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Apple’s blockbuster quarter: What the analysts are saying – updated
Colin Gillis, BGC: Haiku: With the larger screen, the current iPhone cycle, may have marked the top. “While there is clear demand for larger screen iPhones, we may see the handset upgrade cycle...
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Best and worst Apple analysts: Blockbuster Q2 edition
As regular readers know, we run a quarterly “earnings smackdown,” pitting the professional analysts who cover Apple for institutions against a group of amateurs (and semi-pros) who do it for their own...
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Apple’s blockbuster quarter: What the analysts are saying – updated
Stephen Turner, Hilliard Lyons: China Revs +71%, iPhone Revs +55%, EPS +40%. “According to IDC, the global smartphone market grew 16% y/y, while Apple increased unit sales by 40%. Only about 20% of the...
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Spreadsheet of the day: The latest Apple price targets
If the published price targets set by Apple analysts have any power to influence the stock’s day-to-day share price, it was not in evidence this week. By my count, 13 analysts raised their 12-month...
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Apple WWDC 15: What the analysts are saying – update
Excerpts from the notes we’ve seen so far. More as they come in. Gene Munster, Piper Jaffray: Subtle Changes Add Up To Better User Experience. “While WWDC lacked a blockbuster announcement, the...
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How many Watches did Apple sell last quarter?—first pass
Apple’s third fiscal quarter, which ended June 27, included nine full weeks of Watch sales. According to Slice Intelligence, which mines e-mail receipts for consumer data, demand overwhelmed supply in...
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What the rise and fall of iPad sales says about the future of the Apple Watch
When Apple reports its fourth consecutive quarterly decline in iPad sales next week, the Street is likely to greet the news with a shrug. The iPad is not raking in huge profits like the iPhone. It’s...
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Apple’s bizarro earnings report: What the analysts are saying
Only Apple could grow revenues 33%, sock away $202 billion in cash, gain market share in nearly every product line and still trigger a run on the stock. The sell-side analysts will now explain to...
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How many Apple Watches did Apple really sell last quarter?
Tim Cook won’t say how many Watches Apple sold last quarter. But he did the next best thing. He dropped enough hints in the conference call Tuesday for analysts to make some educated guesses. A few...
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Can Apple beat the Tough Compare?
Is there anybody on Wall Street who doesn’t think that Apple scored a one-time windfall last year when it entered the jumbo smartphone market that had been Samsung’s bread and butter? The $18 billion...
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Apple’s $100 billion haircut: What the analysts are saying
With the stock solidly in correction mode despite record quarterly sales, Apple analysts must be getting hounded this week by clients wondering what the hell is going on. Their responses are all over...
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Apple’s bounce: What the analysts are saying
“Apple’s shares may have found a bottom,” wrote Sand Hill Insights’ Chuck Jones over the weekend. On Monday the stock complied. It closed at $119.72, up $4.20 (3.64%) for the day. With the bounce came...
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Has Apple hit bottom?
“I think we’re very close to the floor,” Bernstein’s Toni Sacconaghi told CNBC Friday, while Apple’s share price was still sinking. “Historically, we’ve seen the stock trough at about 10 times...
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Apple’s China syndrome: What the analysts are saying
The sell-side analysts are (mostly) trying to stay upbeat. Brian White, Cantor Fitzgerald: Overblown China Concerns and Market Malaise Creates Irrational Valuation. Growing fears regarding China have...
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Apple’s Sept. 9 event: Here’s what caught the analysts’ eyes
Excerpts from the notes we’ve seen. More as they come in. Katy Huberty, Morgan Stanley: New iPhone Upgrade Program the Positive Surprise. “The two most important takeaways from Apple’s event are: 1)...
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Apple’s Sept. 9 event: What caught the analysts’ eyes—updated
Excerpts of the notes we’ve seen (as of Thursday 10:40 a.m. EDT). More as they come in. T. Michael Walkley, Canaccord Genuity: New products strengthen ecosystem. “We believe the new iPhone products...
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Apple’s record iPhone pre-orders: What the analysts are saying
Gene Munster, Piper Jaffray: Dissecting The Numbers. “Apple commented to the media this morning that it is on track for the iPhone 6S launch to beat the 10 million opening weekend sales from the iPhone...
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Apple iPhone sales pace: What the analysts are saying—updated
Gene Munster, Piper Jaffray: Dissecting The Numbers. “Apple commented to the media this morning that it is on track for the iPhone 6S launch to beat the 10 million opening weekend sales from the iPhone...
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The 2019 Apple Car: What the analysts are saying
Katy Huberty et al., Morgan Stanley: The elephant in the car? “Apple making a move into the car industry could represent one of the most important moments in the history of transportation. Investors...
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The 13-million iPhone weekend: What the analysts are saying
Gene Munster, Piper Jaffray: Opening Weekend iPhone Sales At High End Of Our Expectations. Apple announced this morning that opening weekend iPhone 6S and 6S Plus sales were “more than 13 million...
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