RESEARCH COLLECTION
Bernstein Research Reports
Recent research reports published by Bernstein.
US Industrials: 30 exhibits on the state of cooling and electrical equip. procurement in North American Data Centers: U.S. Multi Industry & Electrical Equipment2026-08-20 · Bernstein · VRT,NVT,TT,JCI,CARRQuick Take – DE 3Q26: beat & raise on better performance & tariff refunds; EOP commentary to take the stage2026-08-20 · Bernstein · DEVisa, Mastercard: Time to rethink/revisit the U.S. Card growth debate?2026-08-20 · Bernstein · V,MA,FIS,FISV,GPNUS Biotechnology: Roivant and Immunovant - Post 1Q27 Model Update2026-08-20 · Bernstein · IMVT,ROIVQuick Take: Walmart 2Q27 - WMT US comp weak as expected; buy on weakness?2026-08-20 · Bernstein · WMTAMEC 2Q26: Accelerating order growth, resilient supply chain2026-08-20 · Bernstein · 688012.CHQuick Take: CSPC 2Q26 a solid beat on sales and licensing; mRNA strategy under the spotlight2026-08-20 · Bernstein · 1093.HKChina Semiconductors Piotech Inc: Piotech 2Q26: Revenue beat, profitability improving2026-08-20 · Bernstein · 688072.CHQuick Take: Dino H1-26 - Deflation impact as bad as expected2026-08-20 · Bernstein · DNP.PWQuick Take: CTS Eventim 2Q marked by moving parts and a reiterated outlook, for now2026-08-20 · Bernstein · EVD.GR