UBS Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: UBS benefits from successful Credit Suisse integration, boosting market share and operational efficiency. Positive sentiment from strong wealth management expansion fuels growth.




Bearish Case: Ongoing legal and integration challenges post-Credit Suisse acquisition weigh on resources. Regulatory scrutiny and volatile global markets could dampen earnings outlook.




Potential Outcomes:
  1. 60%: Integration boosts stock through operational synergies.
  2. 20%: Regulatory issues cause setbacks, affecting growth.
  3. 10%: Market volatility impacts performance negatively.
  4. 10%: Strong global expansion drives unexpected gains.



May 20, 2025










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Uncorrelated Assets

Assets with little price relationship to UBS



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IDN Forecast + Options Trading Strategies   IDN  Intellicheck (-0.0)


CODI Forecast + Options Trading Strategies   CODI  Compass Diversified (-0.01)


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Anticorrelated Assets

Assets that tend to move strongly against UBS



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REGN Forecast + Options Trading Strategies   REGN  Regeneron Pharmaceuticals (-0.32)


EPI Forecast + Options Trading Strategies   EPI  WisdomTree India Earnings (-0.38)


TMDX Forecast + Options Trading Strategies   TMDX  Transmedics (-0.43)


UDN Forecast + Options Trading Strategies   UDN  Invesco DB US Dollar Index Bearish (-0.53)









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