3 ASX stocks UBS rates as a buy after recent results

It’s easy to get overwhelmed with the sheer number of profit reports coming out around this time of year.

In this situation, it pays to check in with the experts and see which results have piqued their interest.

I’ve selected three reports from UBS analysts who have rated these companies a buy.

Let’s see who they like.

UBS said Superloop’s EBITDA of $123 million for the full year came in ahead of guidance, which was a positive.

The broker said “there is a lot to like here”, including good margins on the business and wholesale front, momentum in adding new consumer customers, and disciplined cost management.

They added:

We think these will feature yet again in FY27 and beyond and establish a solid foundation for SLC to deliver on its Supercharge29 ambitions. We forecast progressive margin improvement for both Business and Wholesale, and expect EBITDA margins to exceed 20% by FY29.

UBS said the company also reported good momentum for the first six weeks of FY27, which was not surprising “given SLC’s extensive marketing efforts to increase brand awareness, network quality and relatively attractive pricing”.

UBS has a price target of $4.15 on Superloop shares compared to $3.08 currently.

Service Stream Ltd (ASX: SSM)

UBS said this company also delivered a full-year result that was better than expected, with good margins contributing.

The broker noted that Service Stream continues to see 5% to 10% year-on-year earnings growth as sustainable.

They also suggested the company could be active in the M&A space, saying:

With $81mn net cash and strong track record of cash generation, we think SSM is well placed to supplement its organic growth profile. SSM has successfully integrated Lendlease Services and has exceeded expectations when it comes to mobilisation and ramp up of Defence work. These experiences should bode well especially when it comes to M&A opportunities, in our view. Focus is likely to be on Power and Industrial, but we think SSM is likely to consider opportunities to diversify its capabilities and capacity beyond these areas.

UBS has a price target of $2.95 on Service Stream compared to $2.51 currently.

Breville Group Ltd (ASX: BRG)

This company also beat FY26 consensus estimates on a number of fronts, and while revenue growth was lower than expected, margins were better.

UBS said the company remained attractive as it had a long-term track record of double-digit EBIT growth.

The broker has a $37 price target on Breville shares compared to $31.26 currently.