UBS

“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.

“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.

“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.

“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.

“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.

“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.