Tag: Bernstein

  • The Bitcoin FOMO Rally is Far from Over

    The Bitcoin FOMO Rally is Far from Over

    The Bitcoin rally is just getting underway. In fact, after crossing the $50,000 threshold, it could see higher highs. According to analysts at Bernstein, “Bitcoin’s best days are yet to happen as the ETF-driven market fuels fears of missing out (FOMO). In this context, they believe BTC is well-placed to soar to new record highs.”…

  • SentinelOne Taking Off on BTIG Upgrade

    SentinelOne Taking Off on BTIG Upgrade

    With cyberattacks on the rise, keep an eye on stocks such as SentinelOne (S). After bottoming out around $23, the stock is back up to $27.64 and could race even higher on security demand, and a bullish note from BTIG analysts, which just upgraded the S stock to a buy rating, with a $30 price…

  • This Activist Just Boosted His Stake in Disney to $2.5 Billion

    This Activist Just Boosted His Stake in Disney to $2.5 Billion

    Keep an eye on Disney (DIS). After being run into the ground, the stock is starting to show signs of life again.  All after activist investor Nelson Peltz’s Trian Fund Management increased its stake in DIS to more than $2.5 billion. The firm, according to Barron’s, is expected to request multiple board seats. “Time will…

  • Okta About to Refill its Bearish Gap

    Okta About to Refill its Bearish Gap

    On March 2, we noted, “Keep an eye on Okta (OKTA). After Cowen analysts upgraded the stock to an outperform rating from market perform, with a $70 price target, the stock took off.  Since the start of 2023, OKTA ran from about $60 to $81 so far.  From here, we’d like to see it initially…

  • Target (TGT): It May be Time to Buy the Blood in the Streets

    Target (TGT): It May be Time to Buy the Blood in the Streets

    Target (TGT) may finally be bottoming out. All after the stock suffered through a brutal 2022. But that’ll happen with sky-high inflation, fears of a recession, and Americans living paycheck to paycheck.  Things were so bad for Target that it missed third-quarter EPS with a print of $1.54, which was below expectations for $2.16. Margins…

  • Crisis May be An Opportunity for AMD

    Crisis May be An Opportunity for AMD

    The pullback in Advanced Micro Devices (AMD) may be an opportunity. In its most recent quarter, the company reported EPS of $1.05, which beat expectations for $1.03.  Revenue came in at $6.55 billion, which beat forecasts for $6.53 billion.  Unfortunately, AMD said it expects to see $6.7 billion in revenue for the current quarter, which…