Goldman Sachs has stated that the recent stock market sell-off, exacerbated by the Iran War, may have improved the near-term setup for investors. The bank's analysts believe that following last week's punishing pullback, expectations have been reset, laying the groundwork for a more balanced foundation for the upcoming Q1 earnings season. This shift puts more emphasis on Q1, which could prove a critical stretch for markets. Goldman is looking for 12% S&P 500 earnings growth this year, assuming the Middle East conflict is ending soon rather than continuing for a prolonged disruption. The firm also highlighted that top analyst bets these stocks will boost your portfolio in 2026. Key reports include the Bank of America (April 15), Wells Fargo Investment Institute (April 14), JPMorganChase (April 17), and UBS Global Wealth Management (April 20).