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Topic: Morgan Stanley

Survey finds China's 'sweet spot' for Apple 'iPhone 5C' priced at $486

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.

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Apple predicted to beat market consensus with 29M iPhones shipped in June quarter

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.

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Apple's 500M user accounts second only to Facebook, viewed as key driver of future growth

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.

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$399 low-end iPhone predicted to grow Apple's user base without affecting margins

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.

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Morgan Stanley: Apple on track to build multiple new iPhone models in June-July

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.

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Morgan Stanley expects 6% dividend, cheaper 'iPhone mini' after meeting with Apple CFO

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.

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Apple's iWatch and Apple TV initiatives could drive an additional $80 billion in yearly revenue

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.

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Apple's margins predicted to change & improve with the seasons

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.

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Premium iPhone share growing as consumers choose iPhone 5 over Apple's legacy models

12/17/2012, 09:12 am

More iPhone buyers this year are opting for Apple's latest model, the iPhone 5, than in previous years, suggesting more customers than ever are willing to pay for the best device available.

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47% of consumers interested in Apple television, willing to pay 20% premium

12/11/2012, 08:12 am

A new survey has found consumers are extremely interested in the prospect of an Apple-branded television, and are willing to pay a 20 percent premium over existing TV prices for such a device.

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Apple's iPhone, iPad mini sales even stronger than expected - report

11/15/2012, 03:11 pm

Sales of Apple's recently updated iPhone lineup, along with the new iPad mini, are surprising to the upside, according to supply chain sources who spoke with one analyst.

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Market watchers reaffirm faith in Apple as new products shrink projected margins

10/26/2012, 11:10 am

Though Apple expects its margins to shrink in the holiday quarter as the company goes through an unprecedentedly large product transition, Wall Street watchers remain confident in recommending investors buy AAPL stock.

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Market watchers expect $329 iPad mini will justify its price to consumers

10/24/2012, 09:10 am

Though the starting price of the iPad mini is higher than many had expected, Wall Street analysts believe the storage capacity and build quality offered by Apple will be more than enough to court consumers and make the product a success.

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Apple's growing expenses signal blockbuster $56B+ holiday quarter

07/31/2012, 12:07 pm

Increases in capital expenditures historically have a direct correlation to revenue at Apple, and a recent spike in spending suggests the company is set to deliver a record quarter of at least $56.4 billion in revenue this holiday season.

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Wall Street anticipating huge holiday quarter after Apple disappoints

07/25/2012, 08:07 am

Though Apple fell short of market expectations with its third-quarter earnings on Tuesday, analysts on Wall Street still have great expectations for the company during the 2012 holiday shopping season.

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Wall Street expects iOS 6 to increase Apple's smartphone market share

06/12/2012, 08:06 am

Apple's 2012 Worldwide Developers Conference Keynote was met positively by analyst on Wall Street, who expect this year's iOS 6 upgrade to further establish the iPhone as the leading device in the smartphone market.

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Apple television could double US household spending on Apple products

05/18/2012, 08:05 am

If Apple were to launch a full-fledged television set, it could cause total average annual U.S. household spending on Apple products to double to $888 by 2015, according to a new projection.

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Morgan Stanley: New carriers to offset impact of longer iPhone upgrade cycles

05/11/2012, 04:05 am

A new analysis from investment bank Morgan Stanley downplays investor fears that Apple's iPhone revenue could be impacted by lengthening carrier upgrade cycles and reduced subsidies, noting instead that increased distribution from new carrier partners should sustain iPhone growth.

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Wall Street: Q2 earnings prove Apple is beginning 'international growth story'

04/25/2012, 01:04 am

After Apple announced record March quarter earnings of $11.6 billion, Wall Street watchers responded enthusiastically, with one analyst calling it proof of the beginning of an "international growth story" for the company.

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Morgan Stanley bumps Apple stock price target to $720

03/14/2012, 12:03 am

With shares of Apple on a chart-topping climb, investment bank Morgan Stanley has lifted its price target for the stock to $720, with a 12-month bull case estimate of $960.

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