Bernstein
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Bernstein cuts its 2030 gold target to $5,600/oz from $6,100, reflecting expectations for higher interest rates, but remains firmly bullish
The firm says gold can continue rising despite higher real yields, with central-bank diversification away from the U.S. dollar remaining the key structural driver.
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Brent crude rose 3.7% overnight, breaking above $108. Bernstein warned that the combined crises in the Strait of Hormuz and the Red Sea could push oil prices to $150.
Bernstein analysts point out that the closure of Saudi Arabia's East-West oil pipeline due to attacks, coupled with the delayed negotiations between Iran and Gulf states over the Strait of Hormuz, is
-
Bernstein analyst Stacy Rasgon expects ASML to return 70% from current levels, setting a Street-high target of $2,859
Bernstein analyst Stacy Rasgon reiterated a Buy rating on ASML and raised his price target from $2,623 to $2,859, which is the highest on Wall Street and implies a roughly 70% upside from its current
-
Bernstein expects the CLEAR Act to progress beyond market expectations, stating that "any positive surprises are not yet reflected in stock prices."
Bernstein analysts believe the cryptocurrency market is currently showing a bearish trend ahead of Tuesday's cloture vote on the Clarity Act and Wednesday's Federal Reserve decision.
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Alibaba's AI Bet Faces $10.2 Billion Test as Equity Raise Draws Scrutiny, Bernstein Lowers Price Target
Alibaba Group Holding Limited's recent $10.2 billion equity raise to fund its AI push has drawn investor scrutiny over potential share dilution. Bernstein SocGen lowered its price target on Alibaba to
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Bernstein analysts predict Robinhood chain to generate $160M in annual fees by 2028, driven by growing demand for tokenized stock trading
Bernstein analysts predict Robinhood chain to generate $160M in annual fees by 2028, driven by growing demand for tokenized stock trading
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Bitcoin surges 29% in three weeks, analysts predict another 515% rise to $500,000 by 2029.
Bitcoin has surged by 29% in the past few weeks, with a 21% increase in just three days between August 19 and August 22. Bernstein analysts predict that Bitcoin is poised to reach a new all-time high
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IREN Limited shares continue to fall, but Bernstein still sees 182% upside potential with a $100 price target
IREN Limited (NASDAQ:IREN) is currently trading at $35.45, significantly below the Wall Street consensus price target of $80.19, which implies a 126% upside. Bernstein analyst Gautam Chhugani has set
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Bernstein: Meta on Track to Surpass Google Search in Ad Revenue by End-2026, Citing AI-Driven Growth
Bernstein notes Meta captured nearly half of every incremental digital ad dollar in Q2. The firm believes AI is accelerating ad growth by improving recommendations, targeting, measurement, and convers
-
Bernstein Analyst Gautam Chhugani Predicts Bitcoin Could Hit $1 Million by 2033, Citing US Dollar Debasement as Key Driver
Bernstein analyst Gautam Chhugani and his team recommend buying Bitcoin as a hedge against potential U.S. currency debasement, driven by soaring U.S. debt and long-term bond yields. Chhugani believes
-
A CoinDesk article suggests that the actual utilization rate of tokenized assets may be significantly higher than existing data indicates.
The article analyzes that after excluding assets that have never been transferred, correcting for holders and their reasons, and accounting for off-chain operations, the utilization rate of tokenized
-
Bernstein forecasts Bitcoin to reclaim $125K by late 2026, reaching $300K in 2029
Bernstein expects Bitcoin to reclaim $125,000 by late 2026 before reaching $300,000 in 2029 under its base case, with a bull case of $500,000.
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Bernstein Predicts Bitcoin Could Hit $300,000 by 2029
Bernstein forecasts Bitcoin could recover to a new record of $150,000 by mid-2027 before reaching $300,000 by 2029. The firm attributes its bullish outlook to rising government debt and currency debas
-
Bernstein analyst Gautam Chhugani sets Street-high price target of $330 for Coinbase (COIN), implying 77% upside despite recent earnings misses.
Bernstein analyst Gautam Chhugani has assigned a Street-high price target of $330 for Coinbase Global (COIN), suggesting a potential 77% upside from its current trading price of $186.49. This optimist
-
Bernstein maintains Outperform rating on Circle (CRCL) with $140 price target, implying 59% upside
Bernstein analysts believe Circle's growth cycle can continue even if the Clarity Act does not pass. They noted that USDC supply has rebounded by about $1.7 billion over the past week, and adjusted st
-
Bernstein analyst highlights Quanta Services (PWR) as a promising "AI power stock"
Bernstein analyst Chad Dillard identified Quanta Services (PWR) as a key beneficiary of AI-driven power demand, calling it an "800-pound gorilla" in high-voltage transmission lines and data center vol
-
Bernstein Analysts: Central Processing Units Could Be New Growth Driver for TSMC
Analysts noted that the central processing unit market is set for faster growth with the takeoff of agentic AI earlier this year.
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Bernstein Analyst Predicts Microsoft Stock to Rally Another 30%
A Bernstein analyst believes Microsoft's stock could see an additional 30% rally, arguing that the company is taking a “measured” approach to AI spending, contrary to concerns about overspending.
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ASML's stock price has fallen by 1.43% over the past month, but Bernstein analysts maintain a top price target of $2,623, suggesting a potential upside of 50% for the stock.
ASML's stock price has recently been under pressure following reports that a Chinese state-owned enterprise has begun mass production of immersion DUV lithography machines, sparking market concerns ab
-
Bitcoin miner Cipher Digital (CIFR) Q2 net loss widened to $267.5 million, stock fell 15.7% on Tuesday
The company's Q2 net loss was more than five times that of the same period last year, with revenue falling from $43.6 million in Q2 2025 to $24.8 million. Despite the poor performance, Bernstein analy
-
Bernstein Maintains "Outperform" Rating on SpaceX with a Price Target of $239, Citing Orbital AI Data Centers as the Core of Long-Term Valuation
Bernstein released a research report maintaining its “Outperform” rating on SpaceX with a price target of $239, representing an upside potential of approximately 113% from its July 30 closing price of
-
Bernstein Sees 78% Upside for Robinhood, Citing Crypto Business Expansion
Bernstein has maintained its $160 price target for Robinhood, projecting a 78% upside for the company. The firm believes that the expansion of Robinhood's crypto business, driven by tokenization and p
-
Bernstein Cuts Circle Price Target to $140, Citing Fading Open USD Threat
Financial firm Bernstein has lowered its price target for Circle, the issuer of the USDC stablecoin, to $140 from $190. The firm maintained its 'Outperform' rating, stating that the threat from 'Open
-
Bernstein Raises U.S. eCommerce Forecasts After Estimating 11% Q2 Sales Growth
Investment firm Bernstein raised its U.S. eCommerce forecasts, citing an estimated 11% sales growth in Q2, a significant increase from 5-6% in recent quarters. The firm anticipates strong results from
-
Bernstein cuts its 2030 gold target to $5,600/oz from $6,100, reflecting expectations for higher interest rates, but remains firmly bullish
The firm says gold can continue rising despite higher real yields, with central-bank diversification away from the U.S. dollar remaining the key structural driver.
-
Brent crude rose 3.7% overnight, breaking above $108. Bernstein warned that the combined crises in the Strait of Hormuz and the Red Sea could push oil prices to $150.
Bernstein analysts point out that the closure of Saudi Arabia's East-West oil pipeline due to attacks, coupled with the delayed negotiations between Iran and Gulf states over the Strait of Hormuz, is
-
Bernstein analyst Stacy Rasgon expects ASML to return 70% from current levels, setting a Street-high target of $2,859
Bernstein analyst Stacy Rasgon reiterated a Buy rating on ASML and raised his price target from $2,623 to $2,859, which is the highest on Wall Street and implies a roughly 70% upside from its current
-
Bernstein expects the CLEAR Act to progress beyond market expectations, stating that "any positive surprises are not yet reflected in stock prices."
Bernstein analysts believe the cryptocurrency market is currently showing a bearish trend ahead of Tuesday's cloture vote on the Clarity Act and Wednesday's Federal Reserve decision.
-
Alibaba's AI Bet Faces $10.2 Billion Test as Equity Raise Draws Scrutiny, Bernstein Lowers Price Target
Alibaba Group Holding Limited's recent $10.2 billion equity raise to fund its AI push has drawn investor scrutiny over potential share dilution. Bernstein SocGen lowered its price target on Alibaba to
-
Bernstein analysts predict Robinhood chain to generate $160M in annual fees by 2028, driven by growing demand for tokenized stock trading
Bernstein analysts predict Robinhood chain to generate $160M in annual fees by 2028, driven by growing demand for tokenized stock trading
-
Bitcoin surges 29% in three weeks, analysts predict another 515% rise to $500,000 by 2029.
Bitcoin has surged by 29% in the past few weeks, with a 21% increase in just three days between August 19 and August 22. Bernstein analysts predict that Bitcoin is poised to reach a new all-time high
-
IREN Limited shares continue to fall, but Bernstein still sees 182% upside potential with a $100 price target
IREN Limited (NASDAQ:IREN) is currently trading at $35.45, significantly below the Wall Street consensus price target of $80.19, which implies a 126% upside. Bernstein analyst Gautam Chhugani has set
-
Bernstein: Meta on Track to Surpass Google Search in Ad Revenue by End-2026, Citing AI-Driven Growth
Bernstein notes Meta captured nearly half of every incremental digital ad dollar in Q2. The firm believes AI is accelerating ad growth by improving recommendations, targeting, measurement, and convers
-
Bernstein Analyst Gautam Chhugani Predicts Bitcoin Could Hit $1 Million by 2033, Citing US Dollar Debasement as Key Driver
Bernstein analyst Gautam Chhugani and his team recommend buying Bitcoin as a hedge against potential U.S. currency debasement, driven by soaring U.S. debt and long-term bond yields. Chhugani believes
-
A CoinDesk article suggests that the actual utilization rate of tokenized assets may be significantly higher than existing data indicates.
The article analyzes that after excluding assets that have never been transferred, correcting for holders and their reasons, and accounting for off-chain operations, the utilization rate of tokenized
-
Bernstein forecasts Bitcoin to reclaim $125K by late 2026, reaching $300K in 2029
Bernstein expects Bitcoin to reclaim $125,000 by late 2026 before reaching $300,000 in 2029 under its base case, with a bull case of $500,000.
-
Bernstein Predicts Bitcoin Could Hit $300,000 by 2029
Bernstein forecasts Bitcoin could recover to a new record of $150,000 by mid-2027 before reaching $300,000 by 2029. The firm attributes its bullish outlook to rising government debt and currency debas
-
Bernstein analyst Gautam Chhugani sets Street-high price target of $330 for Coinbase (COIN), implying 77% upside despite recent earnings misses.
Bernstein analyst Gautam Chhugani has assigned a Street-high price target of $330 for Coinbase Global (COIN), suggesting a potential 77% upside from its current trading price of $186.49. This optimist
-
Bernstein maintains Outperform rating on Circle (CRCL) with $140 price target, implying 59% upside
Bernstein analysts believe Circle's growth cycle can continue even if the Clarity Act does not pass. They noted that USDC supply has rebounded by about $1.7 billion over the past week, and adjusted st
-
Bernstein analyst highlights Quanta Services (PWR) as a promising "AI power stock"
Bernstein analyst Chad Dillard identified Quanta Services (PWR) as a key beneficiary of AI-driven power demand, calling it an "800-pound gorilla" in high-voltage transmission lines and data center vol
-
Bernstein Analysts: Central Processing Units Could Be New Growth Driver for TSMC
Analysts noted that the central processing unit market is set for faster growth with the takeoff of agentic AI earlier this year.
-
Bernstein Analyst Predicts Microsoft Stock to Rally Another 30%
A Bernstein analyst believes Microsoft's stock could see an additional 30% rally, arguing that the company is taking a “measured” approach to AI spending, contrary to concerns about overspending.
-
ASML's stock price has fallen by 1.43% over the past month, but Bernstein analysts maintain a top price target of $2,623, suggesting a potential upside of 50% for the stock.
ASML's stock price has recently been under pressure following reports that a Chinese state-owned enterprise has begun mass production of immersion DUV lithography machines, sparking market concerns ab
-
Bitcoin miner Cipher Digital (CIFR) Q2 net loss widened to $267.5 million, stock fell 15.7% on Tuesday
The company's Q2 net loss was more than five times that of the same period last year, with revenue falling from $43.6 million in Q2 2025 to $24.8 million. Despite the poor performance, Bernstein analy
-
Bernstein Maintains "Outperform" Rating on SpaceX with a Price Target of $239, Citing Orbital AI Data Centers as the Core of Long-Term Valuation
Bernstein released a research report maintaining its “Outperform” rating on SpaceX with a price target of $239, representing an upside potential of approximately 113% from its July 30 closing price of
-
Bernstein Sees 78% Upside for Robinhood, Citing Crypto Business Expansion
Bernstein has maintained its $160 price target for Robinhood, projecting a 78% upside for the company. The firm believes that the expansion of Robinhood's crypto business, driven by tokenization and p
-
Bernstein Cuts Circle Price Target to $140, Citing Fading Open USD Threat
Financial firm Bernstein has lowered its price target for Circle, the issuer of the USDC stablecoin, to $140 from $190. The firm maintained its 'Outperform' rating, stating that the threat from 'Open
-
Bernstein Raises U.S. eCommerce Forecasts After Estimating 11% Q2 Sales Growth
Investment firm Bernstein raised its U.S. eCommerce forecasts, citing an estimated 11% sales growth in Q2, a significant increase from 5-6% in recent quarters. The firm anticipates strong results from
- No data
Bernstein
24H Trending
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1
BofA Estimates: AI Infrastructure May Require $1.2 Trillion in External Financing Over Next 5 Years, With Over $300 Billion in Annual Incremental Debt Supply
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2
Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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3
XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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4
Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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5
JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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6
Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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7
A Hong Kong hotel has been put up for sale by Nanyang Commercial Bank for HK$1.87 billion after being taken over, reflecting a trend of converting hotels into student dormitories.
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8
Binance Stock Trading Platform Adds 25 New Stocks
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9
Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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10
US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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