-facing areas, restaurants and travel showed the most evident challenges.

"We think the emphasis that US public companies have made on their ability to manage through is one of the reasons the US equity market has been resilient since the war began," Calvasina wrote.

RBC added that if markets do pull back, the firm expects declines to remain in the 5% to 10% range unless broader recession fears materialize, which historically have been associated with deeper drawdowns.


Overall, RBC's analysis presents a market that has made significant ground from its March lows and where valuation expansion still has room, tempered by identifiable risks that could produce short-term volatility.

Risks

  • Downward EPS estimate revisions for non-AI companies could pressure valuations - this risk affects a wide range of sectors beyond AI.
  • The midterm elections represent a potential source of market volatility - impacts could be broad across equity markets.
  • Profit-taking in semiconductors and AI stocks could trigger short-term pullbacks, particularly in technology-oriented sectors.

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