Bernstein

Bernstein Sees 75% Upside for Ether Treasury Firm SharpLink, Initiates at Outperform
The Wall Street broker said SharpLink is a compliant, institutional gateway to Ethereum, and gave the stock a $24 price target, offering 75% potential upside.

Circle Can Withstand Rate Cuts as Stablecoin Demand Grows: Bernstein
The broker said lower interest rates could squeeze Circle’s revenue, but rising USDC adoption and operating leverage should keep profits on track.

Bitcoin Miners Emerge as Key AI Infrastructure Partners Amid Power Crunch: Bernstein
Miners’ secured grid capacity and high-density sites offer hyperscalers a faster, cheaper path to expand AI data centers as interconnection delays mount.

Figure Is a Blockchain Pioneer in Credit Markets, Says Bernstein, Initiating at Outperform
The broker's $54 price target suggests 35% upside from Friday's $40 close.

Bitcoin Miner IREN Has 80% Potential Upside Thanks to Big Bet on AI Cloud: Bernstein
The broker hiked its IREN price target to $75 from $20 while reiterating its outperform rating on the stock.

Circle's USDC Market Share 'On a Tear,' Says Wall Street Broker Bernstein
USDC supply has surged to $72.5 billion, 25% ahead of Bernstein’s 2025 estimates.

Wall Street Sees U.S. Entry as Catalyst for Bullish’s Next Leg Up
The crypto exchange received two buys, one market-perform, and one neutral rating from Wall Street analysts.

Crypto Bull Market Could Run Till 2027, With Major Upside for HOOD, COIN, CRCL: Bernstein
Bernstein reiterated its outperform rating on Robinhood and lifted its price target on the stock to $160 from $105.

Coinbase Is Becoming a Major Ethereum-Focused Player, Bernstein Says
The broker has an outperform rating on Coinbase shares with a $510 price target.


