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 | 87.1% | 101 | 76.9% | 91 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Oct 2, 2026 | PTEN | Patterson-UTI Energy, Inc. | Energy | Initiates | Neutral | $13 | -2.3% | -0.8% |
| Oct 2, 2026 | HP | Helmerich & Payne, Inc. | Energy | Initiates | Buy | $49 | -0.5% | +0.9% |
| Oct 2, 2026 | BWIN | The Baldwin Insurance Group, Inc. | Financial Services | Downgrade | Buy → Neutral | $32 | +0.0% | +0.0% |
| Oct 1, 2026 | ORA | Ormat Technologies, Inc. | Utilities | Downgrade | Buy → Neutral | $100 | -3.0% | -2.0% |
| Sep 30, 2026 | MEDP | Medpace Holdings, Inc. | Healthcare | Reiterates | Neutral | $673 | +0.1% | +0.3% |
| Sep 30, 2026 | IQV | IQVIA Holdings Inc. | Healthcare | Reiterates | Buy | $345 | +0.4% | -0.1% |
| Sep 30, 2026 | ICLR | ICON Public Limited Company | Healthcare | Reiterates | Neutral | $195 | -1.4% | -0.2% |
| Sep 30, 2026 | CRL | Charles River Laboratories International, Inc. | Healthcare | Reiterates | Buy | $357 | +0.3% | -0.3% |
| Sep 30, 2026 | FTRE | Fortrea Holdings Inc. | Healthcare | Initiates | Neutral | $22 | -1.7% | +1.1% |
| Sep 25, 2026 | NTDOY | — | — | Downgrade | Neutral → Sell | — | -3.0% | -3.5% |
| Sep 25, 2026 | CHE | Chemed Corporation | Healthcare | Initiates | Buy | $650 | +1.5% | +3.3% |
| Sep 25, 2026 | STEM | Stem, Inc. | Technology | Upgrade | Neutral → Buy | $7 | +14.1% | +14.9% |
| Sep 23, 2026 | CRWV | CoreWeave, Inc. Class A Common Stock | Technology | Initiates | Buy | $120 | +2.6% | +0.2% |
| Sep 23, 2026 | PCG | PG&E Corporation | Utilities | Downgrade | Buy → Neutral | $14 | -2.2% | -3.6% |
| Sep 23, 2026 | WULF | TeraWulf Inc. | Financial Services | Initiates | Buy | $24 | -1.1% | -5.7% |
| Sep 23, 2026 | HUT | Hut 8 Corp. | Financial Services | Initiates | Buy | $143 | -1.2% | -3.9% |
| Sep 23, 2026 | CORZ | Core Scientific, Inc. | Technology | Initiates | Buy | $24 | -0.4% | -3.7% |
| Sep 23, 2026 | CIFR | Cipher Mining Inc. | Financial Services | Initiates | Buy | $23 | -0.5% | -3.9% |
| Sep 23, 2026 | APLD | Applied Digital Corporation | Technology | Initiates | Buy | $38 | +0.9% | -4.6% |
| Sep 21, 2026 | MCD | McDonald's Corporation | Consumer Cyclical | Reiterates | Buy | $320 | +0.5% | -0.1% |
| Sep 21, 2026 | CBRL | Cracker Barrel Old Country Store, Inc. | Consumer Cyclical | Reiterates | Neutral | $46 | +1.8% | -0.4% |
| Sep 18, 2026 | ARRY | Array Technologies, Inc. | Energy | Downgrade | Buy → Neutral | $5 | -3.8% | -4.2% |
| Sep 18, 2026 | WCN | Waste Connections, Inc. | Industrials | Upgrade | Neutral → Buy | $200 | +0.9% | +0.1% |
| Sep 18, 2026 | FTCI | FTC Solar, Inc. | Energy | Upgrade | Neutral → Buy | $4 | +12.7% | +8.5% |
| Sep 16, 2026 | BAK | Braskem S.A. | Basic Materials | Downgrade | Neutral → Sell | $2 | -12.4% | -15.7% |