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These stocks should outperform as the Iran deal is finalized, says UBS

With a deal on the horizon, UBS thinks that stocks like Southwest Airlines and Eastman Chemicals could benefit from a potential settlement.

These stocks should outperform as the Iran deal is finalized, says UBS

TL;DR

  • UBS suggests Southwest Airlines and Eastman Chemical could benefit from a U.S.-Iran Middle East war settlement.
  • The bank's stock picks are based on factors like underperformance, cheap valuation, and Buy ratings.
  • Southwest Airlines management is confident in achieving over $4/share EPS in '26, supported by fare increases and industry discipline.
  • Eastman Chemical received an overweight upgrade from JPMorgan, with expectations of a positive earnings turn in 2026 due to higher commodity earnings and durable goods manufacturing recovery.

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