The Latest Breaking News from Bernstein

Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here.

Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.

Barchart · May 13

SBI margins drag PSU banks, but private banks set for comeback: Pranav Gundlapalle, Bernstein

State Bank of India's margin drop was a key event. Analysts suggest the worst may be over for banks. Private sector banks are expected to perform well in FY27. Foreign investor flows are seen as a key factor for stock performance. HDFC Bank and Axis Bank are top picks. Paytm…

The Economic Times · May 12

Paytm shares climb 5% after Q4 results. Do Jefferies and Bernstein see further upside?

Paytm's parent company, One 97 Communications, reported a profit of Rs 184 crore for the fourth quarter. This led to a significant rally in its shares. Revenue from operations also saw an increase. Analysts maintain positive ratings, citing strong revenue momentum and controlled expenses. The company's financial performance shows improvement…

The Economic Times · May 7

Supermicro soared because of $4 trillion Nvidia—and Jensen Huang can walk away anytime he wants

Nvidia giving Supermicro the cold shoulder on GPUs would gut the hardware manufacturer’s sales.

Fortune · Apr 6

Why Bernstein Thinks You Should Buy the Dip in Sandisk Stock Here

TurboQuant has created an attractive entry point in Sandisk according to Bernstein analysts.

Barchart · Apr 2

Sandisk Was the Top-Performing S&P 500 Stock in Q1. Can SNDK Continue Its Run in Q1?

Sandisk was the top-performing S&P 500 stock and looks like it'll continue its run as the AI buildout persists.

Barchart · Apr 2

Bernstein Says Qualcomm Isn’t an AI Winner. Try Top-Rated Nvidia or Amazon Stock Instead.

Nvidia and Amazon are emerging as the real winners of the AI boom as demand for chips and cloud infrastructure accelerates.

Barchart · Mar 27

The Middle East is one of the world’s fastest growing luxury markets—and the war in Iran may cut its sales in half, analysts say

Luxury brands such as Dior and Gucci each get 20% of their sales from the region, which grew about 6% in 2025.

Fortune · Mar 20

A Crypto Collapse Sends Robinhood Stock Back into Oversold Territory. Should You Buy the Dip?

Robinhood stock is crumbling as the fintech firm reports weaker-than-expected Q4 revenue. But Bernstein analysts see no reason to turn negative on HOOD shares.

Barchart · Feb 11

Qualcomm Stock Is Deeply Oversold. Should You Buy the Dip?

Qualcomm stock sank on downbeat guidance for fiscal Q2. But Bernstein recommends buying QCOM shares on the post-earnings weakness.

Barchart · Feb 6