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Tag: Toni Sacconaghi

All eyes on Apple next Tuesday; gross margins may be key metric

Thursday, April 18, 2013 1:04 pmThursday, April 18, 201325 Comments

Apple’s (AAPL) shares have been getting slammed as Wall Street frets…

Dividends: Apple increasingly open to taking on debt to increase cash distributions to shareholders

Tuesday, April 16, 2013 8:59 amTuesday, April 16, 201324 Comments

So, where’s the dough?

Sacconaghi: Apple won’t boost its dividend until after April 23

Monday, April 15, 2013 1:30 pmMonday, April 15, 201319 Comments

Sacconaghi has been debriefing those investors and now thinks he has a pretty good idea…

Why Apple’s share price rallied to reclaim a key threshold

Tuesday, March 5, 2013 6:43 pm9 Comments

Shares of Apple enjoyed solid gains today, rising more than $15…

Apple may have already covered $42 billion of its overseas cash tax issue

Monday, March 4, 2013 10:39 pm19 Comments

Apple can access about half of its offshore cash and return it to shareholders…

Bernstein’s Sacconaghi: Most important for Apple is a capital allocation plan

Monday, February 11, 2013 2:15 pm11 Comments

Apple’s projected U.S.-based cash flow this year of $12.4 billion…

Apple’s iPad business alone would be 11th largest U.S. tech company

Tuesday, January 8, 2013 10:00 amTuesday, January 8, 20136 Comments

if the tablet were spun off into a standalone business, it would be the 11th largest U.S. tech company

Bernstein trims Apple target price to $750 from $800

Thursday, December 20, 2012 2:54 pm10 Comments

Bernstein Research analyst Toni Sacconaghi today…

Which way will Apple stock move after Tuesday’s earnings report?

Saturday, July 21, 2012 10:53 amSaturday, July 21, 201221 Comments

We see a reasonable probability that Apple will miss consensus revenue…

Steve Cortes: It’s time to short Apple

Thursday, March 15, 2012 4:31 pm30 Comments

Contrarian trader Steve Cortes on Thursday said that he’s ready to jump back into Apple…

Bernstein analyst Sacconaghi: $50-$100 billion of debt might be ‘attractive option’ for Apple

Tuesday, March 13, 2012 1:01 pmTuesday, March 13, 201245 Comments

Bernstein Research’s Toni Sacconaghi today reiterates an Outperform rating on Apple (AAPL) shares…

Bernstein analyst sees $204 billion in Apple customer ‘lifetime value’ rising to $373 billion by end of 2014

Monday, February 6, 2012 5:24 pmMonday, February 6, 201217 Comments

Rather than being a transactional company with volatile revenues, Apple is a platform company…

Analyst: Apple’s stock price reflects ‘fantastically pessimistic assumptions’

Tuesday, December 13, 2011 10:20 am22 Comments

Apple (AAPL) is growing like gangbusters, not shrinking like its current P/E ratio would imply…

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