Get the Weekly Intelligence Brief — top committee picks every Sunday.
UBS · NYSE · STOCK

UBS Group (UBS) Stock Analysis

Financial Services Updated September 22, 2026
$49.19
52W $36.30 – $55.98
56/100
$167.36B
16.5
0.83
AI Committee Verdict
Watch
56/100
Conviction: Contested · 50% agreement · 6 analysts
+7.9%
-28.6%
0.28:1
Contested

Is UBS Bullish or Bearish?

Mixed. Innellis AI committee rates UBS Group AG (UBS) Watch with a composite score of 56/100 , based on 6 analysts with 50% agreement. Last updated September 22, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.59 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.41 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 4.07) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Revenue growing 155.1% YoY -- genuine top-line momentum — Growth
  • EPS growing 85.8% YoY — Growth
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • Debt-to-equity of 4.07 adds balance-sheet risk to the value case — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 4.07) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 22, 2026
Overall Committee Score
56/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 83%
of 211 Financial Services peers
Value Analyst neutral
50 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− Debt-to-equity of 4.07 adds balance-sheet risk to the value case
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 155.1% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 4.07) amplifies downside in a stress scenario
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Open Full Terminal →

Investment Thesis Evolution

Committee score strengthened from 52.2 to 56.4.

Analyst-level changes:
  • Macro Analyst: score 65->80 (+15); +1 bullish signal(s).
  • Portfolio Manager: score 45->55 (+10); +1 bearish signal(s).
  • Technical Analyst: stance bearish->neutral; score 38->48 (+10).

Comparing 2026-09-21 to 2026-09-22 (1 day apart).

Technical Analysis

RSI (14)
31.7
Neutral
MACD Histogram
-0.538
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$36.45
Resistance
$55.13
Bollinger %B
0.14
Inside Bands
Price vs Moving Averages
EMA 9
$51.99 Below
EMA 21
$52.93 Below
EMA 50
$52.56 Below
EMA 200
$47.54 Above

Fundamental Analysis

Valuation
97
Growth
42
Profitability
56
Financial Health
0
Cash Flow
15
Valuation
P/E Ratio 16.5×
P/B Ratio 1.71×
PEG Ratio 0.33
Dividend Yield 2.12%
52W High $55.98
52W Low $36.30
Quality & Growth
ROE 861.0%
ROA 48.0%
Gross Margin 7945.8%
Operating Margin 1892.3%
Revenue Growth YoY
Debt / Equity 4.21
AI Fundamental Assessment
P/E ratio of 16.5 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.6%; Return on assets of 0.5%; Net margin of 15.1%; Gross margin of 79.5%; Current ratio of 0.39 (tight short-term liquidity); Debt-to-equity of 4.21; Free cash flow per share is negative (-0.38); Most recent quarter missed estimates by 6.3%; EPS growth decelerating (+143.2% -> -3.3% QoQ); Analyst estimates rising over recent quarters
Get the Full UBS Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime