Apple is likely to beat Wall Street estimates for the 2021 holiday quarter, but this is “relatively priced in by the market,” Morgan Stanley…
Tag: Morgan Stanley
Apple at $3 trillion will be just a waypoint to even higher valuations
Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from the $3 trillion market valuation…
Morgan Stanley names Apple its top stock pick for 2022
Morgan Stanley has named Apple its top stock pick for 2022, citing the Cupertino Colossus’ recurring revenue and expected secular growth…
Apple poised to become the world’s first $3 trillion company
Apple is poised to become the world’s first $3 trillion company with shares up today some 2.85% raising the company’s current value to $2.789T
Morgan Stanley ups Apple price target to $200 from $164
Morgan Stanley analyst Katy Huberty on Tuesday raised her Apple price target to $200 from $164. AAPL shares rose over 3.3% to set a new…
‘Apple Car’ could double Apple’s revenue and market value – analyst
The prospect of an “Apple Car” represent the clearest path to doubling Apple’s revenue and market cap, Morgan Stanley analyst Katy Huberty…
Morgan Stanley: ‘Apple Car’ is the ultimate EV bear case
The overall view from Morgan Stanley is that inserting a potential “Apple Car” into the autonomous-mobility market is a clear negative for…
Morgan Stanley: Apple holds the keys to the Metaverse
Facebook and Google may have ventured earlier than many into the next big thing, but Apple holds the keys to the Metaverse, Morgan Stanley…
Morgan Stanley: Apple likely to outperform Sept. quarter estimates by a healthy margin
Morgan Stanley has raised their iPhone shipment forecast for Apple’s September (fiscal Q421) to 52 million units (from 49 million)…
iPhone 13 Pro lead times hit five-year high; iPhone share gains accelerating in China
Through October 19th, lead times for Apple’s iPhone 13 Pro and flagship iPhone 13 Pro Max are 32.5 days, the longest of any iPhone model…
Analyst: Apple best positioned during global chip crunch, gets preferential treatment from suppliers
The global chip crunch may be starting to affect Apple’s iPhone 13 supplies, but analysts think the Cupertino Colossus can weather the…
Apple App Store net revenue grew 16.1% year-over-year in September
The net revenue for the Apple App Store grew 16.1% year-over-year in September according to data from Sensor Tower data shared…
Apple should experience minimal financial impact from App Store changes – analysts
Apple’s recent changes to the App Store in response to regulatory and legal pressure will have minimal financial impact on the company…
Morgan Stanley: Apple iPhone sales in China are quickening, expect continued strength with ‘iPhone 13’
Morgan Stanley analyst Katy Huberty says that Apple is seeing huge demand for iPhones in China, ahead of the expected launch of…
Morgan Stanley ups Apple price target to $166
Morgan Stanley analyst Katy Huberty has raised her Apple price target twice in the last three weeks and, now, to $166…
Apple stock nears buy point
Apple investors appear to have had concerns assuaged as Apple stock is approaching a buy point after rebounding from a spring sell-off…
Morgan Stanley: Look for Apple to report better-than-expected June quarter results
Citing App Store growth estimates for June that suggest strong Services over-performance, Morgan Stanley expects that Apple will report…
Morgan Stanley: Apple is a good long-term buying opportunity ahead of ‘iPhone 13’
In 2020, there was huge investor buzz about the debut of the iPhone 12 family, the company’s first 5G-capable models. Demand has been…
Morgan Stanley expects Apple Silicon advances at WWDC to fuel Apple stock surge
Morgan Stanley expects Apple’s WWDC keynote to be more of a catalyst for Apple stock than it has been historically, thanks to a spotlight…
Morgan Stanley: App Store growth recovery hints at Apple Q3 beat
Morgan Stanley’s Katy Huberty says that Apple’s App Store is trending ahead of forecasts in May, after a weaker-than-expected April…
Morgan Stanley: Strengthening sales data runs counter to Apple’s recent stock performance
Morgan Stanley analyst Katey Huberty says that strengthening iPhone and iPad sales data runs counter to Apple’s recent stock performance…
Morgan Stanley: Apple’s 40+% gross margins as sustainable for foreseeable future
Morgan Stanley analyst Katy Huberty sees Apple’s 40+% gross margins as sustainable for foreseeable future as she measures the…
Apple’s Q221 earnings will crush Wall Street expectations
In a note to clients, Morgan Stanley analyst Katy Huberty writes that Apple’s Q221 earnings could crush Street expectations. Huberty has an…
Morgan Stanley cuts Apple price target to to $156 from $164
Apple had its price target cut to $156 from $164 a share by Morgan Stanley analyst Katy Huberty who concurently raised her services revenue…
Morgan Stanley: Buy Apple and ignore the ‘noise’
Apple stock has lagged behind the broader market in recent weeks, but Morgan Stanley says buy Apple and ignore the “noise.”
Morgan Stanley: Institutions are still underweight on AAPL
Morgan Stanley analyst Katy Huberty writes that institutional ownership of AAPL stock was largely flat quarter-over-quarter exiting Q121…
Apple gains market share worldwide – analyst
Apple is gaining market share worldwide as IDC research in Q4 finds robust 5G iPhone demand and Apple taking share from Huawei while…
Analyst: ‘Apple Car’ will not have a steering wheel
Morgan Stanley automotive analysts claim that the “Apple Car” will be fully autonomous and likely lack a steering wheel. “Apple Car” will…
Analysts rush to upgrade Apple price targets
Following a blowout all-time record earnings report on Wednesday, analysts rushed to upgrade their Apple price targets …
Apple shares rise toward record high as analysts expect stellar earnings
Apple shares are approaching all-time record high territory as analysts expect s stellar earnings report from the company next Wednesday…
Morgan Stanley expects Apple to report all-time record earnings, ups target price
Morgan Stanley has raised its target share price for Apple to $152 from $144 ahead of what its analysts believe could be “all-time record”…
Apple switches 2 million units of production from iPhone 12 mini to iPhone 12 Pro
Apple has switched 2 million units of production from the weak-selling iPhone 12 mini to heavily-in-demand iPhone 12 Pro…
Morgan Stanley: Apple’s MacBook sales are about to take off
Apple, especially the company’s MacBook sales, will be one of the main beneficiaries of another year of growth in the personal computer market…
Morgan Stanley: Apple could give ‘far more formidable’ competition to Tesla
Morgan Stanley analyst Adam Jonas noted that Apple will one day design and build vehicles, competing with Tesla …
Dow Jones down 150 points as Vice President Pence gets COVID-19 vaccine
The first COVID-19 vaccine continued to roll out on Friday, with Vice President Mike Pence publicly receiving the vaccine. The Dow…
Apple shares rise on Loop Capital upgrade
Apple shares rose today on an upgrade from Loop Capital. The Dow Jones Industrial Average ended October in a stock market correction…
Supply chain checks show stronger than expected iPhone 12 holiday quarter demand
Apple’s U.S. suppliers reported stronger than expected revenue and earnings in the past week, which is a sign of strong iPhone demand …
Bullish analysts advise buying Apple stock ahead of iPhone supercycle
Bullish analysts are advising clients to buy Apple stock ahead of iPhone supercycle. Apple yesterday reported record revenue of $64.7B…
Morgan Stanley: Lower air quality in some Chinese cities points to iPhone 12 production surge
Morgan Stanley said that tracking of air quality reports in China show an increase in industrial activity tied to iPhone 12 production …
Morgan Stanley: Apple’s 5G iPhones are a bigger deal than Wall Street thinks
Wall Street may be underestimating the potential impact of new 5G-capable iPhones on Apple’s earnings, according to Morgan Stanley …
Morgan Stanley: Buy Apple on the dip ahead of new iPhone launch
Advising to buy Apple on the dip, Morgan Stanley analyst Katy Huberty reiterated an Overweight rating and $130 price target on Apple …
Morgan Stanley: Apple App Store sales are booming
Apple product users have been spending a lot more time and money in the App Store during the COVID-19 pandemic shutdowns. Apple App Store sales climbed 35%…
