Integrated Insights "HOLT & Fundamental Research identify high momentum ..."

Research evidence excerpt

Integrated Insights "HOLT & Fundamental Research identify high momentum ..."

Global Research

13 May 2026ab

Integrated Insights Equities

AmericasHOLT & Fundamental Research identify high

momentum stocks with more upside Joseph Parkhill

Product Manager

joseph.parkhill@ubs.com

+1-212-713 3716

Integrating HOLT and bottoms-up research to identify stocks for today's John Talbott, CFA

momentum-driven market HOLT Sector Specialist

US Product Management has partnered with HOLT and our fundamental analysts to john.talbott@ubs.com

+1-212-325 1813

identify high-momentum stocks that remain attractive in today’s market backdrop. The

HOLT team has run a Strong Momentum with Room to Run screen to identify stocks that Peter Lennox-King

exhibit (1) high momentum (top two deciles in HOLT’s momentum score) and (2) upside Product Manager

to HOLT's High Warranted Price scenario – a "bull case." peter.lennox-king@ubs.com

+1-212-713 3215

How do the fundamentals fit in? Brendan Munson

HOLT Sector SpecialistAmong the 115 large caps that currently meet the Strong Momentum with Room to Run

brendan.munson@ubs.com

criteria, we’ve narrowed the list to 37 key stocks. These carry Buy ratings from UBS +1-212-325 2784

analysts, have shown at least 15% price appreciation over the past 12 months, and have

a remaining fundamental upside of 15% or more. The resulting list spans a broad range Perry Eisemann

of sectors, including 15 Energy stocks, 8 Industrials, 6 Consumer, 3 in Healthcare and

perry.eisemann@ubs.com

Financials, and 2 in TMT. +1-212-713 1876

Why look at this now?

As highlighted by Sean Burns, Head of HOLT Portfolio & Quant Strategy, in a recent

report, we are in a momentum regime within a market characterized by improving

aggregate profitability and narrowing participation.