BlackRock raises view on U.S. stocks on belief that war is over, profits are up

Cnbc · 🇮🇷 public Iran · Apr 13, 2026 · 325 words · By Jeff Cox

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What to know about BlackRock raises view on U.S. stocks on belief that war is over, profits are up

Asset management giant BlackRock raised its outlook for U.S.

Claims checked 9

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Asset management giant BlackRock raised its outlook for U.S.

Why it matters

stocks, reasoning that contained impacts from the Iran war and strong corporate earnings will create a favorable backdrop for domestic equities.

Common ground

The firm, which manages $14 trillion for clients, said in its weekly market note that it raised the rating a notch to overweight from neutral.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: BlackRock raises view on U.S. stocks on belief that war is over, profits are up?
What evidence would most clearly confirm or weaken the claim that S&P 500 companies are expected to post a collective 12.6% profit increase in the first quarter, according to FactSet?
What happens next if the deal stalls, and who has the power to restart talks?

open_in_new Read the original article: https://www.cnbc.com/2026/04/13/blackrock-raises-view-on-us-stocks-on-belief-tha…

fact_checkClaims Checked

eFinder analyzed this article and checked 9 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 8

check_circle Corroborated 1

info

Claim 1: “S&P 500 companies are expected to post a collective 12.6% profit increase in the first quarter, according to FactSet”

SINGLE SOURCE

The specific figure of 12.6% profit increase is not found in the provided evidence snippets, although FactSet is mentioned as a source for earnings data. One source mentions 'roughly 12%' but not the specific 12.6% figure.

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wikipedia NEUTRAL — FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and sof…
https://en.wikipedia.org/wiki/FactSet

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wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 large-cap companies traded on American stock exchanges (including the 30…
https://en.wikipedia.org/wiki/List_of_S&P_500_companies

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wikipedia NEUTRAL — The S&P 500 Dividend Aristocrats is a stock market index composed of the companies in the S&P 500 index that have increased their dividends in each of the past 25 consecutive years. It was launched in…
https://en.wikipedia.org/wiki/S&P_500_Dividend_Aristocrats

+ 3 more evidence sources

info

Claim 2: “it raised the rating a notch to overweight from neutral”

SINGLE SOURCE

The specific rating change from 'neutral' to 'overweight' is not explicitly detailed in the provided search results, although one headline suggests a raised view. No corroborating independent sources are present.

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web search NEUTRAL — Stock Price Targets and Analyst Ratings Access real-time stock price targets...
https://www.marketbeat.com/ratings/

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web search NEUTRAL — At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.…
https://finance.yahoo.com/news/

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web search NEUTRAL — Fast forward a few years, and Fink is now one of its most vocal (and most influential) proponents, with BlackRock among the first to embrace Bitcoin spot ETFs that emerged at the beginning of this yea…
https://www.forbes.com/sites/digital-assets/2024/09/17/4-tri…

info

Claim 3: “Asset management giant BlackRock raised its outlook for U.S. stocks”

SINGLE SOURCE

One web search result titled 'BlackRock raises view on U.S. stocks...' directly supports this claim, but no other independent sources in the provided evidence confirm the specific action of raising the outlook.

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web search NEUTRAL — Today's Stock Price Targets and Analyst Ratings - MarketBe…
https://www.marketbeat.com/ratings/

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web search NEUTRAL — BlackRock has expanded the partnership and its investment over the years, and it is now an anchor investor in Acorns. iCapital: BlackRock increased its stake in the leading technology platform for alt…
https://www.fool.com/investing/how-to-invest/stocks/what-doe…

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web search NEUTRAL — In August 2004, BlackRock made its first major acquisition, buying State Street Research & Management's holding company SSRM Holdings, Inc. from MetLife for $325 million in cash and $50 million in sto…
https://en.wikipedia.org/wiki/BlackRock

info

Claim 4: “If historical beat rates hold, that would rise to 19%, the forecasting firm said”

SINGLE SOURCE

The specific claim regarding the 19% rise based on historical beat rates is explicitly mentioned in one web search result ('BlackRock raises view on U.S. stocks...'), but not corroborated by others.

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+ 3 more evidence sources

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Claim 5: “The firm, which manages $14 trillion for clients”

SINGLE SOURCE

Wikipedia mentions BlackRock as the world's largest asset manager with $12.5 trillion, which contradicts the $14 trillion figure, but the provided evidence does not contain a current source confirming the $14 trillion mark.

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web search NEUTRAL — BlackRock ... BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is th…
https://en.wikipedia.org/wiki/BlackRock

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web search NEUTRAL — BlackRock is one of the world’s preeminent asset management firms and a premier provider of investment management. Find out more information here.
https://www.blackrock.com/

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web search NEUTRAL — Find the latest BlackRock, Inc. (BLK) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/BLK/?fr=sycsrp_catchall

info

Claim 6: “The two regions [U.S. and EM] are the only overweights BlackRock has in its equity portfolio”

SINGLE SOURCE

The evidence provided includes general information about BlackRock's insights and a Barclays rating for BlackRock itself, but does not confirm the specific composition of BlackRock's equity portfolio overweights.

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web search NEUTRAL — Key Takeaways Barclays raises BlackRock's price target to $1350, maintaining an Overweight rating. BlackRock sees a 3.85% increase in the price target f.
https://www.gurufocus.com/news/4115600/blk-barclays-raises-p…

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web search NEUTRAL — BlackRock's Insights offers institutional investors timely commentary and insightful reports on market themes and investment trends by industry experts.In the U.S., this material is for Institutional …
https://www.blackrock.com/institutions/en-ca/insights

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web search NEUTRAL — US billionaires Larry Fink (BlackRock), David Rubenstein (Carlyle) and Marc Benioff (Salesforce) are trustees at the Davos WEF. Fink and Rubenstein are also directors at New York Council on Foreign Re…
https://www.sott.net/article/454406-There-is-More-to-BlackRo…

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Claim 7: “the conflict began on Feb. 28”

CORROBORATED

Multiple independent news sources (ABC News, The Hindu, and Flipboard) consistently report that the conflict began on February 28 with U.S.-Israeli strikes on Iran.

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cross reference SUPPORTS — conflict that began with U.S. and Israeli attacks on Iran on February 28
https://flipboard.com/topic/news/trump-says-u-s-will-begin-e…

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cross reference SUPPORTS — the conflict that began with U.S. and Israeli attacks on Iran on February 28
https://flipboard.com/topic/news/trump-s-disapproval-rating-…

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cross reference SUPPORTS — The Middle East conflict began on February 28 with joint U.S.-Israeli strikes on Iran
https://abcnews.com/International/wireStory/africa-hurting-g…

+ 2 more evidence sources

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Claim 8: “BlackRock said that has put the valuation of information technology against the other 10 S&P 500 sectors at its lowest since mid-2020”

SINGLE SOURCE

The provided evidence mentions FactSet's 'Earnings Insight' and general S&P 500 sector valuations, but does not contain the specific claim about the IT sector valuation being at its lowest since mid-2020.

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web search NEUTRAL — This report is an abridged and free version of S&P 500 & Sectors: Price-to-Economic Book Value Through 3Q21, one of the reports in our quarterly series on fundamental market and sector trends, availab…
https://www.linkedin.com/pulse/two-sp-500-sectors-trade-belo…

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web search NEUTRAL — The other is about shifting your portfolio away from the technology sector that may, perhaps, be in a bubble. Be cheap if you buy the S&P 500 index. The S&P 500 index isn't actually designed to track …
https://www.fool.com/investing/2026/01/06/heres-the-smartest…

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web search NEUTRAL — His weekly research report, “Earnings Insight,” provides analysis and commentary on trends in corporate earnings data for the S&P 500 including revisions to estimates, year-over-year growth, performan…
https://insight.factset.com/highest-number-of-sp-500-earning…

info

Claim 9: “technology profits are expected to grow 45% this year”

SINGLE SOURCE

The projection that technology profits will grow 45% this year is explicitly stated in one web search result, but not corroborated by any other independent source.

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wikipedia NEUTRAL — Micron Technology, Inc. is an American multinational semiconductor company that manufactures computer memory and computer data storage products, including dynamic random-access memory (DRAM), flash me…
https://en.wikipedia.org/wiki/Micron_Technology

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wikipedia NEUTRAL — Information technology (IT) is the study or use of computers, telecommunication systems and other devices to create, process, store, retrieve and transmit information. While the term is commonly used …
https://en.wikipedia.org/wiki/Information_technology

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wikipedia NEUTRAL — Technology is the application of conceptual knowledge to achieve practical goals, especially in a reproducible way. The word technology can also mean the products resulting from such efforts, includin…
https://en.wikipedia.org/wiki/Technology

+ 3 more evidence sources

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.