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Tag: UBS

Apple analysts brace for ‘big guide down’ amid ‘iPhone 8’ delay reports

Tuesday, July 25, 2017 5:01 pm2 Comments

The iPhone 8 cycle is going to look like a pig in a python…

UBS sees massive pent-up demand for Apple’s next-gen iPhones

Tuesday, July 25, 2017 1:44 pmTuesday, July 25, 20177 Comments

UBS said in a note to investors on Tuesday that it’s reiterating its buy rating on Apple with a 12-month price target of…

Analyst: China iPhone sales are pivotal for Apple

Monday, June 26, 2017 4:28 pmMonday, June 26, 20174 Comments

With Apple marking the 10th anniversary of the iPhone this week…

UBS: Apple may eventually launch ‘iGlass’ smart glasses

Tuesday, June 20, 2017 9:58 amTuesday, June 20, 201710 Comments

Apple may leverage augmented reality on the iPhone to help pave the way for a future smart glasses product…

Analyst: Apple’s ‘iPhone 8’ will start at $870, top out at $1,070

Monday, May 22, 2017 12:02 pmMonday, May 22, 201711 Comments

The tenth anniversary version of Apple’s iPhone, the iPhone 8, is due out later this year…

Apple isn’t working on a car, they’re working on something much bigger

Friday, May 12, 2017 10:00 amFriday, May 12, 201720 Comments

The automotive market is valued at anywhere from $5 trillion to $15 trillion…

Apple stock hovers near all-time high; gets two price target increases

Tuesday, February 28, 2017 5:34 pmTuesday, February 28, 201710 Comments

Tech behemoth Apple received two price-target increases on its stock on Tuesday as excitement builds…

Jim Cramer: This is the first time that I felt that Apple has something surprising in store

Monday, February 13, 2017 10:57 amMonday, February 13, 201712 Comments

The iPhone 8, set to be released later this year, is believed to be another game changer…

UBS: Don’t laugh at Apple Watch and AirPods, they’re part of Apple’s ‘ambient paradigm’

Wednesday, October 5, 2016 12:54 pm17 Comments

Apple shares are being undervalued because investors are too bearish on the ‘ambient paradigm’ – an era of technology where…

UBS ups Apple price target from $115 to $127

Tuesday, September 20, 2016 9:08 am4 Comments

The analysts based that increase partly on expectations for higher earnings per share in 2017…

UBS: Apple will sell more iPhones in fiscal 2017 and 2018 than expected

Wednesday, August 3, 2016 4:01 pmWednesday, August 3, 20163 Comments

It’s amazing what one quarter of outperformance can do for the outlook of a company like Apple…

Applied Materials’ OLED push capable of sourcing 100 million Apple iPhone displays

Thursday, June 2, 2016 3:58 pmThursday, June 2, 20167 Comments

So far, Apple uses OLEDs on just one product, the Apple Watch…

UBS: Apple must jump into ‘bots’ like Facebook, Microsoft

Tuesday, May 10, 2016 4:28 pmTuesday, May 10, 201619 Comments

Apple needs to jump into ‘bot’ platform development or its app-based software ecosystem…

Why Apple’s China problem is likely to get much, much worse

Friday, April 29, 2016 11:29 amFriday, April 29, 201616 Comments

Apple is coming off a 26 percent sales decline in Greater China, the steepest drop among its five regions…

UBS: Facebook’s ‘bots’ could erode Apple’s app economy

Wednesday, April 13, 2016 3:01 pm29 Comments

Is Apple in trouble with Facebook’s announcement yesterday of a platform for chat ‘bots’ that can respond…

Uh oh, Apple naysayers: March quarter iPhone demand looks stronger than expected

Monday, April 11, 2016 2:26 pmMonday, April 11, 201612 Comments

The Street, or average sell-side analysts estimates, projects Apple’s March quarter revenue to come in at $52 billion…

This is the biggest threat to Apple’s iPhone

Monday, April 11, 2016 8:33 am21 Comments

As the true cost of buying a new smartphone is becoming more apparent it does not surprise me that…

UBS: Apple earnings quality better due to GAAP-only reporting

Monday, April 4, 2016 5:33 pmMonday, April 4, 20165 Comments

Non-tech investors sometimes recoil at the liberal non-GAAP reporting by tech companie…

UBS: Apple’s quarterly results unlikely to help stock next week

Wednesday, January 20, 2016 8:54 am19 Comments

In a note to clients, UBS analyst Steven Milunovich provided his revenue estimate of $75.6 billion for Apple’s Q116…

Apple crashes into bear market: Poof! $150 billion up in smoke

Friday, December 18, 2015 2:28 pmFriday, December 18, 201545 Comments

Shares of Apple Friday are down another 1.3% Friday to $107.61…

Analysts baselessly warning of ‘Peak iPhone’ allow Apple to buy back even more outstanding shares

Tuesday, December 15, 2015 10:57 amFriday, December 18, 201515 Comments

On Monday, Katy Huberty of Morgan Stanley cited channel checks and a customer intent survey…

Some analysts see Apple iPhone sales turning negative in 2016

Monday, December 14, 2015 6:06 pmTuesday, December 15, 201518 Comments

Morgan Stanley analyst Katy Huberty has soured on prospects for iPhone growth next year…

Cramer: Apple shares may not have momentum but they’re cheap

Monday, December 14, 2015 2:00 pmMonday, December 14, 20158 Comments

Apple shares are down 2% on Monday after analysts at Morgan Stanley issued…

Morgan Stanley slashes Apple price target by 12%; shares fall in pre-market trading

Monday, December 14, 2015 8:58 amMonday, December 14, 201529 Comments

It’s only been seven weeks since Morgan Stanley analyst Katy Huberty elevated Apple onto Morgan Stanley’s ‘Best Idea’ list…

UBS: Apple’s a hit factory like Pixar, with annuities

Monday, November 23, 2015 2:29 pmMonday, November 23, 20152 Comments

Is Apple a hits or annuity business? It’s both…

Jim Cramer: Apple trades like an auto parts company

Wednesday, November 18, 2015 10:03 pm12 Comments

The averages bounced back on Wednesday, further proving to Jim Cramer that stocks can’t stay in the doghouse very long…

Why we can’t stop talking about Apple

Tuesday, November 17, 2015 3:28 pmTuesday, November 17, 20159 Comments

There isn’t another company on the planet that is discussed this way…

UBS analyst’s latest ‘research’ note on Apple is just another ‘actionable’ note and should be totally ignored

Monday, November 16, 2015 6:27 pm17 Comments

A UBS analyst lowered his Apple price target from $150 per share to $140 per share…

Understanding the fine print on Apple’s iPhone Upgrade Program

Wednesday, September 23, 2015 4:01 pmThursday, September 24, 201514 Comments

For savvy wireless shoppers, Apple’s new iPhone Upgrade Program offers the freedom to shop for the best deal on wireless service…

Annual iPhone Upgrade Program could power Apple to become world’s first $1 trillion company

Wednesday, September 16, 2015 3:56 pmWednesday, September 16, 20155 Comments

Apple’s move to allow consumers to finance their iPhones by creating a lease program called…

UBS: Interest in Apple Watch slightly better than for other Apple product releases

Tuesday, August 11, 2015 9:25 amTuesday, August 11, 201510 Comments

UBS analyst Steven Milunovich maintained a Buy rating on Apple Inc…..

UBS, Summit defend the iPhone cycle as Apple shares slide again

Thursday, August 6, 2015 12:55 pmThursday, August 6, 20156 Comments

Apple shares are back to their downward path…

Analysts: This is the catalyst to push Apple higher

Tuesday, August 4, 2015 3:57 pmTuesday, August 4, 20154 Comments

While many investors have concerns about tough comparisons…

UBS: iPhone sales growth may be better in 2016 than expected

Monday, August 3, 2015 4:00 pmMonday, August 3, 20153 Comments

“Upgrades are the most reliable indicator…

Analyst: Apple’s iPhone shipments expected to hit record 51 million for June quarter

Thursday, July 9, 2015 3:04 pm9 Comments

Apple is poised to announce yet another record-breaking quarter

Morgan Stanley and UBS expect Apple to sell at least 50 million iPhones in the June quarter

Monday, June 29, 2015 1:33 pmMonday, June 29, 20159 Comments

Both Morgan Stanley and UBS use web search analysis to help them forecast…

Apple’s continuing iPhone strength demolishes bear case

Friday, May 15, 2015 2:27 pmFriday, May 15, 201516 Comments

UBS analyst Steve Milunovich has predicted strong iPhone sales for Apple…

Apple on pace to surpass quarterly iPhone expectations

Thursday, May 14, 2015 3:25 pmThursday, May 14, 20153 Comments

June quarter iPhone demand of 51.1 million units, which is above the current Wall Street consensus estimate…

Apple Watch gross margins will start low but then rise

Wednesday, May 13, 2015 6:11 pmWednesday, May 13, 201523 Comments

The gross profit margin for the Apple Watch is below Apple’s company average but…

UBS identifies Apple Watch parts suppliers

Wednesday, May 13, 2015 8:26 amWednesday, May 13, 20155 Comments

What’s under the hood?

UBS: Apple botched the Apple Watch launch

Friday, May 1, 2015 12:02 pm44 Comments

cautious note this morning from Steve Milunovich of UBS…

‘Becoming Steve Jobs’ poised to top New York Times Best Seller list

Thursday, April 9, 2015 8:58 amThursday, April 9, 20154 Comments

Brent Schlender covered Apple for many years…

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