UBS UBS Group AG - Registered Shares

$UBS reported earnings before the open today. EPS missed estimates: $0.85 vs. $0.91 expected, according to Stock Meadow. What do you think?

$UBS reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: UBS has beaten EPS estimates in 5 of its last 8 reports. Analysts expect EPS of $0.91. What are you watching for?

UBS named Convatec, Smith & Nephew, and Sonova its top risk-reward picks ahead of Q3 earnings, expecting European medtech revenue and profit growth to accelerate with favorable currency effects. Convatec: UBS expects 6% organic growth in H2 and reaffirmation of 5.5%–6.5% growth guidance and a 23% margin. Investors will watch updates on ConvaNiox, an FDA warning and the CFO search. Its £3.75 price target implies 71% upside from 220 pence. Smith & Nephew: UBS sees limited downside risk to Q3 consensus estimates ahead of November 4 results, while a potential strategic review could attract investors. Consensus forecasts 3.75% organic growth, but fund managers expect around 3.5% and remain concerned about another guidance cut. UBS expects U.S. knee sales to decline no more than 5% and anticipates a recovery in Wound Devices. Its £11.20 target implies 10% upside. $UBS

Unison Co., a pioneer in residential home-equity sharing agreements, has selected UBS and Cantor Fitzgerald as lead underwriters for a planned U.S. IPO that could raise up to $500 million, Bloomberg reported. The San Francisco-based company could go public as early as November, although underwriting arrangements and timing remain subject to change. Unison provides homeowners with upfront cash in exchange for a share of their home’s future appreciation, offering an alternative to traditional home-equity loans amid elevated mortgage rates. Instead of making recurring monthly payments, homeowners settle the obligation in a lump sum when they sell or refinance their property. The potential IPO comes as institutional investors show growing interest in alternative real estate financing models. The listing could provide a public-market benchmark for consumer adoption of home-equity sharing as borrowers seek liquidity without increasing their monthly debt obligations. $UBS

UBS raised its Brent oil price forecasts for 2026 and 2027, warning that Middle East supply disruptions have been more severe than expected and that the recovery in regional flows remains fragile following the collapse of the June U.S.-Iran memorandum. The bank now expects Brent to reach $100 a barrel in Q4 2026, up from its previous forecast of around $80, while raising its 2026 average estimate to $91.57 from $83.74. UBS assumes oil flows will gradually normalize during the first half of 2027, but says the uncertain path toward a broader agreement warrants a higher short-term risk premium. UBS noted that flows through the Strait of Hormuz have recovered significantly in recent weeks, but the improvement has come at a high cost and remains vulnerable to continued Iranian attacks. Further attacks or disruptions could push crude prices to $120 a barrel or higher. $UBS