Bernstein

Bernstein recommends ServiceNow Inc (NYSE: NOW) as a perfect gift for children, given its view that it is a high-quality, long-term growth opportunity. Not Getting Its Due Analyst Zane Chrane believes the consensus revenue forecasts for the company do not give sufficient credit to the company for...

Two months after QUALCOMM, Inc. (NASDAQ: QCOM) lowered its fiscal third-quarter revenue guidance by $500 million, Wall Street may still have its expectations too high. In April, Qualcomm lowered its guidance after iPhone partner Apple Inc. (NASDAQ: AAPL) informed Qualcomm it would be withholding...

Regeneron Pharmaceuticals Inc (NASDAQ: REGN) shares have been on an uptrend since late April, adding roughly 40 percent. The run up has led to worries over whether the stock has gotten ahead of fundamentals. Bernstein downgraded Regeneron, citing a more balanced risk-reward scenario. The firm...

Chipotle Mexican Grill Inc. (NYSE: CMG) reiterated its high single-digit 2017 same-restaurant sales growth guidance on Monday evening and said it expects rising costs in Q2. Several Wall Street analysts commented on the stock following the updated guidance. Here’s a look at the key themes...

While Vodafone Group Plc (ADR) (NASDAQ: VOD) might be a difficult company for many investors to fully understand, Bernstein analyst Dhananjay Mirchandani believes this is what could drive upside. Mirchandani maintains an Outperform rating on the stock with a price target of £265. What Are...

Updating the M&A scenario in the chemicals space, Bernstein said in a note on Monday that there are currently six M&A live deals in its covered chemicals space, now that the PPG Industries, Inc (NYSE: PPG)–Akzo Nobel N.V. (ADR) (OTC: AKZOY) deal has been called off. Analysts Jeremy...

Bernstein has named Tableau Software Inc (NYSE: DATA) its most likely Outperformer in the Mid-Cap Software Space based on a risk/reward basis and set a price target of $79. While the stock has lagged over the last 18 months under old management, Bernstein analyst Zane Chrane doesn't expect this...

While there were no groundbreaking announcements, Apple Inc. (NASDAQ: AAPL)'s WWDC keynote address Monday was filled with more product launches than investors anticipated. After the address, Bernstein Research analyst Toni Sacconaghi rated Apple at Outperform and set a $160 price target. 4 Key...

Bernstein sees a potential game-changer in play for McDonald's Corporation (NYSE: MCD), as research analyst Sara Senatore raised her target price to $170 and maintained her Outperform rating. New Loyalty Program Could Be A Huge Hit Royalty programs have greatly expanded over the last few years...

Biotech investors may have noticed that the first quarter of the year is a bit sluggish for drug sales. They aren’t imagining things, according to Bernstein analyst Aaron Gal. Bernstein analyzed a group of about 40 drugs and found that Q1 sales declined by about 7 percent compared to Q4 sales...

Bernstein initiated coverage of SMID-Cap U.S. software stocks such as Tableau Software Inc (NYSE: DATA), ServiceNow Inc (NYSE: NOW), Autodesk, Inc. (NASDAQ: ADSK), Hortonworks Inc (NASDAQ: HDP), Red Hat Inc (NYSE: RHT) and Teradata Corporation (NYSE: TDC). Tableau Software –...

Long-time Macau gaming investors know that government policy risk is simply part of the equation. Macau casino stocks, including Melco Resorts & Entertainment Ltd(ADR) (NASDAQ: MLCO), Wynn Resorts, Limited (NASDAQ: WYNN), Las Vegas Sands Corp. (NYSE: LVS) and MGM Resorts International (NYSE:...

It takes a lot of guts to initiate an Outperform rating on a stock after it skyrockets 665 percent in three years. Bernstein analyst Stacy Rasgon did just that when she initiated bullish coverage on NVIDIA Corporation (NASDAQ: NVDA), one of the hottest stocks in the market in the past few years....

For many of today’s tech investors, it’s all about growth. While it may not be able to compete with the likes of Amazon.com, Inc. (NASDAQ: AMZN) or Netflix, Inc. (NASDAQ: NFLX) in terms of growth, Microsoft Corporation (NASDAQ: MSFT) does one thing better than most of the rest of the...

For Tesla Inc (NASDAQ: TSLA) investors, 2017 is all about the rollout of the Model 3. The company is expected to begin delivering the new car this summer, but Tesla bears question both the timetable for production and the potential profitability of the cars. One of the most common sources of market...