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Tag: Needham

Apple holding the line on iPhone base model pricing has cost investors 13% since 2019 – Needham

Tuesday, September 30, 2025 3:23 pmTuesday, September 30, 20255 Comments

Apple’s iPhone 17 launch this month included a significant error, according to one analyst, and shareholders have been and continue…

Calls to replace Tim Cook as Apple CEO are getting louder every quarter – analyst

Friday, July 25, 2025 12:06 pm16 Comments

A Wall Street analyst advises caution on Apple stock due to the company’s unclear artificial intelligence strategy, particularly in GenAI…

Needham downgrades Apple over AI risks, limited iPhone replacement cycle

Wednesday, June 4, 2025 10:05 amWednesday, June 4, 2025No Comments

Needham lowered Apple’s stock rating from buy to hold, joining other firms in adopting a more cautious stance. Analyst Laura Martin…

Analyst estimates 89% to 96% of Apple’s revenue is linked to iPhone ownership

Tuesday, September 24, 2024 4:02 pmTuesday, September 24, 2024No Comments

Apple gets roughly half of its revenue directly from iPhone sales. But the product is indirectly responsible for far more than that…

3 reasons why investors should remain bullish on Apple stock – Needham

Tuesday, September 24, 2024 12:01 pmTuesday, September 24, 2024No Comments

Needham & Company analysts have outlined three compelling reasons for investors to maintain a bullish outlook on Apple stock, even amidst…

Needham ups Apple price target to $260 on strength of buybacks

Wednesday, July 10, 2024 11:30 am1 Comment

Needham analysts Martin and Medina are bullish on Apple (AAPL), raising their price target to $260 and reiterating a “Buy” rating…

Apple stock drops as analyst calls growth outlook ‘anemic and/or negative’

Tuesday, April 16, 2024 4:18 pmNo Comments

Apple stock fell again in Tuesday trading after a Wall Street firm lowered its estimates for the company’s March quarter following channel…

Apple should buy Disney to feed Vision Pro – analyst

Wednesday, June 7, 2023 4:24 pmWednesday, June 7, 202316 Comments

Needham analyst Laura Martin thinks that Apple should acquire Disney “to drive adoption of Vision Pro.” Of course, watching…

Analysts rush to upgrade Apple price targets

Thursday, January 28, 2021 10:08 am7 Comments

Following a blowout all-time record earnings report on Wednesday, analysts rushed to upgrade their Apple price targets …

Apple price targets rise as analysts see more upside after 2019 rally

Tuesday, January 7, 2020 5:15 pmWednesday, January 8, 20204 Comments

Apple’s direct relationships with 900 million of “the wealthiest consumers in the world” were cited by Needham analyst…

Apple’s video event may be a non-event for streaming companies

Friday, March 22, 2019 5:31 pmFriday, March 22, 20198 Comments

Apple Inc. is widely expected to enter the highly competitive video-streaming market…

Needham upgrades Apple to ‘strong buy,’ raises price target to $225

Thursday, March 21, 2019 10:19 amThursday, March 21, 20195 Comments

Ahead of an event that is expected to launch both the Apple News subscription and video streaming…

Apple’s rumored iPhone 8 OLED swap could boost Advanced Energy Industries

Tuesday, May 31, 2016 3:29 pmTuesday, May 31, 20162 Comments

Advanced Energy Industries‘ (AEIS) organic light-emitting diode (OLED) exposure is minimal…

Needham’s Wolf: Apple’s premium-priced Macs ‘defy the laws of economics,’ but iPhone does not

Tuesday, April 1, 2014 1:01 pmTuesday, April 1, 201441 Comments

Mac sales have continued to grow in the face of a recession and declining overall PC market…

Needham’s Wolf: It would be ‘impossible’ for Apple to successfully build a cheap iPhone

Wednesday, January 8, 2014 9:22 am47 Comments

It would be ‘impossible’ for Apple to successfully build a cheap iPhone…

Analyst: iPad will dominate the tablet market, still hold 60% share in 2020

Saturday, August 6, 2011 10:33 am30 Comments

iPad’s growth curve will end up being less like the Mac and the iPhone and more like the iPod…

Needham ups Apple estimates on stronger-than-expected Mac and iPad sales

Tuesday, June 28, 2011 9:30 am11 Comments

Needham analyst Charlie Wolf this morning repeated his Buy rating and…

Needham downgrades RIM, chops forecast; blames ‘clueless’ half-CEOs

Thursday, May 5, 2011 10:03 am10 Comments

Needham analyst Charlie Wolf [has cut] his rating on the stock to Hold from Buy…

Analyst: Apple on target for its first $100 billion revenue year

Wednesday, March 30, 2011 10:31 amWednesday, March 30, 201111 Comments

Thanks to the huge success of the iPad and the iPhone, Apple appears on target…

Needham analyst: Unending iPad 2 lines create ‘shock and awe,’ sales forecasts surge

Tuesday, March 29, 2011 2:33 pmTuesday, March 29, 201126 Comments

More than two weeks after the iPad 2 went on sale in the U.S…

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