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Bernstein names UnitedHealth as 2026's top healthcare pick
markets1 month 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
business4 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
business7 months 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
business8 months 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
Bitcoin's Election Day Rollercoaster: Analysts Predict Wild Swings
cryptocurrency1 year ago

Bitcoin's Election Day Rollercoaster: Analysts Predict Wild Swings

Bernstein analysts predict Bitcoin's price could reach $80,000 to $90,000 if Trump wins the U.S. election, but may drop to $50,000 if Kamala Harris prevails. Despite potential short-term volatility, they expect Bitcoin to hit $200,000 by 2025, regardless of the election outcome. Trump's pro-crypto stance and push for American Bitcoin production could boost the mining sector, while U.S. Bitcoin ETFs have already attracted significant institutional investment.

via Decrypt|
#bernstein#bitcoin#cryptocurrency
"Robinhood Surges as Crypto Activity Drives Stock and Trading Volumes"
finance1 year ago

"Robinhood Surges as Crypto Activity Drives Stock and Trading Volumes"

Robinhood's shares surged over 11% in premarket trading after reporting a significant increase in user activity during February, with equity trading volume jumping 36% to $80.9 billion, options contracts traded increasing 12% to $119.1 million, and crypto volumes growing 10% to $6.5 billion. Broker Bernstein initiated coverage of the stock with an outperform rating and a $30 price target, citing a bullish outlook on the "monster" crypto cycle and projecting a nearly tripled total market cap of $7.5 trillion by 2025.

via CoinDesk|
#bernstein#cryptocurrency#finance
Bitcoin's Price Projection: $600K by 2026
cryptocurrency2 years ago

Bitcoin's Price Projection: $600K by 2026

Bernstein analysts predict that Bitcoin is poised for a FOMO rally to new record highs, driven by the increasing interest in Bitcoin ETFs. They note a significant decrease in outflows from Grayscale Bitcoin Trust and a surge in inflows into new ETFs, leading to improved market sentiment and impending scarcity of supply. The analysts expect a significant Bitcoin rally to occur before the halving event in April 2024 and advise investors to consider cryptocurrency investments, particularly in companies like Riot Platforms and CleanSpark.

via Investing.com|
#bernstein#bitcoin#cryptocurrency