Black Friday Is Here. Get the Lowest Prices ANYWHERE on Macs, iPads and Apple Watches: Apple Price Guides updated Nov 27th

Topic: Morgan Stanley

Wall Street response to iPhone 4S muted, but optimistic

10/05/2011, 12:10 am

Following Apple's unveiling of the iPhone 4S on Tuesday, Wall Street's response was relatively subdued, though analysts remain optimistic that Apple sales growth will continue to rise.


Morgan Stanley recommends Apple use cash for share buybacks, dividends

09/12/2011, 10:09 pm

Investment bank Morgan Stanley took the position on Monday that Apple is "more likely than ever" to return some of its $76 billion in cash to shareholders and recommended either share buybacks or dividends as the most favorable options.


Wall Street expects smooth transition from Steve Jobs to Tim Cook

08/24/2011, 11:08 pm

Responding to the news that Steve Jobs is stepping down as Apple CEO, Wall Street analysts affirmed the company's position, predicting a relatively uneventful transition for the company and calling Tim Cook "the ideal candidate" for the role.


Wall Street doesn't expect Google-Motorola deal to affect Apple

08/16/2011, 09:08 am

While the move may be good for the parties directly involved, Google's purchase of Motorola is not expected to have a major effect on Apple, Wall Street analysts have said.


Wall Street: Apple earnings 'nothing short of a blowout' after record quarter [u]

07/19/2011, 09:07 pm

Wall Street analysts were stunned by Apple's record quarterly earnings on Tuesday, noting that there seems to be no end in sight for the company's "upside parade."


Apple to begin assembling iPhone 5 'in mid to late August'

06/26/2011, 11:06 pm

Apple will begin production of fifth-generation iPhones in August ahead of a projected late third quarter launch, according to intelligence obtained by one investment banker's recent trip to Taiwan.


Apple execs focused on software-driven iPhone product cycle, says analyst

05/05/2011, 02:05 am

Fresh off a meeting with senior executives at Apple, Morgan Stanley analyst Katy Huberty said the company sees product cycles as being driven by software rather than hardware and is expected to announce major software updates at the Worldwide Developers Conference in June.


Fears of iPad cannibalization drive PC estimates downward

04/28/2011, 11:04 pm

Slowing shipments of PCs have prompted some analysts to revise their 2011 PC shipment estimates downward over concerns that Apple's iPad is eating into sales of PCs.


Apple makes record $11B in purchase commitments, earns its highest margins in Asia

04/25/2011, 08:04 am

Apple's 10-Q form filing with the U.S. Securities and Exchange Commission has revealed the largest sequential increase in purchase commitments for a March quarter to $11 billion, as iPad 2 production ramps up.


Wall Street: Apple is "magical growth story" in tech, defies gravity

04/21/2011, 02:04 am

Wall Street was impressed with Apple's record earnings for the second quarter of fiscal 2011 on Wednesday, as one analyst calling the company a "magical growth story" and several firms raised their revenue estimates for future quarters.


Apple reportedly working on 'Smart TV' prototype in bid for living room

03/25/2011, 01:03 am

According to one analyst's checks with Apple's Asian suppliers, the company is in the process of building a 'Smart TV' prototype as part of an ongoing effort to assert a stronger presence in consumers' living rooms.


Wall Street impressed by 'evolutionary' improvement in Apple's iPad 2

03/02/2011, 11:03 pm

Wall Street analysts reacted positively to Apple's unveiling of the iPad 2 on Wednesday and remained optimistic about the company's continued ability to lead the tablet market, though they viewed the refresh as mostly "evolutionary."


Apple's secret $3.9B investment could buy 136M iPhone, 60M iPad displays

01/21/2011, 10:01 am

The most likely use of Apple's secret $3.9 billion long-term supply investment is for tens of millions of displays for the iPhones and iPads the company plans to sell in the near future, one Wall Street analyst believes.


Apple's 'stunning' first quarter exceeds Wall Street's lofty expectations

01/19/2011, 09:01 am

Apple's earnings for the first quarter of 2011 crushed analyst expectations on Wall Street, who heaped praise on the company for beating estimates by $2 billion.


Apple outlook raised to 7 million iPads, 4.3 million Macs for Q1 2011

01/18/2011, 12:01 am

Apple is expected to beat even some above-consensus revenue numbers when it announces earnings Tuesday night, having sold new peak numbers of iPhones, iPads and Macs in the winter quarter.


Apple seen selling 100 million iPhones, 40 million iPads in 2011

01/17/2011, 09:01 pm

Any drop in Apple's share price tomorrow "presents a buying opportunity ahead of earnings," according to the latest analyst to weigh in on the impact Steve Jobs' leave of absence may have on investors, noting an improved outlook for iOS and more favorable component costs than previously expected.


Analyst sees CDMA iPhone coming to China Telecom, India's Reliance

01/11/2011, 10:01 pm

One Wall Street analyst said Tuesday that global CDMA carriers, including China Telecom and Indian carrier Reliance, are expected to begin carrying the new CDMA iPhone 4 "over time."


Morgan Stanley: Apple stock no longer a 'Best Idea,' but still recommended

12/14/2010, 08:12 am

Though it still recommends the stock to investors, Morgan Stanley this week removed Apple from its "Best Ideas" list, citing the company's outperformance of the market over the last six months.


China offers Apple vast new growth potential

11/01/2010, 07:11 pm

Morgan Stanley analyst Katy Huberty described China as an "unappreciated" potential growth driver for Apple, setting a $375 "base case" target for the company's stock and a "bull case" scenario where Apple shares could reach $500 by next fall.


Best Buy CEO backpedals on iPad cannibalization comment

09/18/2010, 01:09 am

Brian Dunn, CEO of Best Buy, issued a statement Friday clarifying his earlier comment that the iPad had cannibalized sales of some notebook and netbook models by as much as 50 percent.