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 | 86.9% | 84 | 77.2% | 79 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | CNR | Core Natural Resources, Inc. | Energy | Downgrade | Buy → Neutral | $105 | — | — |
| Aug 14, 2026 | SDGR | Schrödinger, Inc. | Healthcare | Reiterates | Neutral | $19 | +0.0% | -4.7% |
| Aug 13, 2026 | CCEP | Coca-Cola Europacific Partners PLC | Consumer Defensive | Downgrade | Buy → Neutral | $107 | -0.2% | +0.4% |
| Aug 11, 2026 | LECO | Lincoln Electric Holdings, Inc. | Industrials | Initiates | Buy | $340 | +2.1% | +2.5% |
| Aug 11, 2026 | CENX | Century Aluminum Company | Basic Materials | Initiates | Buy | $60 | +4.4% | +0.8% |
| Aug 11, 2026 | AMCR | Amcor plc | Consumer Cyclical | Initiates | Buy | $56 | -0.7% | +0.6% |
| Aug 11, 2026 | TIC | TIC Solutions, Inc. | Industrials | Upgrade | Neutral → Buy | $12 | +2.3% | +2.0% |
| Aug 11, 2026 | JBL | Jabil Inc. | Technology | Upgrade | Neutral → Buy | $430 | +4.0% | +5.9% |
| Aug 10, 2026 | STDN | — | — | Initiates | Buy | $14 | — | — |
| Aug 10, 2026 | MPLT | MapLight Therapeutics, Inc. | Healthcare | Downgrade | Buy → Neutral | $13 | -9.1% | +0.1% |
| Aug 10, 2026 | CC | The Chemours Company | Basic Materials | Downgrade | Buy → Neutral | $18 | -3.7% | -7.4% |
| Aug 7, 2026 | MNST | Monster Beverage Corporation | Consumer Defensive | Reiterates | Neutral | $105 | -0.4% | -4.0% |
| Aug 6, 2026 | FMX | Fomento Económico Mexicano, S.A.B. de C.V. | Consumer Defensive | Downgrade | Buy → Neutral | $139 | -1.0% | -1.8% |
| Aug 5, 2026 | PINS | Pinterest, Inc. | Communication Services | Reiterates | Buy | $33 | -6.3% | -8.7% |
| Aug 5, 2026 | SRAD | Sportradar Group AG | Technology | Downgrade | Buy → Neutral | $16 | -2.0% | -2.0% |
| Aug 5, 2026 | FIS | Fidelity National Information Services, Inc. | Technology | Downgrade | Buy → Neutral | $49 | -0.8% | -3.2% |
| Aug 4, 2026 | BIRK | Birkenstock Holding plc | Consumer Cyclical | Reiterates | Buy | $76 | +0.1% | -2.6% |
| Aug 4, 2026 | ADDYY | — | — | Downgrade | Buy → Neutral | — | -2.7% | -2.6% |
| Aug 4, 2026 | TBBB | BBB Foods Inc. | Consumer Defensive | Upgrade | Neutral → Buy | $51 | +3.9% | -2.1% |
| Aug 3, 2026 | STLA | Stellantis N.V. | Consumer Cyclical | Downgrade | Buy → Neutral | — | +2.4% | -1.9% |
| Aug 3, 2026 | PHG | Koninklijke Philips N.V. | Healthcare | Downgrade | Buy → Neutral | — | +0.5% | -0.3% |
| Aug 3, 2026 | NXPI | NXP Semiconductors N.V. | Technology | Downgrade | Buy → Neutral | $270 | -3.0% | -2.2% |
| Jul 31, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Reiterates | Buy | $318 | +12.5% | +15.3% |
| Jul 30, 2026 | SBUX | Starbucks Corporation | Consumer Cyclical | Reiterates | Neutral | $112 | +3.0% | +1.6% |
| Jul 30, 2026 | SKHY | — | — | Initiates | Buy | $204 | +7.7% | +17.5% |