UBS Lifts UK Earnings, S&P 500 Forecasts Amid Broad Recovery

By EC Assets · Published 21 August 2026

UBS has increased its UK earnings growth forecast. The firm also anticipates a supportive environment for equities. This follows UBS Global Wealth Management raising its year, end target for the S&P 500 index to 8,100. The revision for the S&P 500 is attributed to a stronger earnings outlook and confidence in sustained profit. UBS Global Wealth Management cited a stronger earnings outlook and confidence in sustained profit as reasons for the S&P 500 target increase. The firm now targets 8,100 for the index. UBS anticipates a broadening U.S. industrial recovery extending into 2027. This recovery is expected as capital expenditure rebounds beyond artificial intelligence, and as demand and pricing strengthen. UBS expressed a bullish response to United Rentals' second, quarter results. The equipment rental company posted stronger, than, expected earnings. UBS noted United Rentals' execution and improving conditions. UBS has raised its estimates for United Rentals following the strong quarter, which eased margin concerns. UBS Group plans to repurchase $3 billion of its own stock. This buyback is scheduled by mid, 2027. The decision follows the banking group's second, quarter earnings. Buoyant markets contributed to increased profits in UBS's investment bank and wealth units. Economists indicate that Taiwan's forecast of 11% GDP growth is likely not sustainable. This forecast is fueled by artificial intelligence. This article is intended for informational purposes only. It does not constitute investment advice.