Topic: Morgan Stanley
04/24/2014, 09:04 am
Apple's second-quarter earnings report was packed with surprises that delighted investors on Wall Street, prompting some analysts to respond by raising their price targets for the iPhone maker's stock.
04/23/2014, 09:04 am
A pair of investment firms believe casing supplier Catcher has secured a sizable chunk of Apple's anticipated "iPhone 6" metal casing orders, as the company lines up suppliers for a handset launch later this year.
04/17/2014, 08:04 am
A strong recommendation for Apple stock was pushed by investment firm Morgan Stanley on Thursday, which said now is the right time to invest due to low institutional ownership, resilient iPhone sales, and anticipated upcoming product launches.
03/19/2014, 08:03 am
Demand for Apple's iPhone has been higher than expected in the first quarter of calendar 2014, thanks in part to new smartphone promotions by U.S. wireless carriers, new tracking data reveals.
02/26/2014, 10:02 am
Institutional ownership of large-cap stocks is currently at high levels, but there is one glaring exception to that trend: Apple, which is currently at a five-year low among hedge funds, banks, mutual funds, and other powerful types of financial institutions.
01/10/2014, 08:01 am
While research firms Gartner and IDC have very different projections on how Apple's Mac lineup performed in the holiday quarter, both sides can agree on one thing: PC shipments continued to shrink over the holidays, as consumers once again opted for tablets over traditional computers.
12/16/2013, 08:12 am
A survey of consumers in China has found that an anticipated deal to sell the iPhone with carrier China Mobile could incrementally boost Apple's handset sales in calendar 2014 by at least 12 million units, though there is potential for much more.
11/06/2013, 11:11 am
Apple's decision to split the iPhone lineup into a high-end flagship model and a more affordable mid-range offering sets the stage for the company to increase the frequency with which it updates the handsets, one analyst increasingly believes after meeting with the company's chief executive, Tim Cook.
10/29/2013, 10:10 am
Apple beat Wall Street expectations and left analysts satisfied with its September quarter, though market watchers are already more focused on anticipated blockbuster sales of new iPhone and iPad models in the current holiday quarter.
10/18/2013, 08:10 am
If Apple could have met iPhone 5s demand in the recently concluded September quarter, the company could have sold as many as 37 million units, new data from Morgan Stanley has revealed.
09/26/2013, 03:09 pm
Projected iPhone sales for the current September quarter continue to edge upward, with the latest survey data suggesting Apple could sell more than 34 million handsets in the soon-to-conclude period.
09/18/2013, 10:09 am
Demand for Apple's upcoming iPhone 5s and iPhone 5c is healthy, a new survey has found, suggesting that investor concerns over device preorders may be unfounded.
08/20/2013, 08:08 am
A new survey of smartphone buyers in China has found that the pricing "sweet spot" for Apple's rumored "iPhone 5C" is $486 — a price higher than the analyst responsible for the poll expected.
07/17/2013, 08:07 am
Potential upside in Apple's recently concluded June quarter could be driven by greater-than-expected iPhone shipments, with one analyst predicting that the company beat projections and shipped at least 29 million iPhones.
06/04/2013, 09:06 am
Apple's current account base of 500 million users is growing and spending at a tremendous rate, suggesting to one analyst that new services such as mobile payments or streaming radio could be key to the company's future growth.
06/03/2013, 04:06 pm
If Apple were to offer a new unlocked iPhone priced at $399 without a service contract subsidy, the company would be able to grow its install base without deteriorating its gross margins, one analyst has projected.
05/08/2013, 08:05 am
On a recent trip to visit with tech suppliers in Asia, Morgan Stanley's Katy Huberty received word that multiple new iPhone models will begin production the June-July timeframe.
02/22/2013, 08:02 am
Morgan Stanley analyst Katy Huberty recently met with Apple Chief Financial Officer Peter Oppenheimer, and came away with the impression that Apple will likely increase cash return to shareholders, and potentially release a lower priced iPhone to maintain growth.
02/12/2013, 08:02 am
Arguing that the current discount on Apple shares factor in a significant deceleration in revenue and earnings growth that is unjustified in light of medium and long-term growth drivers, Morgan Stanley on Tuesday issued a fairly bullish report estimating that company could generate more than $80 billion in incremental revenue though global penetration of its rumored iWatch and Apple TV initiatives.
02/04/2013, 12:02 pm
Apple's lower gross margins — and, subsequently, its lower stock price — could be largely attributable to cyclical drivers such as capital expenditures and component pricing, paving the way for a significant improvement with the launch of a so-called "iPhone 5S," a new analysis argues.