UBS Group AG (UBS)
BT Group “least preferred” at UBS as the British telco feels the pinch of competition
BT Group PLC (LSE:BT.A) is still one of the ‘least preferred' names on UBS's list of telcos, with the Swiss bank's analyst pointing to a ‘miss' on revenue and suggesting that the pressures will continue to build in 2025. The telecoms firm today reported a small increase in third-quarter profit as cost savings offset a decline in revenue.
Why UBS (UBS) Could Beat Earnings Estimates Again
UBS (UBS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
UBS' Erika Najarian on American Express Q4 results
Erika Najarian, UBS large cap banks and consumer finance analyst, joins 'Squawk Box' to break down American Express' quarterly earnings results.
WH Smith's growth trajectory will be under scrutiny next week, suggests UBS
Investor interest in WH Smith PLC's (LSE:SMWH) update next Wednesday will be focused on market consensus sales growth of 5% in 2025 and whether the retailer is on track to meet it, says UBS. Current consensus forecasts imply a slight deceleration in slowdown within High Street sales (from minus 4% yoy in FY-24 to minus 3%) but also a slowdown in Travel growth (from 11% to 7%) as the COVID unwind benefit dissipates.
AI, economic growth leave further upside for US stocks despite Trump jitters
US stocks have further room to rally despite mounting uncertainty following Donald Trump's return to the White House, UBS analysts believe. Though near-term volatility was likely as Trump laid out key policies following Monday's inauguration, UBS highlighted a string of factors set to support growth.
BT a 'conviction sell' for UBS on Openreach concerns
BT Group PLC (LSE:BT.A) has been slapped with a conviction sell rating by UBS, which believes the increasing impact of competition on its Openreach arm is being underestimated and masked by recent price rises. In particular, there is material exposure to two large clients – Sky/TalkTalk – both of which are shifting business away from BT/Openreach over to altnets, which are 20-40% cheaper.
Nvidia set for another strong showing as jitters ‘overblown' - UBS
Nvidia Corp should deliver strong fourth-quarter results and guidance despite concern around supply chain issues and its latest Blackwell chips, according to UBS analysts. “Guidance and investor concerns around a near-term ‘air-pocket' are overblown,” the bank said in a note.
UBS Stock: Swiss Banking Giant Rides Wave Of Earnings-Fueled Investor Adoration; Grand Canyon Near Buy Zone
UBS stock surged into a buy zone Friday. As banks are riding a wave of earnings-fueled investor adoration, UBS is tagging along.
Exclusive: UBS gets fresh US pensions licence fixing paperwork error, filings show
The U.S. Department of Labor granted UBS a waiver the Swiss bank needs to continue managing U.S. retirement plans after a paperwork error had put the $11 billion of assets the lender oversees at risk, documents show.
Earnings show banks moving from 'challenged' to 'better,' says UBS' Erika Najarian
Erika Najarian, research analyst at UBS, joins CNBC's 'The Exchange' to discuss bank earnings, expectations for the industry in the coming months, and more.
UBS sees upside risk to $80 Brent crude forecast
Giovanni Staunovo of UBS Global Wealth Management discusses the expanded U.S. sanctions on Russian energy, and how high he thinks oil prices could go.
Here's why Meritage Homes is top pick among homebuilders at UBS
John Novallo, senior homebuilder analyst at UBS, joins 'The Exchange' to discuss the impact of high rates on the housing market, his outlook for the homebuilders, and more.
