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Bernstein

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Bernstein sees Bitcoin at $150K by 2027 amid debasement trend, trims Strategy to $350
business1 month ago

Bernstein sees Bitcoin at $150K by 2027 amid debasement trend, trims Strategy to $350

Bernstein analysts expect bitcoin to reach about $150,000 by mid-2027 and roughly $300,000 in 2029 under a base four-year cycle, with an upside path to $200,000 by 2027 and potentially $500,000 in 2029 if currency debasement attracts more institutional buying; they also maintain a longer-term view near $1 million by 2033. They cut Strategy’s price target to $350 from $450 while keeping an Outperform rating, citing Strategy’s large bitcoin holdings, strong balance sheet, and ongoing ETF and corporate-treasury demand that bolster the “hard asset” case.

via The Block|
#bernstein#bitcoin#business
Betting on the Future: Bernstein Forecasts $1T in Prediction Markets by 2030
business5 months ago

Betting on the Future: Bernstein Forecasts $1T in Prediction Markets by 2030

Bernstein projects prediction market volumes could reach about $1 trillion annually by 2030, with 2026 volumes around $240B and year-to-date activity on Kalshi and Polymarket near $60B. Growth is expected to be driven by blockchain tokenization, crypto liquidity, and greater regulatory clarity, even as state and federal fights continue. Incumbents like Kalshi and Polymarket remain dominant while Robinhood, Coinbase and others expand into the space, broadening contract types away from sports toward economics and politics.

via CNBC|
#bernstein#business#kalshi
Bernstein says Circle selloff may overstate risk as Clarity Act targets distributors, not issuers
markets6 months ago

Bernstein says Circle selloff may overstate risk as Clarity Act targets distributors, not issuers

Bernstein argues the recent Circle stock drop tied to proposed stablecoin rules may be overdone, noting the Clarity Act focuses on distributors of stablecoins rather than issuers. Circle earns revenue from its reserve holdings and does not pay direct yields to token holders, a distinction Bernstein says could actually strengthen Circle’s position. The near-term impact is expected to hit intermediaries like Coinbase, while Bernstein remains bullish on Circle and Coinbase due to long‑term stablecoin adoption.

via The Block|
#bernstein#circle#clarity-act
Bernstein names UnitedHealth as 2026's top healthcare pick
markets8 months ago

Bernstein names UnitedHealth as 2026's top healthcare pick

Bernstein analyst Lance Wilkes designates UnitedHealth Group (UNH) as his top healthcare stock for 2026, keeping an Outperform rating with a $444 target as margins in Medicare Advantage/Medicaid are expected to recover. He expects earnings growth to resume as UNH exits unprofitable businesses and weighs the potential separation of UnitedHealthcare and Optum, with Optum viewed as a long‑term growth driver. Bernstein sees roughly 33% upside from current levels, while the broader market consensus remains bullish with a target near $398 (~19% upside).

via TipRanks|
#bernstein#markets#medicare-advantage
Analysts remain cautious on AMD and Intel amid AI hype and growth prospects
business11 months ago

Analysts remain cautious on AMD and Intel amid AI hype and growth prospects

Top Bernstein analyst Stacy Rasgon remains cautious on AMD and Intel, maintaining hold ratings amid mixed signals; Intel faces core challenges despite recent cash raises and short-term demand improvements, while AMD benefits from a strategic OpenAI partnership but faces high expectations for future profits. Overall, AMD shows stronger near-term growth potential, whereas Intel's fundamentals are less convincing.

via TipRanks|
#ai-hype#amd#bernstein
UnitedHealth's Q2 Earnings Outlook Amid Market Challenges
business1 year ago

UnitedHealth's Q2 Earnings Outlook Amid Market Challenges

UnitedHealth Group's stock has fallen 42% this year due to various pressures, but Bernstein considers it a top pick ahead of Q2 earnings, citing an attractive entry point and potential for growth as the company benefits from sector recovery and normalization of margins. The stock is viewed as undervalued with a 21.6% upside potential based on analyst targets.

via TipRanks|
#bernstein#business#investment-opportunity
Bernstein Sets $510 Target, Comparing Coinbase to Amazon in Crypto
business1 year ago

Bernstein Sets $510 Target, Comparing Coinbase to Amazon in Crypto

Bernstein has increased its price target for Coinbase (COIN) to $510, citing stablecoin growth, institutional crypto dominance, and recent acquisitions as key factors. Coinbase's stock has surged over 140% in Q2, and analysts see significant upside potential, with the company being compared to the 'Amazon of crypto' due to its dominant position in crypto financial services.

via AMBCrypto|
#bernstein#business#coinbase
Bitcoin Dips Below $100K Amid Market Turmoil, Analysts Urge 'Buy the Dip'
finance1 year ago

Bitcoin Dips Below $100K Amid Market Turmoil, Analysts Urge 'Buy the Dip'

Bernstein analysts recommend buying Bitcoin during its recent price dip below $95,000, attributing the decline to routine leverage adjustments rather than fundamental issues. They highlight strong demand from ETFs and corporate buyers like MicroStrategy, which holds over 423,650 Bitcoin. Despite concerns about Google's quantum chip, Bernstein reassures that quantum threats to Bitcoin's security are distant. The firm maintains a 12-month price target of $200,000, driven by institutional demand and manageable miner leverage.

via Benzinga|
#bernstein#bitcoin#cryptocurrency