UBS
ON THE RECORD · 10 verbatim quotes · every quote source-verified
“The broader takeaway is that Costco continues to deliver value in an environment where consumers are increasingly seeking it.”
UBS · said 2026-10-08 · reported 2026-10-08
UBS analysts wrote in a note to clients that Costco continues to deliver value as consumers increasingly seek it.
“Our thesis relies in part on a successful Icotyde launch, which we view as a potential $10B+ peak sales opportunity,”
UBS · said 2026-09-02 · reported 2026-09-03
UBS analysts view Icotyde, J&J's newly approved oral IL-23 inhibitor, as a key part of their bullish thesis.
“anticipate a gradual erosion curve that allows Darzalex to remain a meaningful revenue contributor well into the next decade.”
UBS · said 2026-09-02 · reported 2026-09-03
UBS argued that Darzalex's patent expiration should be more of a hill than a cliff.
“We like J & J from a fundamental perspective as one of the cleanest stories in large-cap pharma, with no major near-term patent cliffs or binary risks,”
UBS · said 2026-09-02 · reported 2026-09-03
UBS analysts raised their price target on J&J and cited its superior growth profile and earnings quality.
“which should see a significant step-up in AI revenue to the ~$200B range.”
UBS · said date not stated · reported 2026-08-30
UBS analysts shared expectations regarding Broadcom's long-term AI revenue trajectory ahead of earnings.
“create a supply-constrained U.S. market driving both share gains and potential pricing power”
UBS · said date not stated · reported 2026-08-27
UBS upgraded SolarEdge Technologies to a buy, citing benefits from a U.S. government ban on certain imported parts.
“We don't view this as a prolonged issue,”
UBS · said 2026-08-20 · reported 2026-08-20
UBS analysts defended TJX in a post-earnings note.
“favorable set-up for the stock from here”
UBS · said 2026-08-20 · reported 2026-08-20
UBS analysts maintained a positive outlook on TJX stock.
“capable of taking major market share from Department Store peers over the next few years.”
UBS · said 2026-08-20 · reported 2026-08-20
UBS analysts expressed confidence in TJX's ability to gain market share from department stores.
“successfully corrected similar execution missteps in the past”
UBS · said 2026-08-20 · reported 2026-08-20
UBS analysts pointed to TJX's history of correcting execution issues.