UBS Identified Stocks Expected to Outperform Earnings
The bank flagged SharkNinja, Gen Digital, and Labcorp as potential standouts in upcoming quarterly earnings reports.
Updated on Oct. 14, 2026 in Stock Picks
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UBS researchers selected a list of 40 stocks from a universe of over 700 companies that they believe will exceed current analyst earnings expectations. Investors are monitoring these picks as the companies approach their scheduled quarterly report dates.
Why it matters
Identifying companies with potential to outperform consensus expectations can inform portfolio strategy for investors assessing whether a firm's growth guidance aligns with broader market projections. These selections rely on internal valuation metrics and proprietary data screens conducted by the bank.
UBS filtered 40 stocks from a universe of over 700 companies, highlighting firms like Labcorp, which recently raised its 2026 adjusted earnings outlook to between $18.10 and $18.55 per share with projected revenue growth of 5.4% to 6.3%.
The players
UBS
A global investment bank that provides financial research, wealth management, and brokerage services to individual and institutional investors.
SharkNinja
A consumer products company known for household appliances that recently increased its fiscal 2026 net sales growth outlook.
Gen Digital
A consumer software company focused on security and identity protection that updated its fiscal 2027 guidance in August.
Labcorp Holdings
A healthcare diagnostics company that recently updated its 2026 adjusted earnings and annual revenue growth forecasts.
The details
UBS analysts utilized proprietary data and valuation metrics to compare corporate financial guidance against current market expectations. By identifying these 40 firms, the bank highlights companies that have recently adjusted their fiscal outlooks upward, such as SharkNinja, which raised its 2026 net sales growth expectations to a range of 16% to 17% in August. These adjustments form the basis for the expectation that these firms may exceed analyst consensus when they report their quarterly results.
Timeline
July 2026: Labcorp raised its 2026 adjusted earnings outlook.
August 2026: SharkNinja and Gen Digital raised their growth guidance.
October 28, 2026: Gen Digital and Labcorp are due to report results.
Late October to early November 2026: The three companies are due to report quarterly results.
Money Landscape
This report serves as a pre-earnings analysis that follows the rhythm set by the standard quarterly earnings reporting cycle. It highlights how investors use updated company guidance to evaluate stocks before key results are released.
Investors should note that upcoming earnings reports from these companies could lead to increased stock price volatility as market expectations adjust. Consider reviewing your current holdings with a qualified financial professional to see how these individual company updates fit your goals.
The takeaway
The primary insight is that firms providing updated fiscal guidance often signal divergence from initial analyst consensus. Monitor the upcoming earnings dates in late October and early November to see how these projections align with actual reported results.
Further reading
For more information on market analysis, visit the Stock Picks section.
Source note: This article includes information reported by TokenPost.
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