UBS UBS Group AG

The Swiss bank fell after top-20 shareholder Artisan Partners urged it to leave Switzerland rather than accept tougher post-Credit Suisse capital rules.

U.S. investor Artisan Partners has urged the bank to part ways with its home country over new capital rules.

UBS Group AG (NYSE:UBS) has attracted interest from several major foreign banks in a possible merger or combination, according to a Swiss newspaper report on September 27. The report ties the discussions to tougher capital rules being imposed on Switzerland’s largest bank. The shares closed at $48.62 on September 28, down 2.11%, which is not […]

UBS Group has delivered a powerful share price run over the past few years, which naturally puts a spotlight on whether the underlying business is earning enough on its capital to support the current valuation. With fresh headlines about tighter Swiss capital requirements and potential structural shifts for the bank, the key issue for investors is how those changes intersect with the returns UBS Group generates on the equity it employs. Over the past 5 years the stock has returned about...

Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.

SpaceX Corp (NASDAQ:SPCX) is expected to post third-quarter revenue of $13.8 billion, 7% above consensus, with its AI business leading growth, according to UBS. The broker also forecasts adjusted EBITDA of $7.5 billion, up 9% from a consensus of $6.9 billion, alongside growth across all three...

Investing.com -- UBS has identified the leading U.S. hardlines retail stocks as the industry confronts the emergence of AI-powered shopping agents, which may represent one of the most consequential developments in retail since the rise of e-commerce.

UBS expects strong growth in SpaceX’s AI and connectivity businesses to help Q3 revenue climb 7% above Wall Street estimates.

Financial stocks declined in Monday afternoon trading, with the NYSE Financial Index shedding 0.5% a

Find insight on Swiss banks, ethereum and more in the latest Market Talks covering Financial Services.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.3% and the actively tr

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Morgan Stanley, Deutsche Bank, and Standard Chartered among the names reportedly being discussed by financial portals.

Investing.com -- UBS raised its price target on House Foods (TYO:2810) to ¥5,000 from ¥3,900, citing the potential sale of its Japanese curry restaurant chain Ichibanya and broader reforms aimed at improving capital efficiency.

Investing.com -- With the United States 10-Year up from 3.94% at the end of February to over 5% currently, UBS is out with a note weighing the effects in European equities, while pointing out that yields are rising for the right reason.

ZURICH, Sept 27 (Reuters) - Several major foreign banks have expressed their interest in a possible merger or combination with Switzerland's UBS, a Swiss newspaper said on Sunday.

UBS expects silver prices to remain closely linked to gold and forecasts the metal reaching $80 per ounce by September 2027, citing investment demand, industrial consumption and constraints on supply growth. Strategist Dominic Schnider said silver has continued to move in line with gold, with the correlation between the two precious metals near multi-year highs.

Key Stats for Morgan Stanley StockCurrent Price: $196. 31Target Price (Mid): ~$263Street Target: ~$236Potential Total Return: ~34%Annualized IRR: ~7% / yearWhat Happened?Morgan Stanley (MS) fell 1.

Investing.com -- The adoption of AI shopping agents could reshape U.S. retail by giving consumers greater control over purchasing decisions and shifting profit pools away from retailers that rely heavily on product discovery and advertising, UBS analysts said.

UBS challenges Wall Street’s biggest CoreWeave concern.

Investing.com-- Emerging market assets can withstand a more hawkish U.S. Federal Reserve because stronger economic fundamentals and resilient global growth have reduced their vulnerability to tighter U.S. monetary policy, UBS analysts said in a research note.

On September 22, UBS cut its price target on UiPath, Inc. (NYSE:PATH) from $19 to $15 and kept its Neutral rating on the stock. This update comes after the company’s investor day and investor reception in Las Vegas. UBS noted that the company did not provide preliminary fiscal 2028 annual recurring revenue (ARR) guidance. The […]

Financial stocks were advancing in late Friday afternoon trading, with the NYSE Financial Index risi

UBS Group weighs a potential move outside Switzerland through a foreign-bank merger as tougher capital rules could require $16 billion in additional CET1 capital.

UBS (UBS) has restarted talks about ways to move the bank out from under Swiss regulators' jurisdict

Inflation is stubbornly high, but not in home broadband service. There, telecom operators are making fiberoptic inroads in a business long dominated by cable television companies. The result has been discounting: UBS reports that prices for various broadband service tiers are down 7% to 14% for fiber over the past year, and 17% to 27% for cable.

UBS remains cautious on Oklo’s valuation but sees its U.S. government-backed nuclear projects as important steps toward demonstrating future deployment opportunities.

Haleon PLC (LSE:HLN, NYSE:HLN), the consumer healthcare group, is expected to reduce its 2026 organic sales growth guidance after UBS forecast a subdued third quarter and limited visibility over the cough and cold season. UBS expects Haleon to report organic sales growth of 3.1% for the three...

Tesla Faces a Major Q3 Delivery Test: UBS Sticks to $385 Price Target

US airlines likely face a "modestly favorable" setup heading into the next earnings season amid robu

Swiss senators backed a requirement for 90% CET1 backing of foreign subsidiaries, moving much closer to the government’s tough post-Credit Suisse proposal than UBS had hoped.

Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.

Key Stats for Lockheed Martin StockCurrent Price: $524. 68Target Price (Mid): ~$798Street Target: ~$638Potential Total Return: ~52%Annualized IRR: ~10% / yearWhat Happened?Lockheed Martin (LMT) spent most of 2026 out of favor, its stock stuck near $525 while investors worried that fixed-price contracts and program charges would keep eating into profits.

Swiss bank UBS (NYSE: UBS) is bullish on Hut 8 (NASDAQ: $HUT) stock.

Wall Street Banks on CoreWeave's AI Growth as UBS Launches Coverage With $120 Target

The decision comes as Swiss authorities prepare new banking safeguards in response to the failure of Credit Suisse in 2023.

Micron Technology stock has plenty left in the tank after its nearly-600% gain in the past 12 months. Micron shares were down 2.4% at $1,046.37 in premarket trading Thursday. UBS’s Arcuri reiterated his target price of $1,625 and a Buy rating on the stock in a research note Wednesday.

0814 GMT – UBS Group faces questions on international competitiveness after the Swiss upper house passed new capital legislation, Citi analysts say. Citi estimates the Swiss bank will need to raise around $8 billion over the seven-year transition period, after adjusting for excess capital already held. This is manageable, Citi says, but means UBS is likely to end up with a CET1 ratio above the current target.

Halliburton Company (NYSE:HAL, XETRA:HAL) is expected to report third-quarter adjusted EBITDA of $1.03 billion, in line with Street estimates, according to a preview note from UBS. The bank forecasts 3Q26 revenue of $5.58 billion, also in line with consensus, and adjusted earnings per share...

UBS just flipped its 2027 PC outlook from growth to decline, and the fallout hit Dell harder than HP even though HP has far more to lose. The reason comes down to what each stock had already priced in.

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Peloton Interactive Inc (NASDAQ:PTON), the connected fitness company, is keeping its 'Buy' rating from UBS with a price target of $10, after the company unveiled three new treadmills. The broker said Peloton's new Tread Flex model, priced at $2,195, was around 33% cheaper than the company's...

CoreWeave (NASDAQ:CRWV) shares received an initial 'Buy' rating and a $120 price target from UBS, implying about 40% upside, as the bank said strong artificial intelligence (AI) compute demand could support further growth. UBS said Street sentiment towards CoreWeave remained cautious,...

Levi Strauss & Co (NYSE:LEVI) is set for a stronger earnings outlook, according to UBS, which expects better revenue growth to lift the apparel maker’s fiscal 2026 earnings guidance and sees further upside if tariff assumptions are lowered. UBS forecasts third-quarter earnings of $0.36 a...

Micron Technology's (MU) fundamentals keep improving as demand for its memory chips continues to out

All three major US stock indexes were down in late-morning trading Wednesday, as Treasury yields ros

Traders are shielding themselves from the possibility that the Federal Reserve raises interest rates less than markets are currently pricing in. Interest-rate swaps now reflect expectations for three quarter-point rate rises by next June, a view that solidified after central bank policymakers voted last week to raise their lending benchmark by a quarter point and signaled more increases will be needed to keep inflation at bay. Phoebe White, Rates Strategist at UBS, discusses the path of rates and how many rate hikes we could see heading into 2027.

Under the 2027 plan, UBS is loosening eligibility requirements for a bonus and creating the Pacesetter Recognition Council, a new tier to its honorary recognition program for high-performing advisors. UBS will allow more advisors to qualify for its “Directors Council,” a different in the program. UBS is one of four national brokerage firms known as wirehouses that issue annual updates to their advisor compensation plans that center on a core pay grid.

UBS Group (SWX:UBSG) has just completed a large tender offer for its own debt, taking in $7.93b of notes after lifting the Maximum Purchase Consideration to about $5.85b. Investors now have fresh information on balance sheet management. UBS Group has seen its share price ease in recent weeks, with a 1-month share price return of 5.11% and a 7-day move of 3.65% lower, even as investors digest the large debt tender and ongoing debate over Swiss capital rules that Chief Executive Sergio Ermotti...

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.