{
}
UBS has raised its year-end S&P 500 target to 6,000, indicating a 3% upside, and introduced a mid-2026 forecast of 6,400, suggesting a 10% gain. This adjustment follows stronger-than-expected Q1 earnings and improved GDP growth projections, despite a recent downgrade to "Neutral" on U.S. equities. Analysts have also revised EPS forecasts for 2025 and 2026 upward, driven by resilient earnings and significant AI investments from companies like Meta and Microsoft.
UBS has raised its year-end S&P 500 target to 6,000, indicating a 3% upside, and set a mid-2026 forecast of 6,400, suggesting a 10% gain, driven by strong Q1 earnings and improved GDP growth projections. Despite downgrading U.S. equities to "Neutral," the firm maintains that the overall uptrend in stocks is intact, with EPS forecasts for 2025 and 2026 revised higher due to resilient earnings and significant AI investments from companies like Meta and Microsoft.
UBS Global Wealth Management has raised its year-end target for the S&P 500 to 6,000 from 5,800, with a June 2026 target of 6,400. The firm also increased its 2025 earnings per share (EPS) forecast to $260, up from $250, and the 2026 EPS to $280 from $275, citing strong first-quarter earnings and a positive GDP outlook. Growth in sectors like technology and healthcare is contributing to heightened investor confidence and market optimism.
UBS Global Wealth Management has raised its S&P 500 year-end 2025 target to 6,000, up from 5,800, and set a June 2026 target of 6,400, driven by a strong Q1 earnings season and improved GDP growth expectations. The firm also increased its EPS forecasts to $260 for 2025 and $280 for 2026, reflecting optimism about corporate profitability and economic resilience, supported by stable monetary policies and robust consumer demand.
UBS Global Wealth Management has raised its year-end target for the S&P 500 to 6,000, up from 5,800, and set a new target of 6,400 for June 2026. The firm also increased its 2025 earnings per share forecast to $260 from $250, and projected 2026 EPS at $280, citing a strong first quarter earnings season and improved GDP growth expectations.
UBS Global Wealth Management has raised its year-end target for the S&P 500 to 6,000 from 5,800 and set a new target of 6,400 for June 2026. The firm also increased its 2025 earnings per share forecast to $260, up from $250, and projected 2026 EPS at $280, up from $275, citing a strong first quarter earnings season and improved GDP growth expectations.
A growing number of companies are withdrawing their quarterly guidance due to uncertainty surrounding tariffs, with CFOs expressing a lack of visibility on future outcomes. Notable firms like Delta Airlines, Walgreens, and Logitech have cited this unpredictability as a reason for their decisions, reflecting a broader trend of caution in financial forecasting. As the economic landscape remains unclear, many companies are opting for a more prudent approach by refraining from setting speculative targets.
Equity investors face heightened volatility due to rising interest rates, inflation concerns, and trade tensions, with only 19% of surveyed investors expecting stock gains in the next six months—an extremely low sentiment level. Historically, such poor sentiment can signal a market rebound, and despite potential short-term risks, a bull market is expected to continue, driven by economic growth and AI adoption, with a year-end S&P 500 target of 6,600.
UBS maintains that the bull market is intact, projecting a 9% growth in S&P 500 earnings for 2025, driven by strong corporate profits and a supportive Federal Reserve. Despite potential headwinds like a stronger dollar and high valuations, the bank remains bullish on US equities, particularly in technology and consumer sectors, citing robust earnings trends and favorable economic conditions.
UBS remains optimistic about the US stock markets, projecting the S&P 500 to reach 6,300 points by mid-2025 and 6,600 points by year-end, supported by declining inflation, anticipated interest rate cuts, and robust earnings growth. Analyst David Lefkowitz highlights a healthy labor market and investments in technologies like AI as key factors for sustained consumer spending and economic stability, despite potential uncertainties. With expected earnings growth of 11% in 2024, the outlook for US equities remains constructive.
David Lefkowitz
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
UBS Raises S&P 500 Forecast to 6000 with 10 Percent Gain by 2026
17:01 23.05.2025
UBS Raises S&P 500 Forecast to 6000 with 10 Percent Gain by 2026
17:01 23.05.2025
UBS Raises S&P 500 Year-End Target to 6000 Amid Positive Market Trends
09:54 23.05.2025
UBS Raises S&P 500 Targets Amid Optimism for Economic Growth and Earnings
00:57 23.05.2025
UBS Raises S&P 500 Year-End Target and 2026 Earnings Forecast
00:30 23.05.2025
UBS Raises S&P 500 Year-End Target and Forecasts Earnings Growth Through 2026
00:30 23.05.2025
companies withdraw guidance amid rising tariff uncertainty and economic concerns
United States Dollar
Frontier Group Holdings, Inc.
Walgreens Boots Alliance, Inc.
Logitech International S.A.
Character Group (The) PLC
CarMax, Inc.
Jack Mccullough
Bill Nash
David Lefkowitz
Show more
20:15 19.04.2025
bullish outlook for equities despite rising volatility and investor sentiment concerns
18:26 28.02.2025
ubs maintains bullish outlook on us equities amid strong earnings growth
10:38 16.01.2025
ubs optimistic on us stock markets amid earnings growth and rate cuts
22:44 22.11.2024
Trending
Subcategory
Corporate News
Industry Trends
Emerging Startups
Venture Capital Investments
Funding Rounds & Investments
AI Innovations
Startups & Entrepreneurship
Fintech Startups
AI Applications
Cryptocurrency Trends
Economic Indicators
Retail and Consumer Goods
Global Trade Developments
Government Economic Policies
Stock Market Updates
Crypto Policies and Governance
Product Launches
Green Technology
IPOs & SPACs
Industry Mergers & Acquisitions
Countries:
Companies:
Microsoft Corporation Corp.
Google LLC
Nvidia Corporation
Amazon.com Inc.
Toyota Motor Corporation
NIO Inc.
PayPal Holdings Inc.
Coinbase Global Inc.
Uber Technologies Inc.
Alphabet Inc.
The Goldman Sachs Group, Inc.
Apple Inc.
NextEra Energy Inc.
Bank of China Limited (Inc. in China)
Toyota Industries Corporation
Zero Networks Ltd.
Joby Aviation Inc.
Scalable Capital GmbH
Mckinsey & Company Inc. Italy
Goodwater Capital V LP
Currencies:
United States Dollar
Euro
Indian Rupee
Japanese Yen
Offshore Chinese Yuan
Chinese Yuan
Filipino Peso
South Korean Won
Qatari Riyal
United Arab Emirates Dirham
People: