UBS
Upgrade grade
B
Downgrade grade
B
UBS was founded in 1862 through the merger of two Swiss banking institutions and has evolved into one of the world's largest and most influential investment banks. The firm maintains a massive global presence with significant operations across wealth management, investment banking, and equities research, serving as a primary institutional research provider with approximately 14,816 analyst ratings calls covering US equities. UBS's research team is particularly renowned for its comprehensive coverage across technology, healthcare, financials, and consumer discretionary sectors, where the firm is known for providing detailed fundamental analysis and earnings estimates to sophisticated institutional clients. The bank has built a distinctive reputation for rigorous quantitative research methodologies and has historically been at the forefront of integrating data science into equity research, making their ratings and price targets closely followed by portfolio managers across Wall Street and beyond.
Upgrades
1,168
76.97% win rate
· avg +2.01% D1
Downgrades
1,155
77.49% win rate
· avg -2.40% D1
Avg Gap — Upgrades
+1.63%
open vs prev close
Avg Gap — Downgrades
-2.11%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Industrials | 76.47% (187) | +2.05% | 81.56% (179) | -2.13% |
| Financial Services | 77.27% (176) | +1.45% | 72.35% (170) | -1.46% |
| Consumer Cyclical | 70.27% (148) | +2.40% | 77.70% (148) | -2.65% |
| Healthcare | 81.45% (124) | +2.94% | 77.78% (117) | -2.59% |
| Technology | 82.11% (123) | +2.32% | 84.55% (110) | -4.11% |
| Basic Materials | 82.35% (85) | +2.25% | 73.39% (124) | -2.24% |
| Utilities | 75.56% (90) | +0.69% | 73.56% (87) | -1.08% |
| Energy | 66.67% (75) | +1.30% | 72.46% (69) | -2.53% |
| Communication Services | 79.03% (62) | +3.20% | 81.48% (54) | -3.87% |
| Consumer Defensive | 89.80% (49) | +2.10% | 72.92% (48) | -2.96% |
| Real Estate | 70.45% (44) | +0.86% | 89.13% (46) | -2.04% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 90.4% | 73 | 78.0% | 59 |
| 2025 | 82.5% | 143 | 78.4% | 111 |
| 2024 | 79.8% | 114 | 75.5% | 106 |
| 2023 | 76.2% | 101 | 81.4% | 102 |
| 2022 | 74.4% | 86 | 76.4% | 89 |
| 2021 | 73.4% | 79 | 63.2% | 57 |
| 2020 | 67.0% | 97 | 73.3% | 86 |
| 2019 | 82.6% | 92 | 83.0% | 100 |
| 2018 | 67.6% | 74 | 86.0% | 43 |
| 2017 | 84.9% | 53 | 69.6% | 46 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | CRNX | Crinetics Pharmaceuticals, Inc. | Healthcare | Initiates | Buy | $55 | +3.4% | +9.2% |
| Jul 1, 2026 | DLO | DLocal Limited | Technology | Upgrade | Neutral → Buy | $20 | +4.7% | +12.8% |
| Jun 30, 2026 | CELH | Celsius Holdings, Inc. | Consumer Defensive | Reiterates | Buy | $50 | -1.2% | -1.7% |
| Jun 29, 2026 | QNT | — | — | Initiates | Buy | $93 | +5.2% | -3.6% |
| Jun 29, 2026 | LFTO | — | — | Initiates | Buy | $38 | +2.0% | -7.0% |
| Jun 29, 2026 | INIO | — | — | Initiates | Buy | $47 | +5.3% | +2.8% |
| Jun 29, 2026 | CYTK | Cytokinetics, Incorporated | Healthcare | Upgrade | Neutral → Buy | $115 | +3.4% | +6.2% |
| Jun 18, 2026 | ASR | Grupo Aeroportuario del Sureste, S. A. B. de C. V. | Industrials | Upgrade | Neutral → Buy | — | +1.6% | +2.3% |
| Jun 18, 2026 | FUJHY | — | — | Downgrade | Neutral → Sell | — | -1.0% | -3.5% |
| Jun 18, 2026 | JEF | Jefferies Financial Group Inc. | Financial Services | Downgrade | Buy → Neutral | $67 | -0.3% | +0.4% |
| Jun 18, 2026 | ISUZY | — | — | Upgrade | Neutral → Buy | — | +1.2% | +0.9% |
| Jun 16, 2026 | DT | Dynatrace, Inc. | Technology | Reiterates | Buy | $60 | +3.6% | +0.7% |
| Jun 15, 2026 | JBIO | Jade Biosciences, Inc. | Healthcare | Initiates | Buy | $45 | +4.3% | +5.0% |
| Jun 11, 2026 | FUN | Six Flags Entertainment Corporation | Consumer Cyclical | Reiterates | Buy | $30 | +1.8% | +5.4% |
| Jun 11, 2026 | GNRC | Generac Holdings Inc. | Industrials | Reiterates | Buy | $335 | +3.0% | +7.6% |
| Jun 10, 2026 | CAVA | CAVA Group, Inc. | Consumer Cyclical | Upgrade | Neutral → Buy | $90 | +2.2% | +6.9% |
| Jun 10, 2026 | BWA | BorgWarner Inc. | Consumer Cyclical | Upgrade | Neutral → Buy | $95 | +0.9% | -2.7% |
| Jun 9, 2026 | AJG | Arthur J. Gallagher & Co. | Financial Services | Upgrade | Neutral → Buy | $250 | +1.0% | +2.1% |
| Jun 8, 2026 | GMRS | — | — | Initiates | Buy | $20 | +5.6% | -2.9% |
| Jun 8, 2026 | CBRS | — | — | Initiates | Buy | $300 | +5.8% | +18.3% |
| Jun 8, 2026 | CMI | Cummins Inc. | Industrials | Upgrade | Neutral → Buy | $850 | +2.6% | +3.3% |
| Jun 5, 2026 | DKNG | DraftKings Inc. | Consumer Cyclical | Reiterates | Buy | $49 | +1.6% | -1.7% |
| Jun 5, 2026 | SKY | Champion Homes, Inc. | Consumer Cyclical | Initiates | Buy | $93 | +1.7% | +0.3% |
| Jun 5, 2026 | CVCO | Cavco Industries, Inc. | Consumer Cyclical | Initiates | Buy | $700 | +0.6% | -0.1% |
| Jun 4, 2026 | SSL | Sasol Limited | Basic Materials | Upgrade | Neutral → Buy | — | -1.4% | +0.8% |