News list for " bernstein"
On December 20, Bernstein said that the valuation of NVIDIA (NVDA. O) relative to the Philadelphia Stock Exchange Semiconductor Index has been rarely attractive, and the overall valuation multiple bodes well for future returns. Analyst Stacy Rasgon wrote that relative to the chip stock index, NVIDIA "is currently valued at a discount of about 13% and is in the 100th percentile of its history....
Bernstein analysts said that bitcoin has broken its four-year cycle and is currently in an extended bull market cycle; analysts also raised their target price, expecting bitcoin prices to reach $150,000 in 2026 and a peak of $200,000 in 2027.
According to Theblock, Bernstein said that while the cryptocurrency market continues to weaken and is still looking for a bottom, operating companies are executing "transformative" shifts that have not been seen in previous market corrections. Analysts point out that examples of these business model shifts include Coinbase's expanding product stack, token issuance activity, and emerging consumer applications. Bernstein believes that despite weak price action in the crypto market, cryptocurrency ...
Bernstein analysts report that Prediction Markets has become Robinhood's fastest-growing line of business, with more than 1 million subscribers, over $300 million in annualized revenue, and a 57% market share in Kalshi. Bernstein maintains Robinhood's "outperform" rating, with a target price of $160, which is 38% upside from the current stock price.
Bernstein 分析师报告称，预测市场已成为 Robinhood 增长最快的业务线，拥有超过 100 万用户，年化营收超 3 亿美元，目前已占据 Kalshi 57% 的市场份额。Bernstein 维持对 Robinhood 的"优于大盘"评级，目标价 160 美元，较当前股价有 38% 上行空间。
Bernstein 最新报告指出，预测市场已从小众“趣味押注”演变为具备真实资本与监管支持的可行资产类别，正成为主流金融基础设施的一部分。报告认为，美国监管环境正在放松，主要平台通过与零售应用及大型机构的合作逐步走向主流，这一趋势将推动 Robinhood 与 Coinbase 等交易平台受益。
Research firm Bernstein officially launched analytical coverage of SharpLink Gaming (NASDAQ: SBET) on October 30, giving it an "Outperform" rating and setting a target price of $24 by the end of 2026, which is about 75% higher than the current stock price.
研究机构 Bernstein 于 10 月 30 日正式启动对 SharpLink Gaming（NASDAQ: SBET） 的分析覆盖，给予“跑赢大盘（Outperform）”评级，并设定 2026 年底目标价 24 美元，相较当前股价约 75%上涨空间。
Bernstein analysts predict that the share price of blockchain lending company Figure Technologies will rise by more than 30%. The company went public in September with an initial public offering (IPO) under the symbol FIGR and priced at $25 per share. The stock is up about 6.5 per cent today and is trading at $42.71. Bernstein has set a price target of $54.
Bernstein analysts said Tether would face a huge challenge in launching its new stablecoin, USAT, in the US market. While the product is designed to meet US compliance requirements, including proof of reserve and bankruptcy protection, compliance alone is not enough to ensure success. Circle has taken the lead in the US market, with its stablecoin USDC deeply integrated into institutions such as Coinbase, Bullish and Anchorage Digital, and in Ethereum, Solana and Hyperliquid...
