Earnings season is heating up. UBS thinks these stocks could beat expectations
UBS identified 40 stocks likely to beat earnings expectations, including SharkNinja, Gen Digital, and Labcorp. UnitedHealth Group already exceeded estimates. SharkNinja raised its fiscal year outlook, while Gen Digital and Labcorp also increased guidance. UBS used valuation metrics and proprietary data for its picks.
How this was made
The 30-second read
Why it matters
For traders, the actionable element is pre-earnings positioning around specific report dates (SN early November; GEN and LH Oct. 28) and the cited prior guidance upgrades or recent volatility context.
Market read
A UBS beat-screening list can influence near-term positioning into upcoming earnings prints, especially for the three named companies with specific report dates.
What to watch
The article does not provide consensus vs UBS estimate deltas, so traders may be over-weighting the beat probability relative to actual estimate dispersion and guidance risk.
Background
The article frames UBS’s screening of 40 S&P 500 names expected to beat earnings, after some major banks reported mixed results and UnitedHealth beat expectations.
Ticker impact
UBS flags SharkNinja as likely to beat earnings, citing its raised fiscal-year outlook and an early-November results date.
Likely upward bias as traders position for an earnings beat ahead of the scheduled early-November results.
The article ties the bullish call to specific prior guidance-up and a near-term earnings date, which can drive pre-earnings positioning.
UBS expects Gen Digital to surprise on earnings, while the article notes it is scheduled to report Oct. 28 after a Sept. 24 takeover-rumor-driven drop.
Likely support for the stock as the market looks for a beat on Oct. 28, potentially reversing some of the earlier pullback.
The piece links the UBS beat expectation to a concrete report date and references recent price weakness tied to takeover courting news.
UBS includes Labcorp Holdings among names likely to beat expectations, referencing its July full-year 2026 outlook hike and an Oct. 28 earnings date.
Likely upward drift into the Oct. 28 report as traders price in a beat versus consensus.
The article provides a specific prior guidance increase and a scheduled earnings date, both relevant for pre-positioning.
Market effects
Could modestly lift sentiment across consumer appliances, cybersecurity/domain registry, and healthcare diagnostics into earnings season, but it is not a sector-wide catalyst.
Primarily US-focused positioning into S&P 500 earnings season.
Limited, as the catalysts are company-specific earnings timing and analyst screening rather than global macro shocks.
Counterpoint
UBS’s list is a positioning tool, not a guarantee; stocks already up meaningfully (e.g., SN) may face sell-the-news risk if results merely meet or guidance is cautious.
Key entities
- companySharkNinja
UBS expects an earnings beat; the company raised fiscal-year outlook in August and reports in early November.
- companyGen Digital
UBS expects an earnings beat; shares fell after Sept. 24 takeover-courting reporting and it reports Oct. 28.
- companyLabcorp Holdings
UBS expects an earnings beat; it raised full-year 2026 outlook in July and reports Oct. 28.
