UBS like most analysts are behind the curve. They upgraded them to neutral, which ususlly means market perform. If you look at their chart against the S&P 500 the last three months that is exactly what they did exect for the blip at the end of the year, which got chopped at the begining of the year back to the mean.
Basicly they are telling us what we already know. If it rises or falls in the next few months I am certain they will be last to the table with an upgrade or a down grade.