Bernstein Research Report Summaries

Bernstein 2026-09-17

Robertet 1H26 earnings : 1H26 results broadly in line, FY26 sales growth target lowered

Industry Report EN 12 Pages

Bernstein 2026-09-17

Exosens raises FY26 guidance well above consensus as capacity expansions progress ahead of plans

Industry Report EN 14 Pages

Bernstein 2026-09-14

U.S. Apparel & Specialty Retail: US Softlines: What we learned from Q2 earnings

Industry Report EN 26 Pages

Bernstein 2026-09-14

Global Metals & Mining: Copper inventories and the final chapter of tariff risk?

Industry Report EN 21 Pages

Bernstein 2026-09-08

US Healthcare Svcs - Utilization monthly insights: Payrolls and wage inflation suggest continued slower utilization

Industry Report EN 19 Pages

Bernstein 2026-09-07

Novatek: 3Q26 sales tracking ahead of consensus and guidance midpoint

Industry Report EN 12 Pages

Bernstein 2026-09-04

U.S. Healthcare Services: Implications of midterms and 2028 election - a summary of our Policy Symposium

Industry Report EN 35 Pages

Bernstein 2026-09-03

Korea Autos & Auto Parts: Hyundai‘s turn? A favorable model cycle signals recovery ahead

Industry Report EN 22 Pages

Bernstein 2026-09-03

Primer on peptide CDMOs Part 2 - building a global supply demand model

Industry Report EN 21 Pages

Bernstein 2026-09-02

Palo Alto (PANW) FQ4‘26: organic NGS ARR acceleration

Company Report EN 16 Pages

Bernstein 2026-09-02

GitLab (GTLB) FQ2‘27: acceleration in sight?

Company Report EN 17 Pages

Bernstein 2026-08-18

Consumer Ingredients: DSM-Firmenich Eau-vertaking Givaudan

Industry Report EN 33 Pages

Bernstein 2026-07-09

J.B. Hunt Transportation Services (JBHT): A recovery is priced in, a return to structural growth is not (Upgrade to Outperform, $329)

Company Report EN 18 Pages

Bernstein 2026-07-06

Datadog (DDOG): raising our model, but tactical downgrade

Company Report EN 19 Pages

Bernstein 2026-06-25

Ajinomoto: Forge‘s customer quality upgrade and the path the US Healthcare profitability