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The 35-Year Forecast For Electric Vehicles
Tuesday, September 12, 2017 - 9:03am | 428The long-reigning internal combustion engine is soon to be deposed. “We believe that we are at an inflection point where we will begin to see mass market adoption of [battery electric vehicles (BEVs)], in particular,” Bernstein analysts Toni Sacconaghi Jr. and Mark Newman wrote in a...
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Where Is Tesla's Growth Strategy? Bernstein Still Doesn't Know
Friday, March 18, 2016 - 8:59am | 630"Dude, where's my car…and your growth strategy?" Bernstein quipped in a note regarding Tesla Motors Inc (NASDAQ: TSLA). While Tesla is up roughly 20 percent in the last year, and about 34 percent in the last month, the year-to-date portrait shows a bit more volatility, as...
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What's The Best Way To Invest In Solar, Storage And Electric Vehicles?
Monday, October 19, 2015 - 1:56pm | 447Bernstein sees major long-term investment opportunity in the fall of fossil fuels. The firm believes that solar, energy storage and electric vehicles are poised to take significant shares of multi-trillion-dollar established markets. The firm sees lithium-ion battery makers at the center of the...
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SanDisk Is An 'Excellent' Takeover Candidate, Bernstein Analysts Argue
Monday, April 6, 2015 - 10:28am | 243In a report published Monday, Bernstein analyst Mark Newman commented that following two consecutive quarters of guide-downs, shares of SanDisk Corporation (NASDAQ: SNDK) are now trading approximately 40 percent below its replacement value (fabs, royalty and cash). According to Newman, the 40...
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Apple's Worst Nightmare Comes From an Unlikely Source
Thursday, January 5, 2012 - 2:51pm | 1537Forget about the so-called superphone that Microsoft (NASDAQ: MSFT) is rumored to be developing. Forget about Samsung and HTC, whose iPhone knock-offs have propelled Google's (NASDAQ: GOOG) mobile OS into the realm of mainstream success. Forget about everything you know regarding iPhone...