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Bernstein
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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
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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
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Bernstein: Texas Data Center Audits Will Boost Value of Existing Bitcoin Mining and AI Sites Due to Increased Power Scarcity
Bernstein analysts noted that Texas Governor Greg Abbott's order to audit all data center projects in the state will curb speculative development and increase the scarcity value of already approved po
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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
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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
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According to Bernstein's analysis, the partnership between Core Scientific and AMD is expected to generate $14 billion in revenue over the next 15 years.
According to Bernstein’s analysis, the partnership between crypto mining firm Core Scientific and chipmaker AMD is expected to generate $14 billion in revenue over the next 15 years. The analysis note
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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
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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
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Bitwise CIO Matt Hougan Believes Bitcoin Has Bottomed and Could Be "Substantially Higher" by Year-End
Bitwise CIO Matt Hougan believes Bitcoin (BTC) has finally hit a bottom and could be "substantially higher" by year-end. Hougan argues that Bitcoin typically trades in four-year cycles, urging investo
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Bernstein: Robinhood’s Q2 Market Revenue Expected to Exceed Crypto Revenue; Raises Price Target to $160
Svmuu News: Bernstein analyst Gautam Chhugani wrote in a report on Robinhood that the platform’s prediction market revenue is expected to exceed that of its cryptocurrency trading business as early as
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Bernstein Raises Robinhood's Price Target to $160
Svmuu News: Bernstein raised its price target for Robinhood from $130 to $160 and maintained its “Outperform” rating. The firm expects that, as Rothera and Robinhood Chain drive this next-generation t
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Bernstein: The Storage Bull Market Could Last Until 2027; the Period of Rapid Price Increases Has Ended
Svmuu News: Wall Street investment bank Bernstein released its monthly report on the storage industry, noting that the current storage bull market is expected to continue through 2027, but the phase o
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Bernstein: SK Hynix's DRAM gross margin is expected to reach 92% in the third quarter
Svmuu News: Investment research firm Bernstein estimates that SK Hynix’s DRAM gross margin is expected to reach 90.9% in the second quarter of this year and 92% in the third quarter. This growth is pr
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Bernstein: The Strength of Data Center REITs Is Underestimated by Market Metrics
Svmuu News: Bernstein analysts stated in a research report that the strength of data center real estate investment trusts (REITs) is often underestimated. This is because traditional valuation metrics
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Bernstein Raises Qualcomm's Price Target to $235
Svmuu News: Bernstein raised its target price for Qualcomm from $140 to $235 and maintained its “In Line” rating.
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Bernstein: Raises target price for Micron Technology (MU.O) from $510 to $1,300
Svmuu News: Bernstein raises its price target for Micron Technology (MU.O) from $510 to $1,300. (Jin Shi)
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Optimistic about HBM4 pricing in 2027, Bernstein expects HBM price to rise to $53 per GB
Svmuu, Citrini analyst jukan posted on platform X, revealing that Bernstein is very optimistic about the pricing of HBM4 in 2027, anticipating that the price will rise to $53 per GB when Vera Rubin ac
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Bernstein Warns: Apple (AAPL) December Quarter Earnings May Miss Expectations Due to Soaring Memory Chip Costs
Bernstein analysts believe that Apple (AAPL) faces downside risk to its December quarter earnings due to a significant increase in memory chip costs, which will squeeze iPhone profits. The firm lowere
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Bernstein: Huawei's Kirin 9050 Pro chip narrows gap with Apple's chips to about three years
Equity research firm Bernstein stated that Huawei Technologies' latest smartphone processor, the Kirin 9050 Pro, unveiled earlier this month, has narrowed its performance gap with Apple's chips from r
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Bernstein projects annual prediction market volumes to hit $10 trillion by 2035, driven by financial assets overtaking sports
Bernstein projects annual prediction market volumes to hit $10 trillion by 2035, driven by financial assets overtaking sports
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Bernstein: India's large caps stuck in 'bygone economic era', foreign investors resume selling $1.7B in Sept, pushing Nifty 50 down over 10% YTD
Global brokerage Bernstein stated that foreign investors have little reason to invest in India as large businesses struggle to reinvent themselves. Foreign portfolio investors have sold $1.7 billion i
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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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Bernstein warns of AI slowdown, names CoreWeave as clear loser with Underperform rating and $74 price target
Bernstein analysts issued a warning about a potential AI slowdown, identifying cloud provider CoreWeave Inc. (CRWV) as the stock most vulnerable. CoreWeave shares fell about 8% on September 14, closin
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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
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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
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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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Bernstein analysts estimate that if SpaceX were to build its own mobile network, it would cost between $50 billion and $130 billion.
Bernstein analyst Douglas Harned stated in a Monday report that if Elon Musk's SpaceX were to build its own mobile network to challenge carriers like Verizon, T-Mobile, and AT&T, the cost could range
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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
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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
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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
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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
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Bernstein Expects Bitcoin to Reach $150,000 by Mid-2027 and $300,000 at the 2029 Cycle Peak, While Lowering Price Target for Bitcoin-Holding Company Strategy to $350
Bernstein analysts stated that Bitcoin is expected to reach $150,000 by mid-2027 and approximately $300,000 at the 2029 cycle peak, against a backdrop of a "currency debasement trade." The analysts be
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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
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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
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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
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Bernstein analysis suggests that the U.S. FCC's ban on new foreign-made mobile robots marks the beginning of a decoupling of U.S.-China robotics technology.
Bernstein analysis points out that the U.S. Federal Communications Commission (FCC)'s ban on new foreign-made mobile robots signals the beginning of decoupling between the U.S. and China in the roboti
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Bernstein
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