Lead times for Apple’s iPhone 17 series are finally easing as supply catches up with demand, according to JPMorgan. Analyst Samik Chatterjee…
Tag: Samik Chatterjee
Investors expect Apple to deliver a ‘lackluster’ WWDC keynote video
One year ago, Apple unveiled Apple Intelligence, a bold leap into the generative AI arena, aiming to rival the sophisticated chatbots and…
J.P. Morgan expects ‘stronger than expected revenue’ for Apple’s Q225 due Thursday
In its latest note to clients, J.P. Morgan analyst Samik Chatterjee expressed optimism, citing a favorable setup for better-than-expected…
JPMorgan ups Apple target price to $265 on AI-powered hardware upgrade cycle
JPMorgan analyst Samik Chatterjee has reaffirmed his bullish stance on Apple, upgrading the stock’s price target to $265 from $245…
J.P.Morgan expect AI to power ‘significant acceleration’ of Apple’s iPhone replacement cycle
J.P. Morgan analyst Samik Chatterjee views Apple’s “presentation at WWDC to ‘tick all the boxes’ to convince investors that Apple is…
What Wall St. expects from Apple’s earnings after market close
Apple is expected to report $1.43 in earnings per share on $92.97 billion in sales, a 4.4% decline year over year, consensus estimates…
JP Morgan ups Apple price target to $190
JP Morgan on Wednesday maintained an “Overweight” rating on AAPL shares and increased its Apple price target from $175 to $190…
Apple iPhone 14 Pro supply recovers after shortages – analyst
Apple appears to have finally recovered from shortages that reduced the availability of iPhone 14 Pro models during the Christmas shopping…
JPMorgan: New Apple iPhones and Apple Watches are off to impressive start
Demand for Apple’s iPhone 14 series and Apple Watch Ultra appear to be strong. JPMorgan analyst Samik Chatterjee also sees a favorable…
Apple product lead times hint at stronger than forecast June quarter
In a note to investors, J.P. Morgan analyst Samik Chatterjee analyzes Apple lead times and found them to be low, meaning that the impacts if the…
Apple’s earnings report could trigger an AAPL rebound
The consensus estimate calls for Apple to post June quarter revenue of $82.4 billion. If Apple hits this, it could trigger a rebound in AAPL …
Apple Fitness+ annual revenue could hit $3.6 billion by 2025 -J.P. Morgan
J.P. Morgan analyst Samik Chatterjee estimates that the annual revenue of Apple Fitness+ could hit $3.6 billion by 2025…
Apple Music, Apple Arcade to generate over $8 billion in revenue by 2025 – J.P. Morgan
Apple’s revenue from its Apple Arcade and Apple Music services is expected to jump 36% to $8.2 billion by 2025, J.P.Morgan said on Monday…
Apple set for ‘monster growth cycle’ over next 12-18 months – analyst
Apple is seeing continued strong demand for its iPhone 13 handsets and is positioned for a “monster growth cycle” over the next 18 months…
Analyst: Apple will set new all-time holiday quarter earnings record despite supply issues
JP Morgan analyst Samik Chatterjee expects Apple to beat the analysts’ consensus when it reports revenue, and set a new all-time holiday…
J.P. Morgan: Apple stock remains a ‘buy’ despite supply chain challenges
Apple’s big holiday iPhone selling season is here, and J.P. Morgan analyst Samik Chatterjee maintains a Buy rating with a $180 price target…
Apple’s flagship 6.7-inch iPhone 13 Pro Max is the most sought-after new iPhone – survey
A new consumer survey shows buyer looking to upgrade to a new iPhone are more interested in Apple’s flagship 6.7-inch iPhone 13 Pro Max and…
Apple is JP Morgan’s top stock pick on iPhone and Services strength
Apple remains the top stock pick for JP Morgan on expectations that the company will exceed muted investor expectations in iPhone and…
JPMorgan Chase upgrades Apple, raises target price to $180
JPMorgan Chase analyst Samik Chatterjee on Thursday upped the firm’s price target on Apple from $175 to $180 and reiterated an…
Apple’s iPhone sales in China show strong rebound in July
A new report says that Apple’s iPhone sales in China bounced back in July, an upbeat sign for the company in one of its top sales regions…
Apple stock near all-time high amid iPhone 13 expectations
Apple stock has come come roaring back from a swoon following its March-quarter earnings report. In fact, Apple stock on Wednesday hit a new…
‘Apple Car’ could disrupt the auto industry as much as the iPhone upended tech
Apple is a disruptor. If the company’s past achievements are any indicator, an Apple car would tremendously disruptive for the auto industry…
JPMorgan sees ‘robust’ post-Christmas iPhone demand
Apple analysts are highlighting signs of strong post-Christmas demand for the iPhone. JPMorgan, citing its “availability tracker,” said…
Apple iPhone buyers favor higher-end iPhone models
Apple iPhone buyers continue to show a preference for higher-end iPhone models which bodes well for Apple’s iPhone average selling price…
iPhone 12 Pro Max sees higher demand than iPhone 12 mini
Initial demand for the iPhone 12 Pro Max and iPhone 12 mini appears to be similar to the iPhone 12 and iPhone 12 Pro models released in Oct…
Upgrade to Apple Silicon could usher in lower-cost Macs
JP Morgan expects the first Apple Silicon Macs to significantly drive innovation, cut material costs, and possibly lead to a lower-priced…
JP Morgan: iPhone 12 Pro demand higher than for iPhone 12
Investment bank JP Morgan is seeing higher demand for Apple’s fuller-featured, higher-end iPhone 12 Pro than for the less expensive iPhone 12
JPMorgan: Apple’s iPhone shipments rebounding in China ahead of 5G iPhone 12
Ahead of iPhone 12, JPMorgan Chase says that an August rebound in smartphone shipments in China indicates improving momentum…
Analyst: Apple TV+ can hit 100 million paid subscribers by 2025
While Apple hasn’t disclosed the number of Apple TV+ subscribers, and, of course, the service is still well inside its first year, during which buyers…
J.P. Morgan ups Apple price target on iPhone SE potential
J.P. Morgan analyst Samik Chatterjee lifted his price target on Apple and expressed optimism for the lower-cost iPhone SE’s potential in emerging…
J.P. Morgan slightly boosts Apple price target to $300
One day before Apple is due to release their earnings report, J.P. Morgan analysts have very slightly upped their Apple price target …
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…
Deutsche Bank ups Apple price target, but cautions not to expect another 2019-like rally
Deutsche Bank analyst Jeriel Ong raised his price target, but cautioned investors…
Analyst: Apple will make some big changes with next iPhones
Apple will introduce four iPhone models in the fall 2020 launch cycle. Suppliers also indicate that in 2021, Apple is likely to shorten its product cycle…
J.P. Morgan analyst says advertising on Apple TV+ could be a big moneymaker for Apple
J.P. Morgan analyst Samik Chatterjee lifted his 12-month price target on Apple on optimism over advertising on Apple TV+…
Apple’s share price keeps rising, and Wall Street gets more bullish
The shares have rocketed 68.5% this year, to make Apple the most valuable U.S. company…
Analyst: Apple TV+ and ads to generate $25 billion annually for Apple by 2025
JP Morgan analyst Samik Chatterjee is predicting a big future for Apple TV+…
JP Morgan: Apple could raise annual advertising revenue to $11 billion by 2025
Apple could increase its income from advertising by more than five fold to $11 billion annually within the next six years…
J.P. Morgan ups Apple price target on better-than-expected iPhone sales
Chatterjee lifted his target to $265, which is 21% above Friday’s closing price of $218.82, from $242…
New iPhone XP sales may be showing some signs of weakness, but that might be good news for Apple
Is interest in the new iPhone XS and iPhone XR smartphones weaker than for previous releases?
Apple supplier Qorvo cuts Q3 guidance ‘due to recent demand changes for flagship smartphones’
Qorvo, a provider of RF solutions, today announced it expects revenue for the third quarter of fiscal 2019…
Foxconn posts weaker than expected rise in third-quarter profit
Taiwan’s Foxconn posted a weaker than expected rise in quarterly profit amid warning signs…
