Bernstein

Apple Inc. (NASDAQ: AAPL) stock jumped 2 percent on Friday to hit new all-time highs after the company reported a fiscal fourth-quarter earnings beat and issued guidance that impressed the market. A number of Wall Street analysts weighed in on Apple following the report. Here’s a rundown of...

Tesla Inc (NASDAQ: TSLA)'s third-quarter earnings report made it clear that the company is at its core a combination of a tech company and a vertically integrated manufacturer, Oppenheimer's Colin Rusch said in a note. But the company's ability to become a "transformative"...

Wall Street is punishing Tesla Inc (NASDAQ: TSLA) after the company reported lower vehicle deliveries and turned in a third-quarter loss that was greater than projected. Shares of the electric carmaker were down 7 percent Thursday. With the Model 3 ramp pushed out a full quarter, production issues...

WTI crude oil prices are back above $54/bbl for the first time since February, which is good news for many oil investors. But while crude oil prices have surged 15 percent in the past month, natural gas prices have fallen 5.8 percent in that time. Bernstein analyst Jean Ann Salisbury recently...

Previewing QUALCOMM, Inc. (NASDAQ: QCOM)'s fiscal-year fourth-quarter results, Bernstein said it believes external factors are likely to overshadow near-term business dynamics once again. Qualcomm is scheduled to report its September quarter results after the market close Wednesday. As such,...

Bernstein said in a note Monday its positive thesis on Apple Inc. (NASDAQ: AAPL) is predicated on two beliefs, namely that the iPhone X super-cycle will prompt iPhone unit growth in 2018 and that Apple will enjoy strong ASP growth. As such, Bernstein has an Outperform rating and a $175 price...

Qudian Inc - ADR (NYSE: QD)'s initial public offering Wednesday was mostly positive as the stock opened at $34.35 after pricing shares at $24. By Thursday morning, the stock was trading below the $30 level, but some among Wall Street aren't concerned. Bernstein's Linda Sun-Mattison initiated...

The chip space will be brimming with activity in the upcoming week, with two big names in the sector scheduled to report their fiscal third-quarter results. Mark your calendar for these dates to gain insight into the health of the semiconductor space. The Schedule Intel Corporation (NASDAQ: INTC...

International Business Machines Corp. (NYSE: IBM) stock jumped more than 9 percent on Wednesday after the company reported a big third-quarter earnings beat. Several Wall Street analysts weighed in on IBM following the report. Here’s a rundown of what they had to say. Voices From The Street...

Shares of International Business Machines Corp. (NYSE: IBM) were trading higher by more than 5 percent Wednesday morning after "Big Blue" impressed investors in its third-quarter report, but didn't win over some of Wall Street's bears. Bernstein's Toni Sacconaghi maintains a...

Facebook Inc (NASDAQ: FB) has bold plans for its new Oculus Go virtual reality headset, which could positively impact the entire semiconductor sector, according to Bernstein's Pierre Ferragu. Facebook's Oculus Go has a handful of notable characteristics that bodes well for the device's...

Since Netflix, Inc. (NASDAQ: NFLX) announced it will increase prices on its U.S. members for the first time since 2015, investors have legitimate reasons to be concerned that subscriber losses could outweigh any revenue benefit. But these concerns may be overblown, at least according to Bernstein...

Rumors that Amazon.com, Inc. (NASDAQ: AMZN) may soon be jumping into the pharmacy business have weighed on drug retailers Walgreens Boots Alliance Inc (NASDAQ: WBA) and CVS Health Corp (NYSE: CVS). However, pharmacy benefit managers, which serve as middlemen between insurers and pharmaceutical...

Last week, Leerink analyst David Larsen said that it’s only a matter of time before Amazon.com, Inc. (NASDAQ: AMZN) takes the plunge into the pharmacy business and that Amazon could be selling prescription drugs within two years’ time. On Monday, Bernstein analyst Lance Wilkes said...

What’s the price of better content? About $12 a year for Netflix, Inc. (NASDAQ: NFLX) subscribers. As the streaming platform expands its original production budget from $6 billion to $7 billion, it’s turning out consumer pockets to make up the difference. In November, Netflix will raise...