Bernstein

Apple Inc. (NASDAQ: AAPL)'s second-quarter earnings report signaled its Services business remains strong and adjusted for one-time factors grew 27 percent versus 23 percent, 25 percent, and 24 percent in the prior three quarters, according to Bernstein. The Analyst Bernstein's Toni...

NVIDIA Corporation (NASDAQ: NVDA) reported another record quarter on Thursday, but the market wasn’t particularly impressed. Nvidia stock traded down more than 2 percent on Friday. Here’s what Wall Street analysts had to say about Nvidia following the report. Low-Quality Beat Deutsche...

Chinese search engine Baidu Inc (ADR) (NASDAQ: BIDU) reported forecast-beating first-quarter earnings last month and issued upbeat projections for its second quarter. Later, the company announced plans to divest its financial services business. The Analyst Bernstein analyst Bhavtosh Vajpayee...

Technology investors always need to keep up with the latest market developments, and the cryptocurrency market is one of the most rapidly evolving fields. In a new report Thursday, Bernstein analyst Mark Li provides an update on cryptocurrency mining technology and the semiconductor stocks that are...

Walt Disney Co. (NYSE: DIS) reported a big second-quarter earnings beat on Tuesday, although investors don't appear to be too impressed. Earnings of $1.84 per share and revenue of $14.5 billion handily beat expectations, but the stock was trading down 2 percent on Wednesday. Several Wall Street...

When betting big on a stock, it's always reassuring when the company itself is buying up shares hand over fist. That’s exactly the situation for shareholders of Apple, Inc. (NASDAQ: AAPL) and Hewlett Packard Enterprise Co (NYSE: HPE), and Bernstein analyst Toni Sacconaghi Jr. said Tuesday...

Tesla Inc (NASDAQ: TSLA) CEO Elon Musk censured analysts on the company’s Wednesday afternoon earnings call for asking “bonehead” questions. One analyst was told to “ask questions that are not boring,” and a Model Y query was abruptly dismissed with “let...

Bernstein's bearish case against salesforce.com, inc. (NYSE: CRM) no longer applies as the company "created a path" to achieve the necessary growth rate. The Analyst Bernstein's Mark Moerdler upgraded Salesforce from Underperform to Market Perform with a price target lifted...

Tesla Inc (NASDAQ: TSLA) shares fell as much as 7.3 percent on the company’s mixed first-quarter earnings report, but whatever shook investors didn’t faze the analysts. What Went Well Morgan Stanley analysts Adam Jonas and Armintas Sinkevicius confirmed the first quarter was “no...

Apple Inc. (NASDAQ: AAPL) shares were up more than 4.5 percent after the company released a much better-than-feared fiscal second-quarter earnings report on Tuesday. The stock was trading around $176.79 Wednesday afternoon. Most major Wall Street firms weighed in on Apple following the big report...

Microsoft Corporation (NASDAQ: MSFT)'s third-quarter report Thursday sent shares to an all-time high of $97.90. Are sell-side analysts still recommending investors buy the stock at this price?  The Analysts Bernstein's Mark Moerdler maintains an Outperform rating on...

Intel Corporation (NASDAQ: INTC) reported its first quarter results, which prompted a notable bear analyst to upgrade the stock. The Analyst Bernstein's Stacy Rasgon upgraded Intel from Underperform to Market Perform with a price target lifted from $38 to $54. The Thesis Rasgon's prior...

Chipotle Mexican Grill, Inc. (NYSE: CMG) reported a mixed first-quarter earnings report Wednesday, with an EPS beat and sales miss, but shares moved notably higher. Is now the time for investors to be buyers of the stock? Here's a summary of what some Wall Street analysts are saying after the...

Apple Inc. (NASDAQ: AAPL) is scheduled to report its fiscal second-quarter earnings May 1, and one of the Street's most notable analysts lowered his expectations ahead of the print. The Analyst Bernstein's Toni Sacconaghi Jr. maintains a Market-Perform rating on Apple's stock with an...

There was a lot for investors to like about Advanced Micro Devices, Inc. (NASDAQ: AMD) earnings, but some analysts still say investors should approach the stock with caution. The Analyst Bernstein analyst Stacy Rasgon reiterated a Market Perform rating and $13 price target for AMD. The Thesis...