NYSE: UBS

UBS (UBS) Stock Analysis & Forecast

Nov 4 close

$50.67+2.67 (+5.6%)
Add to Watchlist

Gekko Brief

AI summaryNov 4 close

This week's headlines around UBS are largely ownership and conference-related rather than operational: filings disclosing passive stakes or voting-rights thresholds in companies such as Summit Hotel Properties, Mayfield Group Holdings and Delivery Hero, alongside a string of healthcare and biopharma companies announcing they will present at the UBS Global Healthcare Conference and UBS Global Biopharma Conference. None of these items speak directly to UBS's own results, guidance or regulatory standing; they are disclosure and conference-participation notices involving UBS as counterparty or host.

UBS shares closed at $50.67, up 5.6%, sitting above both the 50-day average of $49.94 and the 200-day average of $47.11, with the shorter average also above the longer one. The one-month return is 4.5%, the three-month return is -4.1%, and the one-year return is 33.4%, against a 52-week range of $36.30 to $55.99. The GekkoIndex reads 52, placing it in the Neutral zone, down from a higher reading five days prior. Gekko Fair Value stands at $52.09, putting the current price 2.7% below that level.

The next earnings date falls on 3 February 2027, before the open, which sits 90 days out and beyond a typical 20-trading-day holding window. No insider, Congress or unusual options activity appears in the respective 90-day and 30-day windows, though one billionaire holder is recorded. Seasonally, the next 20 trading days have averaged a 6.5% return over five years, rising in 4 of those years. The consensus analyst target stands at $55.20.

Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.

UBS price vs fair value

$52.09$50.67Nov ’25May ’26Nov ’26
Close $50.67200-day averageGekko Fair Value $52.09

UBS quick facts

Market cap
$155.1B
P/E ratio
16
Forward P/E
11.2
EPS, TTM
$3.03
Revenue, TTM
$53.52B
Profit margin
18.2%
Dividend yield
0.00%
Beta
0.84
Volume
2.55M avg 1.86M
1-year return
+33.4%
Typical daily move
±2.1%
Typical 20-day move
±6%
50-day average
$49.94
200-day average
$47.11
Next earnings
Feb 3 before open
Shares outstanding
3.03B
52-week range
$36.30$55.99

UBS swing-trade checklist

UBS scores 3 supportive, 2 mixed and 0 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive2 mixed0 headwinds

  • Trendsupportive

    Above 50 and 200-day

    Close $50.67 is above the 50-day ($49.94) and 200-day ($47.11) averages, and the 50-day is above the 200-day.

    See the chart
  • GekkoIndexmixed

    52, Neutral

    Reading 52 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuemixed

    2.7% below

    Price is within 5% of Gekko Fair Value (2.7% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 90 days

    Next report Feb 3, 2027, 90 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +6.5% on average

    From this point in the calendar, the next 20 trading days averaged +6.5% over 5 years, rising in 4 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

UBS stock chart and price history

UBS closed at $50.67 on Nov 4, 2026, +33.4% over the past year, inside a 52-week range of $36.30 to $55.99.

5Y and weekly in Gekko
Close50-day average200-day averageVolume
UBS share price, past year, with 50-day and 200-day moving averages and volume$35$40$45$55DecJan 2026FebMarAprMayJunJulAugSepOct50.67

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+4.5%
3 months
−4.1%
6 months
+12.1%
1 year
+33.4%
The full UBS chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open UBS in Gekko

Follow UBS through every session

Put UBS on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

Track UBS in GekkoFree for 7 days. No credit card required.

About UBS

UBS offers a broad set of financial services to individuals, businesses and institutions across the globe, ranging from personal advice to large scale market transactions. The firm has built its reputation on guiding wealthy and ultra-wealthy clients through investment, lending and long term planning decisions.

Its work is split into four main areas. Global Wealth Management focuses on affluent and ultra-high-net-worth individuals, offering investment advice, mortgages and securities-based loans, along with estate planning, philanthropic guidance and family office support. Personal & Corporate Banking serves everyday customers with deposits, cards and digital banking tools while also giving corporate and institutional clients access to equity and debt financing, credit facilities, trade finance, custody and payment services. Asset Management builds portfolios spanning equities, bonds, hedge funds, real estate and private assets, and designs multi-asset and advisory solutions for institutional investors. The Investment Bank advises companies on major transactions and fundraising, executes trading and financing of securities in global markets, and supports clients with risk management and market research.

UBS is headquartered in Zurich, Switzerland, and dates back to 1862, having traded for years as UBS AG before renaming itself in December 2014. Its stock trades on the NYSE under the ticker UBS.

Listed
NYSE
Sector
Finance
Industry
Investment managers
Website
ubs.com

UBS GekkoIndex: the smart money zone

UBS’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 52, in the Neutral zone, down 14 points over five sessions.

010052Neutral

Down 14 points over five sessions, from the Accumulation zone.

Reading for Nov 4, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying42+1.4%+1.8%+5.2%+9.6%
Accumulation173+0.3%+1.7%+4.2%+11.2%
Neutral (current zone)430+0.4%+0.5%+0.8%+3.3%
Distribution51+0.1%0.0%+0.5%−4.6%
Selling1Too few readings yet

Average UBS share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.0% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the UBS price, zone by zone.Track UBS in Gekko

Is UBS stock overvalued? Gekko Fair Value

UBS trades 2.7% below Gekko Fair Value of $52.09, so the shares are about fair value on Gekko’s estimate.

Gekko’s own estimate of what UBS shares are worth, recalculated every trading day.

$52.09

Gekko Fair Value, Nov 4, 2026

2.7% below fair value · About fair value

At the end of Aug 2026 the price was 2.9% above the estimate.

Gekko Fair ValueShare price, month end
$52$48Aug 2026SepOctNov 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open UBS in Gekko

UBS insider and Congress trading

No open-market insider purchases were filed for UBS, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for UBS in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every UBS insider filing, plotted on the chart in Gekko.Open UBS in Gekko

Congress trades last 90 days

No trades in UBS were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for UBS, plotted on the chart in Gekko.Open UBS in Gekko

Buybacks

UBS has been buying back its own shares.

Bought back, quarter ended Dec 31, 2025
$1.05B
As a share of market cap
0.68%
Trailing four quarters
$4.75B

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds UBS.

0added1opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

UBS earnings: next date and track record

UBS reports on Feb 3, 2027, before the open (90 days away), and beat the EPS estimate in 6 of its last 8 reports.

6 of 8reports beat the EPS estimate
±4.3%average move across the report
2 of 8reports followed by a gain

Share-price move across each report

−6.5%Oct ’24−6.7%Feb ’25−1.2%Apr ’25−1.8%Jul ’25−2.7%Oct ’25−8.2%Feb ’26+4.3%Apr ’26+2.6%Jul ’26

Last earnings call, Jul 29, 2026 AI summary

What they said
UBS reported Q2 2026 net profit of $2.8 billion, with group invested assets reaching a record $7.3 trillion driven by robust inflows into Global Wealth and Asset Management. First-half return on CET1 capital reached ~17%, approaching pre-Credit Suisse acquisition profitability levels. APAC profit before tax doubled while Americas grew 85%. Integration is ~90% complete with legacy applications decommissioned, and UBS launched a new $3 billion share buyback program.
Guidance
Management expects to outperform the 2026 exit rate return target and achieve the exit rate cost/income ratio target. A $3 billion share repurchase is planned by end of Q2 2027, with at least $1 billion in the next 3 months, contingent on maintaining ~14% CET1 ratio. Q3 market conditions described as broadly constructive but uncertain.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 29, 2026$0.87
est $0.90		−3.3%$13.35B
est $13.40B		−0.4%+2.6%
Apr 29, 2026$0.95
est $0.83		+14.5%$13.64B
est $13.16B		+3.7%+4.3%
Feb 4, 2026$0.67
est $0.53		+26.3%$12.20B
est $11.71B		+4.2%−8.2%
Oct 29, 2025$0.76
est $0.49		+55.9%$12.20B
est $11.92B		+2.3%−2.7%
Jul 30, 2025$0.82
est $0.92		−10.9%$18.32B
est $9.53B		+92.1%−1.8%
Apr 30, 2025$0.51
est $0.42		+21.4%$10.94B
est $9.61B		+13.7%−1.2%
Feb 4, 2025$0.39
est $0.34		+14.7%$10.56B
est $10.90B		−3.2%−6.7%
Oct 30, 2024$0.53
est $0.37		+43.2%$10.96B
est $10.90B		+0.6%−6.5%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

UBS stock forecast and analyst price targets

Analysts’ average 12-month price target for UBS is $55.20, +8.9% from the last close.

$55.20consensus 12-month target, +8.9% from the last close
+0.8%average 20-day move after past Neutral readings
+6.5%average move over the next 20 trading days in the last 5 years
±2.1%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

UBS seasonality: the next 20 trading days

Over the next 20 trading days from Nov 4, UBS averaged +6.5% across the last 5 years, rising in 4 of them.

Next 20 trading days, by year

−3.9%2021+12.5%2022+13.8%2023+5.0%2024+2.6%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+4.3%4 of 5
Next 10 trading days+4.1%4 of 5
Next 15 trading days+2.6%3 of 5
Next 20 trading days+6.5%4 of 5
Next 30 trading days+8.7%4 of 5

For scale, UBS’s typical 20-trading-day move in either direction is about 6%.

UBS market cap and key statistics

UBS’s market cap is $155.1B, with a P/E ratio of 16 and revenue of $53.52B over the last twelve months.

Valuation

Market cap
$155.1B
P/E ratio
16
Forward P/E
11.2
EPS, TTM
$3.03
Gekko Fair Value
$52.09

Trading

Volume
2.55M
Avg volume, 20 days
1.86M
52-week high
$55.99
52-week low
$36.30
Shares outstanding
3.03B

Financials

Revenue, TTM
$53.52B
Profit margin
18.2%
Return on equity
10.7%
Quarterly earnings growth, YoY
+11.8%

Risk and income

Beta
0.84
Typical daily move
±2.1%
Typical 20-day move
±6%
Dividend yield
0.00%

UBS stock news this week

Coverage of UBS this week reads positive: 6 positive, 5 neutral and 1 negative headlines.

News sentiment positive

UBS peers

UBS’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MSMorgan Stanley+2.1%Neutral4.3% below
BLKBlackRock+3.1%Neutral1.5% above
BXBlackstone+3.4%Neutral2.3% below
BNBrookfield+3.4%Distribution3.0% below
KKRKKR+2.6%Neutral4.6% below
BAMBrookfield Asset Management+3.7%Distribution6.9% above

A peer links to its own page where one exists.

In the Buying zone today

GOOGGOOGLINTCCATSNDKMRVL

Reporting earnings this week

TMCOPSONYPHSOABNB

Popular on Gekko

NVDATSLAMSFTAMZNMETAGOOGL

More stocks in Investment managers

ARESBENAMGFHISII

UBS stock FAQ

What is UBS’s market cap?

UBS’s market cap is $155.1B at the Nov 4, 2026 close of $50.67, with 3.03B shares outstanding. The shares trade on a P/E ratio of 16.

What is the UBS stock forecast?

The consensus analyst 12-month price target for UBS is $55.20, +8.9% from the last close. Gekko doesn’t publish price predictions of its own.

Is UBS stock overvalued or undervalued?

On Gekko’s estimate UBS is about fair value: the Nov 4, 2026 close of $50.67 is 2.7% below Gekko Fair Value of $52.09. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does UBS report earnings next?

UBS is expected to report on Feb 3, 2027, before the market opens (90 days away). Analysts expect earnings of $0.90 per share on revenue of $13.00B. UBS beat the earnings estimate in 6 of its last 8 reports, moving 4.3% on average across the report.

What is UBS’s 52-week high and low?

UBS’s 52-week high is $55.99 and its 52-week low is $36.30; it closed at $50.67 on Nov 4, 2026, +33.4% over the past year.

Is UBS stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (trend, earnings risk and seasonality), 2 as mixed (gekkoindex and fair value). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

Built and overseen by Jared Mann

Founder of Gekko.app. Jared has traded stocks and ETFs for more than 20 years and has a financial industry background.

About GekkoHow Gekko’s data worksReport an error

See UBS the way Gekko members do

Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.

Join 1,461 other traders using Gekko

Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.