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
1,167
76.95% win rate
· avg +2.00% 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 | 70.07% (147) | +2.38% | 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 | 89.1% | 55 | 80.4% | 51 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| May 20, 2026 | PKG | Packaging Corporation of America | Consumer Cyclical | Upgrade | Neutral → Buy | $248 | — | — |
| May 19, 2026 | PPC | Pilgrim's Pride Corporation | Consumer Defensive | Reiterates | Neutral | $30 | -1.3% | +0.1% |
| May 19, 2026 | XE | X-Energy, Inc. Class A Common Stock | Industrials | Initiates | Buy | $40 | +2.9% | +4.6% |
| May 19, 2026 | JRVR | James River Group Holdings, Ltd. | Financial Services | Downgrade | Buy → Neutral | $5 | -4.1% | -7.3% |
| May 19, 2026 | JAZZ | Jazz Pharmaceuticals plc | Healthcare | Upgrade | Neutral → Buy | $307 | +2.0% | +3.4% |
| May 19, 2026 | AGO | Assured Guaranty Ltd. | Financial Services | Upgrade | Neutral → Buy | $94 | +2.4% | +2.9% |
| May 14, 2026 | NVDA | NVIDIA Corporation | Technology | Reiterates | Buy | $275 | +1.8% | +4.4% |
| May 14, 2026 | MWH | SOLV Energy, Inc. Class A Common Stock | Industrials | Downgrade | Buy → Neutral | $50 | — | — |
| May 14, 2026 | SOLV | Solventum Corporation | Healthcare | Downgrade | Buy → Neutral | $50 | -0.7% | +0.0% |
| May 14, 2026 | CMC | Commercial Metals Company | Basic Materials | Upgrade | Neutral → Buy | $89 | +3.7% | +3.4% |
| May 13, 2026 | CORT | Corcept Therapeutics Incorporated | Healthcare | Upgrade | Neutral → Buy | $72 | +5.2% | +11.6% |
| May 11, 2026 | DELL | Dell Technologies Inc. | Technology | Downgrade | Buy → Neutral | $243 | -2.6% | -5.2% |
| May 11, 2026 | SARO | StandardAero, Inc. | Industrials | Upgrade | Neutral → Buy | $34 | +2.6% | +6.6% |
| May 8, 2026 | UPWK | Upwork Inc. | Industrials | Downgrade | Buy → Neutral | $10 | -27.9% | -16.9% |
| May 8, 2026 | TPR | Tapestry, Inc. | Consumer Cyclical | Upgrade | Neutral → Buy | $187 | +3.4% | +2.3% |
| May 5, 2026 | GDDY | GoDaddy Inc. | Technology | Reiterates | Neutral | $100 | -1.1% | -0.9% |
| May 5, 2026 | UCTT | Ultra Clean Holdings, Inc. | Technology | Initiates | Buy | $130 | +9.4% | +13.7% |
| May 5, 2026 | KALU | Kaiser Aluminum Corporation | Basic Materials | Initiates | Neutral | $176 | +2.0% | +3.8% |
| May 5, 2026 | CSTM | Constellium SE | Basic Materials | Initiates | Buy | $38 | +2.1% | +6.9% |
| May 5, 2026 | FRMI | Fermi Inc. Common Stock | Utilities | Downgrade | Buy → Neutral | $6 | +0.0% | -2.6% |
| May 1, 2026 | FIVN | Five9, Inc. | Technology | Maintains | Buy → Buy | — | +17.3% | +29.3% |
| May 1, 2026 | SAM | The Boston Beer Company, Inc. | Consumer Defensive | Maintains | Neutral → Neutral | — | -10.3% | -9.6% |
| May 1, 2026 | OPCH | Option Care Health, Inc. | Healthcare | Maintains | Buy → Buy | — | -0.6% | -1.5% |
| May 1, 2026 | EXPO | Exponent, Inc. | Industrials | Maintains | Neutral → Neutral | — | +0.5% | -2.4% |
| May 1, 2026 | COLM | Columbia Sportswear Company | Consumer Cyclical | Maintains | Sell → Sell | — | +4.1% | +2.3% |