Entities / Technology
Bernstein – The Memory of Paper.
Technology
- Reports this week
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- Active events
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- Connections
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What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Gone quiet
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An analyst note released on July 23, 2025, addressed challenges in U.S. user engagement, noted solid performance in digital advertising, and raised price targets.Some support2 reports1 development inside
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The event covers Atlassian software updates including Jira and ROVO, Trump tariffs benefiting AI stocks, and Bernstein reducing a price target.Well supported5 reports1 development inside
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Bernstein upgraded TotalEnergies stock to Outperform, and the company announced the acquisition of solar and battery projects.Speculative1 report
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Tariffs are benefiting undervalued AI stocks, with market analysis from Bernstein noting the impact of export controls on customer orders.Some support2 reports
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Bernstein adjusted the price target for The Memory of Paper to $295 from $258 on July 8, 2025, involving Norfolk Southern.Speculative2 reports
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Bilibili and Kuaishou are gaining market share in the digital advertising sector, prompting Bernstein to initiate coverage with an Outperform rating.Speculative1 report
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Bernstein increased the price target and maintained Outperform rating for Spot on July 13, 2025.Some support1 report
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Bernstein raised the price target for a company on July 23, 2025, noting that Sabre connects various travel suppliers like airlines, and resilient airline demand supports Sabre's business.Some support1 report
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Bernstein revealed planned price increases and the U.S. Government granted a tariff exemption for domestic capacity, affecting Texas Instruments.Some support1 report
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Bernstein affirmed an 'Outperform' rating on Ryanair on August 16, 2025.Some support1 report
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Bernstein – The Memory of Paper raised its price target for Intuitive Surgical following the company's robust Q2 financial results.Some support1 report
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Bernstein maintained a Buy rating on Applied Materials, a manufacturer of semiconductor equipment.Some support2 reports
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Bernstein downgraded Agilon Health stock on August 21, citing margin pressures and cash flow uncertainty, while noting the high-tech establishment of Microsoft and Apple.Some support2 reports
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Bernstein reiterated a Buy rating on On Holding AG on August 29, 2025.Some support1 report
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Bernstein raised the price target on J.M. Smucker stock on August 30, 2025.Some support1 report
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Bernstein reiterated a Buy rating and raised the price target for Gilead Sciences, citing that HIV performed better than expected.Some support2 reports
No events began in the chosen period. Widen it, or reset.
Around Bernstein – The Memory of Paper this week
News at the entities that move Bernstein – The Memory of Paper most-
Kim Fields TransactionalKim Fields, CEO of the Alan Turing Institute, is scheduled to speak at a Bernstein conference.Moves Bernstein – The Memory of Paper
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Texas Instruments Mentioned togetherGeneral Dynamics filed with the SEC on June 6, 2026, regarding required institutional holdings disclosures.Moves Bernstein – The Memory of Paper
Connections
The 2 strongest of 45, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Kim Fields Transactional
Kim Fields is scheduled to speak at a Bernstein conference.
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Texas Instruments Mentioned together
Bernstein provides financial analysis and reports on Texas Instruments' operational plans and market performance.
History
Events by the month they beganJune 2026
16 events- An analyst note released on July 23, 2025, addressed challenges in U.S. user engagement, noted solid performance in digital advertising, and raised price targets.
- The event covers Atlassian software updates including Jira and ROVO, Trump tariffs benefiting AI stocks, and Bernstein reducing a price target.
- Bernstein upgraded TotalEnergies stock to Outperform, and the company announced the acquisition of solar and battery projects.
- Tariffs are benefiting undervalued AI stocks, with market analysis from Bernstein noting the impact of export controls on customer orders.
- Bernstein adjusted the price target for The Memory of Paper to $295 from $258 on July 8, 2025, involving Norfolk Southern.
- Bilibili and Kuaishou are gaining market share in the digital advertising sector, prompting Bernstein to initiate coverage with an Outperform rating.
- Bernstein increased the price target and maintained Outperform rating for Spot on July 13, 2025.
- Bernstein raised the price target for a company on July 23, 2025, noting that Sabre connects various travel suppliers like airlines, and resilient airline demand supports Sabre's business.
- Bernstein revealed planned price increases and the U.S. Government granted a tariff exemption for domestic capacity, affecting Texas Instruments.
- Bernstein affirmed an 'Outperform' rating on Ryanair on August 16, 2025.
- Bernstein – The Memory of Paper raised its price target for Intuitive Surgical following the company's robust Q2 financial results.
- Bernstein maintained a Buy rating on Applied Materials, a manufacturer of semiconductor equipment.
- Bernstein downgraded Agilon Health stock on August 21, citing margin pressures and cash flow uncertainty, while noting the high-tech establishment of Microsoft and Apple.
- Bernstein reiterated a Buy rating on On Holding AG on August 29, 2025.
- Bernstein raised the price target on J.M. Smucker stock on August 30, 2025.
- Bernstein reiterated a Buy rating and raised the price target for Gilead Sciences, citing that HIV performed better than expected.