Bernstein 研報摘要

Bernstein 2026-09-17

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

產業報告 EN 12 頁

Bernstein 2026-09-17

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

產業報告 EN 14 頁

Bernstein 2026-09-14

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

產業報告 EN 26 頁

Bernstein 2026-09-14

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

產業報告 EN 21 頁

Bernstein 2026-09-08

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

產業報告 EN 19 頁

Bernstein 2026-09-07

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

產業報告 EN 12 頁

Bernstein 2026-09-04

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

產業報告 EN 35 頁

Bernstein 2026-09-03

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

產業報告 EN 22 頁

Bernstein 2026-09-03

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

產業報告 EN 21 頁

Bernstein 2026-09-02

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

公司報告 EN 16 頁

Bernstein 2026-09-02

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

公司報告 EN 17 頁

Bernstein 2026-08-18

Consumer Ingredients: DSM-Firmenich Eau-vertaking Givaudan

產業報告 EN 33 頁

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)

公司報告 EN 18 頁

Bernstein 2026-07-06

Datadog (DDOG)：上調模型，但戰術性降級

公司報告 EN 19 頁

Bernstein 2026-06-25

味之素：鍛造客戶質量升級與美國醫療保健盈利路徑

公司報告 EN 18 頁