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Bernstein Research
Featured in 3 tracked stories · first seen
Situations
ASML raises 2026 outlook amid AI chip demand
30 clusters · 259 sources · last updated
Latest: ASML shares plunge on Chinese DUV production, but analyst maintains Outperform rating
ASML’s second‑quarter 2026 results continued to beat expectations, delivering €9.3 billion in revenue, €2.9 billion net profit and a 54 % gross margin. The company lifted its full‑year sales guidance to €43‑45 billion an
German firms face mixed market signals
9 clusters · 18 sources · last updated
Latest: Knorr‑Bremse, Renault, Airbus retain stable analyst ratings
After a period of tightening valuations and earnings uncertainty that saw Redcare’s rebound, BMW’s profit warning and downgrades of Henkel, German equities remained under pressure through late June. UBS kept a neutral vi
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Michelin reports stronger half-year earnings, Bernstein keeps Outperform rating
[BUSINESS] · 4 sources ·