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Tag: Bernstein Research

How the world ended up with an acute chip shortage

Monday, February 22, 2021 9:36 am18 Comments

The world is facing an acute chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors…

Bernstein: Ams AG is biggest winner in Apple’s TrueDepth Camera system

Tuesday, April 10, 2018 3:33 pmTuesday, April 10, 2018No Comments

The big winner from Apple’s increased use of ‘3-D sensing’ in the iPhone is…

Analyst worries about Apple’s ability to top stellar success of iPhone 6/Plus

Wednesday, September 2, 2015 9:17 pmThursday, September 3, 201519 Comments

As Apple Inc. prepares to introduce its latest iPhones next week, the company’s biggest challenge is one of its making…

Bernstein: Apple iPhone 6 weekend sales may miss high expectations, but no worries

Wednesday, September 17, 2014 5:24 pmWednesday, September 17, 201412 Comments

‘First weekend sales’ are principally a function of available supply rather than iPhone demand…

Apple’s iWatch could clock Swiss watchmaker Swatch

Tuesday, July 8, 2014 7:21 pm22 Comments

Apple’s heavily heralded iWatch, tipped to launch in the autumn this year…

Bernstein hikes Apple price target to $700 on bigger iPhone, iWatch device

Wednesday, May 28, 2014 11:28 amWednesday, May 28, 20146 Comments

The potential for Appel to soon release a properly-sized iPhone…

Bernstein: Apple stock unexciting near term; buy on pullbacks ahead of iPhone 6

Thursday, April 17, 2014 11:01 amThursday, April 17, 20145 Comments

One can buy any ‘pullback’ in the shares after the report…

Apple seen boosting buyback plan by $30 billion

Wednesday, April 16, 2014 2:29 pmWednesday, April 16, 20143 Comments

Apple Inc. could boost its stock buyback plan when it reports results next week…

What’s the deal with Apple’s new Arizona sapphire plant?

Friday, February 28, 2014 1:14 pmFriday, February 28, 201421 Comments

Basically, Apple has paid $113 million for an empty factory and loaned GT $578 million…

All eyes on Apple next Tuesday; gross margins may be key metric

Thursday, April 18, 2013 1:04 pmThursday, April 18, 201325 Comments

Apple’s (AAPL) shares have been getting slammed as Wall Street frets…

Sacconaghi: Apple won’t boost its dividend until after April 23

Monday, April 15, 2013 1:30 pmMonday, April 15, 201319 Comments

Sacconaghi has been debriefing those investors and now thinks he has a pretty good idea…

Why Apple’s share price rallied to reclaim a key threshold

Tuesday, March 5, 2013 6:43 pm9 Comments

Shares of Apple enjoyed solid gains today, rising more than $15…

Apple may have already covered $42 billion of its overseas cash tax issue

Monday, March 4, 2013 10:39 pm19 Comments

Apple can access about half of its offshore cash and return it to shareholders…

Bernstein’s Sacconaghi: Most important for Apple is a capital allocation plan

Monday, February 11, 2013 2:15 pm11 Comments

Apple’s projected U.S.-based cash flow this year of $12.4 billion…

Apple’s iPad business alone would be 11th largest U.S. tech company

Tuesday, January 8, 2013 10:00 amTuesday, January 8, 20136 Comments

if the tablet were spun off into a standalone business, it would be the 11th largest U.S. tech company

Bernstein trims Apple target price to $750 from $800

Thursday, December 20, 2012 2:54 pm10 Comments

Bernstein Research analyst Toni Sacconaghi today…

Analyst: Apple looking at stock split

Wednesday, August 8, 2012 1:59 pm32 Comments

There’s a reasonable likelihood that Apple will split the stock…

Analyst claims Apple considering stock split; could lead to inclusion in DOW

Tuesday, July 31, 2012 10:31 amTuesday, July 31, 201224 Comments

Apple Inc may be considering a stock split, a move that could lead to…

Bernstein analyst Sacconaghi: $50-$100 billion of debt might be ‘attractive option’ for Apple

Tuesday, March 13, 2012 1:01 pmTuesday, March 13, 201245 Comments

Bernstein Research’s Toni Sacconaghi today reiterates an Outperform rating on Apple (AAPL) shares…

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