It is widely expected that the upcoming $325B in tariffs on goods imported from China…
Tag: Katy Huberty
Apple shares drop 7% this week on fears China trade turmoil threatens iPhone sales
Apple shares have slid steadily amid tumultuous U.S. trade negotiations with China…
Apple not yet hurt by China tariffs, likely to simply absorb the added cost
Fears that Apple’s revenue will get hit hard from Donald Trump’s policy may be overdone for now…
Morgan Stanley ups Apple price target to $220 from $197
Big picture, this strategy aligns with our thesis that Services, not devices, hold the key to Apple revenue…
Apple’s streaming video plans put Disney CEO Bob Iger’s board seat at risk
Apple Inc.’s foray into original TV shows and movies is increasing competition with Walt Disney Co…
Apple likely to unveil TV streaming service at star-studded event on March 25th
A new Apple News subscription service, an Apple TV subscription service, and much more are on tap…
Apple’s forthcoming news service will have to overcome some hurdles
Apple’s plans to launch a subscription service for news are, by this point, an open secret…
Apple analysts are bullish about rumored ‘Apple Prime’ media bundle
With iPhone sales slowing down, Apple could rely on its Services business more…
Apple plans star-studded March 25th event to unveil video and news subscription services
Apple Inc. is planning to unveil video and news subscription offerings next month…
Apple to hold special media event on March 25th
Apple has settled on a date for its first big product announcement of 2019…
Publishers chafe at Apple’s terms for subscription news service
Apple Inc.’s plan to create a subscription service for news is running into resistance…
Morgan Stanley: Apple can return to $1 trillion market value this year with new media bundling, video streaming services
Apple has made quite a comeback since it reported better-than-feared earnings…
Morgan Stanley projects Apple’s Services revenue to grow to $100 billion by 2023
Apple’s Services revenue is projected to grow to $100 billion by 2023…
Morgan Stanley: Apple investors shouldn’t worry too much about China
U.S.-China trade tensions continue to concern investors, along with questions about…
Apple fans seem more excited for Apple’s new iPhones this year
Morgan Stanley analyst Katy Huberty is encouraged that ‘search intensity’ for the word ‘iPhone’ is still on the rise…
Analyst expects Apple’s 6.1-inch LCD iPhone to be delayed to October
We currently see no delay in the ramp of Apple’s upcoming flagship 5.8- or 6.5-inch OLED iPhones…
Why Apple might rethink its iPhone pricing a little
Two well-respected analysts think Apple will be more flexible with its iPhone pricing this year…
Morgan Stanley: Buy Apple shares on the ‘emerging power’ of its services
The vast majority of Apple’s future revenue growth will be generated by its services…
Morgan Stanley sees blowout iPhone sales in March quarter
Katy Huberty doubles down on her supercycle thesis, dismissing recent reports…
Apple shares hit record high as Wall Street gushes over iPhone X launch
Apple shares are surging as Wall Street is growing more bullish on the smartphone maker’s iPhone X launch…
Morgan Stanley: iPhone supercyle is for real, Apple Watch demand second to none
Apple Watch demand the biggest positive surprise – potentially doubling revenue…
Apple’s new iPhones are bad for big-box retailers; investors may be underestimating iPhone and Apple Watch demand
Morgan Stanley’s Katy Huberty and her team talk Apple today…
Morgan Stanley: Apple benefits when they raise prices
Shares of Apple are higher by 57 cents at $159.24, after Morgan Stanley’s Katy Huberty reiterated…
Morgan Stanley: Apple’s augmented reality can boost services revenue by $9 billion over the next 36 months
Apple could have a leg up on Alphabet’s Google’s Android platform…
Analyst: No significant delay expected for Apple’s flagship ‘iPhone 8’
When the iPhone 8 comes out later this year, its key new features…
Analyst: Apple iPhone 8’s longer battery life to entice upgraders
Apple’s rumored iPhone with an edge-to-edge OLED display will have longer battery life…
Morgan Stanley: Apple stands to benefit the most from President Trump’s corporate tax plans
Apple would likely pay $54B less in taxes…
Apple seen riding iPhone 8 ‘supercycle’ next year
Apple CEO Tim Cook should put on a helmet and leather jacket because his company will be riding…
Apple shares up in pre-market trading on Morgan Stanley note
Demand for the iPhone for the March quarter is tracking well ahead of current Street consensus…
Analysts warn Apple sales set to slump in 2016 with no new products
After a year of big Apple releases, analysts are predicting a flat 2016 where the world’s biggest tech company…
Apple crashes into bear market: Poof! $150 billion up in smoke
Shares of Apple Friday are down another 1.3% Friday to $107.61…
Analysts baselessly warning of ‘Peak iPhone’ allow Apple to buy back even more outstanding shares
On Monday, Katy Huberty of Morgan Stanley cited channel checks and a customer intent survey…
Some analysts see Apple iPhone sales turning negative in 2016
Morgan Stanley analyst Katy Huberty has soured on prospects for iPhone growth next year…
Cramer: Apple shares may not have momentum but they’re cheap
Apple shares are down 2% on Monday after analysts at Morgan Stanley issued…
Morgan Stanley slashes Apple price target by 12%; shares fall in pre-market trading
It’s only been seven weeks since Morgan Stanley analyst Katy Huberty elevated Apple onto Morgan Stanley’s ‘Best Idea’ list…
Apple iPhone to take share as smartphone growth slows
Chinese users shifting to better smartphones and more US users planning to upgrade this year than last year…
Apple and Google expected to lead race for car of the future
Electronic parts suppliers in Asia have seen the future and it’s not 3D virtual reality headgear…
After record results, here’s what the Apple analysts are saying
December quarter guidance implies iPhone unit and revenue growth on the back of strength in emerging markets, record Android share gains…
Morgan Stanley ups iPhone estimates, Apple price target
Morgan Stanley’s Apple analyst, Katy Huberty, increased her fiscal 2016 iPhone unit growth rate…
Apple Watch on Its way to being bigger than iPhone
Apple Watch looks to be a slow build…
Morgan Stanley and UBS expect Apple to sell at least 50 million iPhones in the June quarter
Both Morgan Stanley and UBS use web search analysis to help them forecast…
Morgan Stanley: Apple Watch consumer interest outperforming the original iPhone
Watch has seen a much smaller deceleration since the initial spike…
