Apple is less vulnerable to increased trade tariffs from President Donald Trump, Bernstein analysts said Wednesday. Bernstein estimated…
Tag: Bernstein
Apple shares rise on AI prospects
Apple shares closed up 2.5% on Monday after a longtime Apple analyst at Bernstein upgraded the stock to an “outperform” rating…
Bernstein upgrades Apple stock, reiterates $195 target price
Bernstein analyst Toni Sacconaghi on Monday raised his rating on Apple stock to “Outperform” from “Market Perform” and reiterated…
Investors should pay attention to Apple’s expanding gross margins – analyst
Apple is about more than just revenue, says Bernstein’s Toni Sacconaghi who points out to investor’s that the company’s margins are growing…
Bernstein expects Apple to beat the Street consensus in June quarter
Despite ongoing macro and supply-chain headwinds, there’s a good chance Apple could report better-than-expected results for its fiscal…
Analyst estimates Apple TV+ has up to 40 million paying subscribers
Bernstein analyst Toni Sacconaghi has estimated that Apple TV+ currently has between 20 million and 40 million paying subscribers…
Apple could add $10 billion in annual revenue by selling more ads – analyst
Bernstein analyst Toni Sacconaghi estimates that Apple could add at least $10 billion in annual revenue by selling more ads…
Apple’s App Tracking Transparency could provide multibillion-dollar lift to its own ad business
Apple could see a multibillion-dollar lift to its ad business from its adoption of App Tracking Transparency which offers users control…
Google to pay Apple $15 billion to remain Safari’s default search engine this year
Google is expected to pay Apple $15 billion this year for its search engine to remain the default on Apple’s Safari web browser…
Apple may be preparing a search engine to take on Google
Changes in Spotlight Search on iOS and iPadOS 14 beta, a significant update to its Applebot support page, and an increase in crawling…
Analyst: Apple should buy DuckDuckGo search engine
In a new note to clients, Bernstein analyst Toni Sacconaghi suggests that Apple should buy DuckDuckGo, the search engine which he values at…
Apple earnings: ‘The worst is yet to come’ – analyst
Everybody expects Apple earnings for fiscal Q220 to be less than stellar. Applel reports after market close next Thursday, but the quarter after that…
Apple Pay takes 5% of global card payments, on pace for 10% by 2025
Apple Pay is amassing a growing share of global card payments with 5% of global card payments and is expected to grow to 10% of card payments within 5 years…
Analyst who couldn’t find ‘missing’ iPhones claims Apple TV+ is ‘failing to resonate’
The “analyst” who couldn’t find Apple’s “missing” iPhones on his first try — is back for more, claiming that Apple TV+ is “failing to resonate.”
Why are so many skipping their free Apple TV+ trials?
Apple TV+ is available on the Apple TV app with a seven-day free trial for new subscribers. So why are so few taking advantage of free Apple TV+ trials?
Apple price targets rise as analysts see more upside after 2019 rally
Apple’s direct relationships with 900 million of “the wealthiest consumers in the world” were cited by Needham analyst…
Apple AirPods sales totaled $6 billion this year, could generate $15 billion in 2020
Apple sold $6 billion worth of AirPods this year and should sell more than double that next year, according to Toni Sacconaghi of Bernstein…
Apple will wring out $18 billion by upselling built-in storage to iPhone, iPad, and Mac users
Apple enjoys hefty double-digit gross margins on extra GB options of between 75 and 94 percent…
Analyst: Apple needs new services to succeed because existing ones will slow significantly
Apple Inc. needs to succeed with its new services offerings given that…
Apple analysts are bullish about rumored ‘Apple Prime’ media bundle
With iPhone sales slowing down, Apple could rely on its Services business more…
A look at past declines in Apple’s stock indicates this rout has further to go
Apple shares have lost more than quarter of their value in less than two months…
Analyst: Apple’s App Store ads could be a $2 billion business by 2020
Apple’s Search Ads appear at the top of App Store pages, marked by a blue tint and ‘Ad’ marker…
Apple: Would being more like Nike and Coke help the shares?
As valuable as Apple has become, it could be even more if the company…
Bernstein analyst: Apple should stop selling iPhones
Most Apple Inc. analysts agree that 2018 will be all about the iPhone X for Apple…
Is Apple stock worth fighting the Fed?
The market is still anxiously awaiting word on a potential interest rate hike by the U.S. Federal Reserve…
Bernstein: Apple could be first to $1 trillion market value, propelled by services revenue – Cramer agrees
With consumers paying a monthly fee for their devices and services…
Tim Cook’s talk is cheap: Apple is much different now than it was under Steve Jobs
Actions speak louder than words…
Bernstein: Apple buybacks matter more than CEO Cook’s media appearances
Bernstein’s Toni Sacconaghi this morning weighs in on Apple CEO Tim Cook’s appearance a week ago on Jim Cramer…
Analysts race to boost Apple price targets
Cantor Fitzgerald boosted its Apple Inc. (AAPL) price target to $160…
Apple shares rise as Bernstein ups AAPL price target to $120
Shares of Apple Inc. (AAPL) are rising this morning…
Analyst: Apple’s stock price reflects ‘fantastically pessimistic assumptions’
Apple (AAPL) is growing like gangbusters, not shrinking like its current P/E ratio would imply…