UBS Keeps 'Attractive' US Stocks View; S&P 500 Target 7,500 Intact

UBS reiterated its 'Attractive' stance on U.S. equities today, saying bull-market drivers remain solid with a 2026 S&P 500 target of 7,500, 17% earnings growth, and full-year EPS of $310. Earlier, the bank cited a supportive macro backdrop—easing tariffs, Fed rate cuts, fiscal policy, and manufacturing recovery—to sustain the global equity rally, forecasting ~12% EPS growth for MSCI AC World. UBS favors U.S. alongside Japan, EM, and Switzerland, but flags oil disruptions and high VIX (above 31 end-March) as risks.