Bernstein

Competitive investment from several larger rivals and economies of scale in the entertainment sector have intensified the playing field for Lions Gate Entertainment Corp (NYSE: LGF.A), according to Bernstein. The Analyst Todd Juenger of Bernstein downgraded shares of Lionsgate from Outperform to...

Walmart Inc (NYSE: WMT) investors were blindsided by a disappointing fourth quarter this week, sending the stock tumbling by more than 11 percent. Several Wall Street analysts have jumped in to defend Walmart following the lackluster quarter. Here’s a rundown of what they had to say. Voices...

CF Industries Holdings, Inc. (NYSE: CF) is likely to benefit from the continued recovery in nitrogen, an analyst at Bernstein said. The company is a pure-play nitrogen manufacturing company focused on the North American market. The Analyst Bernstein analyst Jonas Oxgaard initiated coverage of...

Analog Devices, Inc. (NASDAQ: ADI) has underperformed peers over the past year following its acquisition of Linear Technologies — which creates a favorable setup for investors, according to Bernstein. The Analyst Bernstein's Stacy Rasgon upgraded Analog Devices from Market-...

Tesla Inc (NASDAQ: TSLA) posted marginal top- and bottom-line beats in its Wednesday earnings report, and traders retreated Thursday with a 5-percent pullback. Analysts reflected on the quarter with similar ambivalence. The Cash Situation Nomura analyst Romit Shah considered the report decidedly...

Inverse volatility funds, including the Credit Suisse AG – VelocityShares Daily Inverse VIX Short Term ETN (NASDAQ: XIV) and the ProShares Trust II (NYSE: SVXY), have taken much of the blame for the historical spike in stock market volatility this week. In a note on Thursday, Bernstein...

Tesla Inc (NASDAQ: TSLA)'s narrower-than-expected loss in the fourth quarter and slight revenue beat doesn't tell the whole story of the quarter as digging beyond the headline numbers shows "some puts, some takes," according to one of Wall Street's most notable analysts. The...

The market’s historic sell-off on Monday certainly got the attention of investors. It also got the attention of market experts and analysts, many of whom took the opportunity to weigh in on what the sell-off means and how traders should react. Here’s a rundown of what Wall Street had to...

Apple Inc. (NASDAQ: AAPL) shares were down 2.7 percent Friday after the company’s first-quarter earnings report received mixed reviews from the market. A number of Wall Street analysts weighed in following the report. Voices From The Street Bank of America analyst Wamsi Mohan said Apple...

Apple Inc. (NASDAQ: AAPL)'s fiscal first quarter earnings report prompted one of the Street's most notable Apple analysts to part ways with his bullish stance. The Analyst Bernstein's Toni Sacconaghi downgraded Apple's stock from Outperform to Market Perform with a price...

Shares of Express Scripts Holding Company (NASDAQ: ESRX) have risen more than 30 percent since Thanksgiving 2017, mostly due to expectations of earnings improvements stemming from U.S. tax legislation. But the gains are now "overdone," according to Bernstein.  The Analyst Bernstein...

Advanced Micro Devices, Inc.(NASDAQ: AMD) shares were up 5.8 percent Wednesday after the company’s fourth-quarter earnings report topped lofty market expectations. A number of Wall Street analysts weighed in following the report.  Voices From The Street Bernstein analyst Stacy...

Expansion plans and sector-wide upside drivers give United Continental Holdings Inc (NYSE: UAL) a strong market position while American Airlines Group Inc (NYSE: AAL) remains competitive despite United’s growing market share, according to Bernstein.  The Analyst Analyst David Vernon...

Starbucks Corporation (NASDAQ: SBUX) reported fiscal first-quarter earnings last week, disappointing some Wall Street analysts due to poor performance in the North American unit, but fueling optimism in others over the company's prospects in China.   The Analyst Bernstein's Sara...