UBS raises UL Solutions stock price target to $75 on Q3 expectations

Published 14/10/2025, 15:40
UBS raises UL Solutions stock price target to $75 on Q3 expectations

Investing.com - UBS raised its price target on UL Solutions Inc (NYSE:ULS) to $75.00 from $70.00 on Tuesday, while maintaining a Neutral rating on the stock. The company, currently trading at $74.19 and near its 52-week high of $75.56, has demonstrated strong momentum with a 46% year-to-date return. According to InvestingPro data, the stock trades at a P/E ratio of 40.5x, suggesting a premium valuation.

The firm cited expectations that UL Solutions’ third-quarter report could be a positive event, with organic growth potentially re-accelerating from second-quarter levels.

UBS noted that tariff-related impacts from April and May likely won’t recur to the same extent in the third quarter, positioning the company for improved performance.

With Street estimates described as "conservative enough" by UBS, the firm believes UL Solutions shares appear poised for a "clean beat-and-raise quarter" that could recalibrate growth expectations.

UL Solutions stock has rallied in recent weeks, which UBS suggests may be in anticipation of stronger third-quarter results from the company.

In other recent news, UL Solutions reported its second-quarter 2025 adjusted earnings per share at $0.52, surpassing JPMorgan’s estimate of $0.49. However, the company’s organic, constant currency revenue growth of 5.5% year-over-year did not meet the bank’s projection of 6.2%, with growth falling short across all three divisions. Despite this, JPMorgan raised its price target for UL Solutions to $70 from $64, maintaining an Overweight rating. Additionally, UL Solutions declared a quarterly dividend of $0.13 per share, payable on September 8 to shareholders of record as of August 29. The company also announced it is expanding its evaluation and verification services into the industrial software sector, with Siemens as the first recipient of UL Verified Marks for its industrial manufacturing software. Furthermore, UL Solutions opened its first commercial robot testing laboratory in Uiwang, South Korea, focusing on safety standards for various service robots. In leadership changes, Alex Dadakis will become President of Testing, Inspection and Certification, while Gitte Schjøtz will take over Dadakis’ previous role. These developments reflect UL Solutions’ ongoing strategic initiatives and growth plans.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.