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Tag: Timothy Arcuri

With Apple stock, Wall Street is already thinking post-coronavirus

Tuesday, May 12, 2020 4:12 pm14 Comments

The COVID-19 pandemic hurt Apple’s fiscal Q2 sales and earnings but Wall Street analysts already are thinking post-coronavirus when it comes to Apple stock…

Despite COVID-19, Apple’s iPhone production is up over last year

Friday, March 6, 2020 12:08 pmFriday, March 6, 20201 Comment

In a new research note to clients, UBS analyst Timothy Arcuri reports that Apple’s iPhone production is up YOY with the company having built…

Apple’s China iPhone sales up 5% YOY in January despite coronavirus

Tuesday, February 25, 2020 9:10 am4 Comments

According to UBS Research’s analysis of Chinese government data on Monday, Apple’s iPhone sales in China actually climbed 5% vs. January 2019…

UBS: Overall iPhone demand in China was up 230% in September

Monday, October 14, 2019 5:59 pm6 Comments

Overall iPhone demand in China was strong in the month of September…

UBS raises Apple price target ahead of Tuesday earnings report

Monday, July 29, 2019 9:28 amMonday, July 29, 20191 Comment

One day before Apple is due to report fiscal third-quarter earnings…


Analysts: Apple could gain smartphone market share thanks to Trump administration’s Huawei ban

Thursday, June 13, 2019 4:40 pmThursday, June 13, 20193 Comments

While the Trump administration’s ban on Huawei is causing trouble for the smartphone maker, Apple has a chance to gain smartphone market share…

UBS ups Apple target price from $215 to $235

Thursday, April 25, 2019 10:27 amThursday, April 25, 20193 Comments

UBS analyst Timothy Arcuri has boosted his Apple target price from $215 to $235 while…

Analyst estimates Apple paid up to $6 billion to settle with Qualcomm

Thursday, April 18, 2019 1:57 pm11 Comments

Apple probably paid Qualcomm between $5 billion and $6 billion to settle the litigation…

‘Worst of the bad news’ is behind Apple when it comes to iPhone sales

Wednesday, February 27, 2019 1:14 pmWednesday, February 27, 20194 Comments

Though Apple’s March-quarter iPhone shipments will likely be disappointing…

UBS sees iPhone purchase intent at five-year low

Thursday, December 6, 2018 11:30 amFriday, December 7, 201818 Comments

UBS maintains a Buy rating on Apple, but cuts the target from $225 to $210…

Dow and S&P 500 rise on hopes of US-China trade deal

Tuesday, November 27, 2018 4:25 pmTuesday, November 27, 20183 Comments

Stocks rose on Tuesday in choppy trading as investors hoped the U.S. and China will strike a deal on trade…

UBS: Apple could ‘ultimately mitigate’ President Trump’s proposed tariffs on iPhones, laptops

Tuesday, November 27, 2018 3:27 pmTuesday, November 27, 201811 Comments

UBS says that new tariffs on consumer products like the iPhone wouldn’t hurt Apple too much…

iPhone 8 concept shows how cool a ‘Function Area’ could be

Thursday, May 4, 2017 3:26 pm13 Comments

Getting rid of the home button could be one of the greatest things Apple…

Apple’s iPhone 8 may spur the biggest refresh cycle in history

Thursday, March 9, 2017 4:29 pmThursday, March 9, 201714 Comments

To date, the iPhone 6 is still responsible for the biggest iPhone upgrade cycle in history…

Ming-Chi Kuo: All of Apple’s next-gen iPhones will include fast charging via Lightning port, not USB-C

Thursday, March 2, 2017 1:18 pm2 Comments

While the underlying technology behind the charging may change…

Apple’s next-gen iPhone to feature curved OLED display and USB-C connector

Tuesday, February 28, 2017 9:55 amTuesday, February 28, 201720 Comments

Apple will drop the traditional home button on the iPhone 8 in favor of a distinct touch-enabled area…

Supply chain expects 49.5 million iPhone sales in Q2

Friday, February 17, 2017 3:45 pmFriday, February 17, 20172 Comments

A recent analyst report suggests that Apple will see a slight drop in iPhone sales…

Barclays analyst downgrades Apple over ‘boring’ iPhones

Tuesday, January 24, 2017 4:49 pm19 Comments

It’s unclear whether Apple’s upcoming version will contain real ‘must have’ features…

Analyst foresees Apple’s 10th anniversary ‘iPhone X’ to feature 5.8-inch OLED ‘fixed flex’ wraparound display

Wednesday, January 18, 2017 10:58 amWednesday, January 18, 201710 Comments

In addition to the 5.8-inch OLED model with a ‘wraparound’ screen design, Apple will release new 4.7- and 5.5-inch…

Analyst: Intel beats Qualcomm to supply 50% of Apple iPhone 7 units

Monday, July 11, 2016 12:57 pmMonday, July 11, 20161 Comment

No. 1 chipmaker Intel could supply more than half of the Apple iPhone 7…

Cowen upgrades Apple, says estimates ‘have bottomed’

Wednesday, March 30, 2016 9:58 amWednesday, March 30, 20164 Comments

Cowen upgraded shares of Apple Inc. to outperform from market perform and raised its price target…

Why Apple won’t add a third core to their A10 chip next year

Friday, November 13, 2015 4:02 pmFriday, November 13, 20155 Comments

What’s interesting is that even though last year’s A8X chip found inside the iPad Air 2 employed a triple-core CPU design…

Cowen downgrades Apple on record quarterly earnings results

Wednesday, July 22, 2015 1:28 pmWednesday, July 22, 201519 Comments

In a report published Wednesday, Cowen & Co analyst Timothy Arcuri…

Analyst predicts Apple could sell up to 5 million Apple Watches in June quarter

Monday, April 13, 2015 4:38 pmMonday, April 13, 20158 Comments

Strong demand for the Apple Watch after preorders began on Monday will translate to blockbuster sales…

Analyst: Android switchers fueling iPhone growth; Android users even more interested in Apple Watch than iOS users

Monday, March 23, 2015 10:26 amMonday, March 23, 201510 Comments

25% of all iPhone 6 and iPhone 6 Plus purchases came from users who are new to iPhone…

Rosenblatt sees Apple iPhone upside in March; Cowen says expectations have risen

Thursday, January 15, 2015 3:27 pmThursday, January 15, 20154 Comments

While there were a couple of negative reports today on Apple…

Analyst: Apple preps 4-inch iPhone with low-end ‘iPhone 6s mini’ in 2015

Tuesday, December 23, 2014 10:56 amTuesday, December 23, 201437 Comments

Apple has been working on a new 4-inch iPhone model that could debut in 2015…

Analyst: Apple Watch to offer 4GB storage, possible 8GB version, and 512MB of RAM

Monday, September 22, 2014 11:56 amMonday, September 22, 20148 Comments

Apple may offer an 8-gigabyte version of the Watch…

After being cut out of iPhone 5 and 5s, Samsung said supplying Apple DRAM for next-gen ‘iPhone 6’

Monday, August 25, 2014 4:01 pmMonday, August 25, 201420 Comments

Samsung has reportedly wedged its way back into Apple’s supply chain…

Analyst: Apple’s 5.5-inch iPhone could offer superior hardware vs. 4.7-inch model

Monday, August 4, 2014 1:01 pmMonday, August 4, 20148 Comments

The component makeup of the rumored 5.5-inch and 4.7-inch ‘iPhone 6’ variants will diverge…

Analyst: Apple’s iPhone 6 ‘locked down’ with 4.8-inch Retina display

Wednesday, January 22, 2014 4:56 pmWednesday, January 22, 201437 Comments

Though Apple isn’t expected to introduce a new iPhone model for months…

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