FX Secret Story: 🟠 2 sectors driving S&P 500 optimism, Fxsecret

Saturday, April 18, 2026

🟠 2 sectors driving S&P 500 optimism, Fxsecret

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The Brief | Apr 18, 2026

3 answers that help you find trades others can't

Check out this new weekly newsletter we're testing and let us know what you think at the bottom

What are this week's market risks or opportunities?

Earnings season is underway and the setup is unusually optimistic. The S&P 500 is expected to report 13.2% year-over-year earnings growth for Q1—the sixth consecutive quarter of double-digit growth.

What's unusual: Analysts raised their Q1 estimates as the quarter progressed—total expected earnings up 0.4% since December 31. Typically, estimates drift lower.

But almost all the upward revision came from just two sectors: IT (+8.0%) and Energy (+8.6%). The other eight? Flat to down. Smart money is already front-footing these results, loading up on IT names that were unfairly punished this year and particularly during the war in March.

See Which IT Stocks Report Next

Which trades should I consider?

IT isn't just participating, it's driving this earnings season.

33 IT companies have issued positive EPS guidance for Q1 (highest of any sector), and they recorded the second-largest increase in expected dollar-level earnings since December 31.

Here are some IT names that still haven't reported earnings, plus their potential upside according to Investing.com's Fair Value:

Adobe (NASDAQ: ADBE) +64.1%
Insight Enterprises (NASDAQGS: NSIT) +60.7%
SPS Commerce (NASDAQ: SPSC) +59.5%
Salesforce (NYSE: CRM) +56.5%
NCR Voyix (NYSE:VYX): +53.0%

🚨 Risk Check: VYX is deep value—cheap for a reason. ADBE and CRM are blue-chip discounts, slower to realize. SPSC offers growth at value; macro sensitivity is the tradeoff. One name stands out across multiple screens but it's not on this list. More below.

Explore More Undervalued Stocks

Should I consider this trade?

EPAM Systems (NYSE: EPAM) has been crushed: -40.8% over three months, now trading just above its 52-week low.

The company helps large enterprises build software—a business that thrives when companies invest in tech, suffers when they pull back. But on April 1st, something interesting happened: our ProPicks AI added EPAM to its Tech Titans strategy. Not before the selloff. After it. The model saw value where others saw risk.

The signal most are missing: While price targets have dropped, 7 analysts have raised EPS forecasts recently. That's a confidence signal the market hasn't priced. What you're buying: Strong cash position, double-digit ROE, robust M&A track record. What you're risking: Macro sensitivity, sector-wide multiple compression, potential for extended pain.

The honest take: EPAM is cheap. Our AI thinks it's cheap enough to buy. But how cheap?

Find More Cheap IT Stocks

Data correct to 15.04.2026

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