Bernstein — sell-side record
Bernstein made 131 rating actions across 55 covered names in the last 12 months, 72% of them Buy-type and 2% Sell-type. Of its 121 price targets that resolved, 45 (37%) were reached while they stood, 75 were replaced by Bernstein before their deadline and 1 fell short at it. 7 of its 21 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
56 covered names with a call from Bernstein in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Bernstein's 33 Hold-type ratings in the last 12 months carried a median price target +8% from the price on the day; 33% sat below the price. Of its Holds that ran a full horizon, 0 of 8 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| MSFT | 5 | 1 (14%) | 6 | 0 | 7 | 0 of 1 |
| AMZN | 3 | 1 (14%) | 6 | 0 | 7 | 1 of 1 |
| PANW | 3 | 3 (43%) | 4 | 0 | 7 | 0 of 1 |
| HD | 5 | 2 (33%) | 4 | 0 | 6 | — |
| AMD | 4 | 4 (80%) | 1 | 0 | 5 | — |
| UNH | 4 | 0 (0%) | 5 | 0 | 5 | 1 of 1 |
| BA | 2 | 1 (20%) | 4 | 0 | 5 | 0 of 1 |
| ASML | 4 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| FLUT | 4 | 0 (0%) | 4 | 0 | 4 | — |
| HOOD | 4 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| NVDA | 4 | 0 (0%) | 4 | 0 | 4 | 0 of 1 |
| WMT | 4 | 3 (75%) | 1 | 0 | 4 | 1 of 1 |
| COST | 3 | 0 (0%) | 3 | 0 | 3 | 0 of 1 |
| ABT | 2 | 0 (0%) | 3 | 0 | 3 | 0 of 1 |
| GOOGL | 2 | 3 (100%) | 0 | 0 | 3 | — |
| MDT | 2 | 1 (33%) | 2 | 0 | 3 | 1 of 1 |
| ORCL | 2 | 1 (33%) | 2 | 0 | 3 | 0 of 1 |
| AAPL | 1 | 2 (67%) | 1 | 0 | 3 | 0 of 1 |
| CRWD | 4 | 0 (0%) | 2 | 0 | 2 | — |
| ZS | 4 | 0 (0%) | 2 | 0 | 2 | — |
| CVX | 3 | 1 (50%) | 1 | 0 | 2 | — |
| DKNG | 3 | 0 (0%) | 2 | 0 | 2 | — |
| ISRG | 3 | 0 (0%) | 2 | 0 | 2 | — |
| NFLX | 3 | 0 (0%) | 2 | 0 | 2 | 0 of 1 |
| SLB | 3 | 1 (50%) | 1 | 0 | 2 | — |
| AVGO | 2 | 1 (50%) | 1 | 0 | 2 | 0 of 1 |
| EOG | 2 | 2 (100%) | 0 | 0 | 2 | — |
| FSLR | 2 | 2 (100%) | 0 | 0 | 2 | — |
| INTC | 2 | 1 (50%) | 1 | 0 | 2 | — |
| UBER | 2 | 0 (0%) | 2 | 0 | 2 | 0 of 1 |
| XOM | 2 | 2 (100%) | 0 | 0 | 2 | — |
| EQT | 1 | 1 (50%) | 0 | 1 | 2 | 0 of 1 |
| REGN | 1 | 1 (50%) | 1 | 0 | 2 | 0 of 1 |
| GEV | 4 | 0 (0%) | 1 | 0 | 1 | — |
| LNG | 3 | 1 (100%) | 0 | 0 | 1 | — |
| CEG | 2 | 1 (100%) | 0 | 0 | 1 | — |
| ENPH | 2 | 0 (0%) | 1 | 0 | 1 | — |
| EXE | 2 | 0 (0%) | 1 | 0 | 1 | — |
| LLY | 2 | 0 (0%) | 1 | 0 | 1 | — |
| TSM | 2 | 1 (100%) | 0 | 0 | 1 | — |
| AMAT | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| FTNT | 1 | 1 (100%) | 0 | 0 | 1 | — |
| LRCX | 1 | 1 (100%) | 0 | 0 | 1 | — |
| SHOP | 1 | 1 (100%) | 0 | 0 | 1 | — |
| AMGN | 2 | — | — | — | 0 | — |
| KLAC | 2 | — | — | — | 0 | — |
| VRTX | 2 | — | — | — | 0 | — |
| VST | 2 | — | — | — | 0 | — |
| COP | 1 | — | — | — | 0 | — |
| JNJ | 1 | — | — | — | 0 | — |
| META | 1 | — | — | — | 0 | — |
| NET | 1 | — | — | — | 0 | — |
| ROK | 1 | — | — | — | 0 | — |
| SPCX | 1 | — | — | — | 0 | — |
| SYK | 1 | — | — | — | 0 | — |
| DIS | 0 | — | — | — | 0 | 0 of 1 |
Per-name counts are small; no percentage on one name is a measure of skill.
Latest calls
| Date | Ticker | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-29 | LNG | Outperform | reiterated | $318.73 | $283 | running to 2027-10-29 | +19.2% |
| 2026-10-28 | GEV | Outperform | reiterated | $878.03 | $1298 | running to 2027-10-28 | -7.5% |
| 2026-10-28 | ENPH | Market Perform | maintained | $24.99 | $40 | running to 2027-10-28 | -19.1% |
| 2026-10-23 | LNG | Outperform | reiterated | $298.67 | $283 | running to 2027-10-23 | +9.2% |
| 2026-10-21 | NFLX | Outperform | maintained | $65.04 | $80 | running to 2027-10-21 | -11.3% |
| 2026-10-19 | MSFT | Outperform | maintained | $533.52 | $662 | running to 2027-10-19 | +8.1% |
| 2026-10-16 | UNH | Outperform | maintained | $401.43 | $500 | running to 2027-10-16 | +7.0% |
| 2026-10-12 | BA | Outperform | maintained | $189.50 | $278 | running to 2027-10-12 | -9.9% |
| 2026-10-06 | CEG | Outperform | reiterated | $300.40 | $296 | within 5% of price when set | +0.5% |
| 2026-10-05 | EXE | Outperform | maintained | $86.43 | $127 | running to 2027-10-05 | -11.7% |
Other firms: Barclays · Wells Fargo · Morgan Stanley · UBS · Citigroup · RBC Capital · JPMorgan · Truist Securities · TD Cowen · Cantor Fitzgerald · Evercore ISI Group · Piper Sandler. All firms.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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