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These stocks may rip if the Iran conflict is resolved, UBS says

Cnbc · 🇮🇷 public Iran · · 339 words · By Davis Giangiulio
Financial Market Analysis Geopolitical Conflict (U.S.-Iran)
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What to know about Financial Market Analysis

and Iran heads toward expiration on Wednesday, UBS thinks several stocks can outperform if the truce is extended or a formalized peace is reached.

Claims checked 14
Techniques found 1
Topics 2

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

and Iran heads toward expiration on Wednesday, UBS thinks several stocks can outperform if the truce is extended or a formalized peace is reached.

Why it matters

In a note out Friday, Andrew Garthwaite, the Swiss bank's strategist, created a score using three yardsticks to quantify how individual stocks are affected by the U.S.-Iran war: Commodity exposure to the Middle East Pricing ability Sensitivity to past supply…

Common ground

UBS also factored into its analysis the degree of underperformance since the start of the war in late February.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/04/21/these-stocks-may-rip-if-the-iran-conflict-is-res…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 40% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 14 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 8
schedule Pending 4
help Insufficient Evidence 1
check_circle Corroborated 1
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Claim 1: “At the bottom, UBS had fallen 18% in the midst of hostilities.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 2: “Through Monday, P & G was little changed on the year, excluding its 3% dividend.”
INSUFFICIENT EVIDENCE
No evidence was gathered for this claim, and the evidence count is 0.
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Claim 3: “In a note out Friday, Andrew Garthwaite, the Swiss bank's strategist, created a score using three yardsticks to quantify how individual stocks are affected by the U.S.-Iran war: Commodity exposure to the Middle East Pricing ability Sensitivity to past supply shocks”
SINGLE SOURCE
The web search results confirm that Andrew Garthwaite is a strategist at UBS discussing global markets, but none of the provided snippets detail a specific 'score using three yardsticks' involving 'Commodity exposure to the Middle East Pricing ability Sensitivity to past supply shocks' as described in the claim. This specific methodology cannot be verified.
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web search NEUTRAL — Global equity markets may remain stuck in a consolidation phase in the short term as investors navigate heightened uncertainty and a broad range of possible economic outcomes, according to UBS strateg…
https://investorshub.advfn.com/market-news/article/25633/ubs…
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web search NEUTRAL — Andrew Garthwaite, Chief Global Equity Strategist at UBS (UBS), discusses his outlook for global markets and investment strategy. He speaks with David Ingles at the "UBS Asian Investment Conference" i…
https://www.marketscreener.com/quote/stock/UBS-GROUP-AG-1915…
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web search NEUTRAL — Andrew Garthwaite, Chief Global Equity Strategist at UBS, discusses his outlook for global markets and investment strategy.
https://www.bloomberg.com/news/videos/2025-05-28/ubs-garthwa…
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Claim 4: “UBS also factored into its analysis the degree of underperformance since the start of the war in late February.”
SINGLE SOURCE
The web search results discuss the U.S. and Iran conflict timeline (e.g., Feb 28 start date) and intelligence reports, but none of the provided snippets mention that UBS specifically factored in the 'degree of underperformance since the start of the U.S.-Iran war in late February' into its analysis.
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web search NEUTRAL — The U.S. and Israel have discussed sending special forces into Iran to secure its stockpile of highly enriched uranium at a later stage of the war, according to four sources with knowledge of the disc…
https://www.axios.com/2026/03/08/iran-ground-troops-special-…
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web search NEUTRAL — Stay on top of US-Israel war on Iran latest developments on the ground with Al Jazeera’s fact-based news, exclusive video footage, photos and updated maps.
https://www.aljazeera.com/tag/israel-iran-conflict/
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web search NEUTRAL — Since the U.S.-Israeli war with Iran began on Feb. 28, U.S. intelligence officials have obtained information that China may have sent a shipment of weapons to Iran, according to U.S. officials.
https://www.nytimes.com/live/2026/04/21/world/iran-us-war-tr…
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Claim 5: “UBS said its scoring system showed those stocks that could suffer the most are defense companies such as Lockheed Martin and RTX and energy producers including Exxon Mobil and ConocoPhillips .”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 6: “Before the war broke out, the Atlanta-based shipper had also climbed 17% in the first two months of the year.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 7: “United Parcel Service also stands to gain if further conflict is avoided.”
SINGLE SOURCE
The web search results provided for this claim were empty, and the Wikipedia entries only detail past incidents (crashes/fires) involving UPS flights, not a general expectation that UPS 'stands to gain if further conflict is avoided.' Therefore, the claim cannot be corroborated.
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wikipedia NEUTRAL — United Parcel Service, Inc. (UPS) is an American multinational shipping & receiving and supply chain management company founded in 1907. Originally known as the American Messenger Company specializing…
https://en.wikipedia.org/wiki/United_Parcel_Service
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wikipedia NEUTRAL — UPS Airlines Flight 1354 was a scheduled cargo flight from Louisville, Kentucky, to Birmingham, Alabama. On August 14, 2013, the Airbus A300 flying the route crashed and burst into flames short of the…
https://en.wikipedia.org/wiki/UPS_Airlines_Flight_1354
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wikipedia NEUTRAL — UPS Airlines Flight 6 was a scheduled international cargo flight operated by UPS Airlines. On September 3, 2010, the Boeing 747-400 flying the route between Dubai, United Arab Emirates, and Cologne, G…
https://en.wikipedia.org/wiki/UPS_Airlines_Flight_6
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Claim 8: “Procter & Gamble is another potential winner.”
SINGLE SOURCE
The web search results confirm that Procter & Gamble (P&G) is a major consumer goods corporation. However, none of the provided evidence explicitly state that P&G is identified as a potential stock winner in the context of the U.S.-Iran conflict analysis.
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web search NEUTRAL — The Procter & Gamble Company (P&G) is an American multinational consumer goods corporation incorporated and headquartered in Cincinnati, Ohio.[1]. The company operates five divisions: Beauty (18% of 2…
https://en.wikipedia.org/wiki/Procter_&_Gamble
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web search NEUTRAL — Procter & Gamble (PG) reached $153.76 at the closing of the latest trading day, reflecting a -2.09% change compared to its last close.
https://finance.yahoo.com/news/procter-gamble-pg-stock-sinks…
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web search NEUTRAL — What is Procter and Gamble company? Click here and find out! Learn more about P&G brands, types of products including family, personal and household care products, and also product safety, corporate &…
https://en-eg.pg.com/
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Claim 9: “UPS analyst Thomas Wadewitz wrote in February that UPS shares were undervalued relative to its likely earnings, and said the stock offered investors potential upside.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 10: “As of Monday's close, the Ivory soap and Crest toothpaste maker was 14% below its pre-war level, when P & G had already gained 17% in just the first two months of the year.”
SINGLE SOURCE
Two web search results mention P&G's stock performance relative to other metrics (one mentioning a 14.4% drop in the past year, another mentioning a 3% dividend), but neither source corroborates the specific figures cited in the claim: '14% below its pre-war level' AND 'gained 17% in the first two months of the year' for P&G.
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wikipedia NEUTRAL — As the World Turns (often abbreviated as ATWT) is an American television soap opera that aired on CBS for 54 years from April 2, 1956, to September 17, 2010. Irna Phillips created As the World Turns a…
https://en.wikipedia.org/wiki/As_the_World_Turns
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wikipedia NEUTRAL — Search for Tomorrow is an American television soap opera. It began its run on CBS on September 3, 1951, and concluded on NBC, 35 years later, on December 26, 1986. Set in the fictional town of Henders…
https://en.wikipedia.org/wiki/Search_for_Tomorrow
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wikipedia NEUTRAL — The First Hundred Years is the first ongoing television soap opera in the United States that began as a daytime serial, airing on CBS from December 4, 1950 until June 27, 1952. A previous daytime dram…
https://en.wikipedia.org/wiki/The_First_Hundred_Years
+ 3 more evidence sources
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Claim 11: “Stocks were ranked on a scale of plus or minus 10, representing companies that will either win or lose if peace finally breaks out.”
SINGLE SOURCE
The web search results mention UBS analysts ranking stocks based on drivers (REVS framework) and publishing top/bottom rankings, but none of the provided evidence explicitly states that stocks were ranked on a scale of 'plus or minus 10' representing winners or losers upon peace.
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wikipedia NEUTRAL — On 19 March 2023, Swiss bank UBS Group AG agreed to buy Credit Suisse for CHF 3 billion (US$3.2 billion) in an all-stock deal brokered by the government of Switzerland and the Swiss Financial Market S…
https://en.wikipedia.org/wiki/Acquisition_of_Credit_Suisse_b…
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wikipedia NEUTRAL — UBS Group AG (stylized simply as UBS) is a Swiss multinational investment bank and financial services firm founded and based in Switzerland, with headquarters in both Zurich and Basel. It holds a stro…
https://en.wikipedia.org/wiki/UBS
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wikipedia NEUTRAL — UBS Arena is a multi-purpose indoor arena located in Elmont, New York, just outside New York City limits. Opened in 2021, it is the home of the New York Islanders of the National Hockey League (NHL), …
https://en.wikipedia.org/wiki/UBS_Arena
+ 3 more evidence sources
info
Claim 12: “Southwest Airlines , which at its bottom during the war fell more than 25%, is regarded as a beneficiary if hostilities end.”
SINGLE SOURCE
The web search results confirm that Southwest Airlines has faced financial issues and that UBS upgraded the stock citing potential benefits from new initiatives. However, none of the provided evidence confirms that Southwest 'fell more than 25% at its low during the war' or that it is generally regarded as a beneficiary if hostilities end, beyond the context of the UBS upgrade.
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wikipedia NEUTRAL — Pacific Southwest Airlines (PSA) was a low-cost airline in the United States headquartered in San Diego, California, that operated from 1949 to 1988. Founded by Kenny Friedkin and J. Floyd Andrews, it…
https://en.wikipedia.org/wiki/Pacific_Southwest_Airlines
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wikipedia NEUTRAL — Southwest Airlines is a major airline in the United States. It is headquartered in the Love Field neighborhood of Dallas, Texas. It is the fourth-largest airline in North America when measured by pass…
https://en.wikipedia.org/wiki/Southwest_Airlines
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wikipedia NEUTRAL — On April 17, 2018, Southwest Airlines Flight 1380, a Boeing 737-7H4 flying from LaGuardia Airport, New York, en route to Dallas Love Field, Texas, experienced an engine failure over Pennsylvania. The …
https://en.wikipedia.org/wiki/Southwest_Airlines_Flight_1380
+ 3 more evidence sources
info
Claim 13: “As a two-week ceasefire between the U.S. and Iran heads toward expiration on Wednesday, UBS thinks several stocks can outperform if the truce is extended or a formalized peace is reached.”
SINGLE SOURCE
The web search results provided for this claim discuss UBS and market outlooks but do not mention a specific 'two-week ceasefire between the U.S. and Iran' expiring on a Wednesday, nor do they confirm UBS's specific prediction about stocks outperforming upon extension or peace. The evidence is insufficient to corroborate the specific premise of the claim.
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web search NEUTRAL — UBS interview details: 115 interview reviews posted anonymously by UBS interview candidates.
https://www.wallstreetoasis.com/company/ubs-0/interview
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web search NEUTRAL — Mar 11, 2026 · Effective immediately, UBS global banking americas employees to return to working 5 days a week in the office… removing the current flexibility for working from home on Fridays
https://www.wallstreetoasis.com/forum/investment-banking/ubs…
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web search NEUTRAL — Oct 10, 2024 · Where does UBS IB go from here? Groups are bloated with the worst of both UBS and CS and the culture is so much worse than before the merger happened. Most coverage groups and M&A
https://www.wallstreetoasis.com/forum/investment-banking/fut…
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Claim 14: “Before the war, UBS analyst Atul Maheswari in February upgraded the stock to buy, betting that new initiatives like assigned seats and checked bag fees will boost profits.”
CORROBORATED
Multiple web search results independently confirm that UBS analyst Atul Maheswari upgraded Southwest Airlines to Buy, citing potential profit boosts from assigned seating and checked baggage fees.
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web search NEUTRAL — UBS has upgraded Southwest Airlines to Buy, citing massive earnings potential from the airline's new extra legroom seating, assigned seating, and checked baggage fees. Analyst Atul Maheswari raised th…
https://finance.biggo.com/news/ReHLa5wBQ45Y7dX6pcRw
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web search NEUTRAL — Investing.com - UBS upgraded Southwest Airlines (NYSE:LUV) to Buy from Neutral and raised its price target to $73 from $51. Analyst Atul Maheswari said the firm sees upside to Southwest's previously h…
https://in.investing.com/news/analyst-ratings/ubs-upgrades-s…
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web search NEUTRAL — The immediate catalyst is clear. On Friday, UBS UBS-- upgraded Southwest Airlines LUV-- to Buy from Neutral and raised its price target to $73 from $51. The bank's analyst, Atul Maheswari, argues that…
https://www.ainvest.com/news/southwest-fee-surge-assessing-c…
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.