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Topic: Timothy Arcuri

Apple's iPad Pro & powerful A9X CPU pose threat to Intel, Cowen says

11/12/2015, 12:11 pm

Investment firm Cowen and Company has a bullish outlook for Apple's new iPad Pro, citing performance benchmarks that show the device is capable of replacing many mainstream laptops running an Intel processor.


Cowen raises Apple target to $135, sees 80M iPhones shipping this holiday

10/26/2015, 03:10 pm

Ahead of Apple's September quarter earnings report, investment firm Cowen and Company on Monday increased its price target to $135, with sales forecasts higher than consensus on Wall Street.


Analysts bullish ahead of Apple's Q3 results, say iPhone sales could reach 50M+

07/20/2015, 12:07 pm

Analyst sentiment is generally high ahead of Apple's third-quarter earnings announcement -- due on Tuesday -- calling for numbers that could beat both official guidance as well as Wall Street consensus, mostly on the strength of iPhone sales that could near or top 50 million.


Citing 'long tail' of iPhone 6 & 6 Plus sales, Cowen raises Apple target to $140

05/26/2015, 09:05 am

Projecting that iPhone sales will again top 50 million in the current June quarter, investment firm Cowen and Company raised its price target on Apple stock to $140 on Tuesday, on continued strong sales of the flagship iPhone 6 and iPhone 6 Plus.


Nearly all Apple Watch retail try-ons are resulting in preorders, Cowen says

04/13/2015, 09:04 am

Customers who schedule an appointment to try on the Apple Watch are extremely likely to walk away with a preorder for the device, according to a new informal poll of retail employees conducted by an analyst.


Seeing Android switchers fueling iPhone growth, Cowen & Co. raises Apple price target to $135

03/23/2015, 09:03 am

After conducting a new survey showing that iPhone growth is being driven by new owners of the platform, investment firm Cowen and Company raised its price target for Apple on Monday to $135.


Apple Watch faces yield issues as Apple taps Foxconn to build, Samsung to provide OLEDs - report

03/17/2015, 09:03 am

As production of the Apple Watch ramps up ahead of its April 24 launch, Apple is apparently still facing yield issues, and continues to tweak its suppliers as it works to bring the wearable device to market.


Rumor: Apple considering return to 4-inch form factor in 2015 with 'iPhone 6s mini'

12/23/2014, 09:12 am

Though Apple moved on from the 4-inch screen size this year with the launch of the 4.7-inch iPhone 6 and 5.5-inch iPhone 6 Plus, the company may return to that form factor next year with a new low-end handset, a new report claims.


Analyst: Apple could equip 5.5" 'iPhone 6' with more powerful processor than 4.7" model

08/04/2014, 08:08 am

As the supposed September unveiling of Apple's next-generation iPhone lineup draws nearer, at least one Wall Street analyst believes that the component makeup of the rumored 5.5-inch and 4.7-inch "iPhone 6" variants will diverge when it comes to their application processors and touch modules.


Earnings Preview: Wall Street expects solid quarter from Apple, but focus is on the fall

07/21/2014, 08:07 am

While many Apple observers expect the company to reveal solid year-over-year growth for its relatively quiet June quarter, much of the focus will be on new CFO Luca Maestri's guidance for the fall with updated iPhones and iPads on the horizon, the expected closing of the Beats acquisition, and the possibility of a so-called "iWatch."


Wall Street doesn't see Google's I/O announcements posing a threat to Apple's ecosystem

06/26/2014, 01:06 pm

Google this week announced a number of new products and services for phones, tablets, cars, TVs and more, all of which will compete with Apple. But after seeing Google's latest, Apple-watchers on Wall Street aren't concerned.


Cowen raises Apple price target to $102, predicts major 'iPhone 6' upgrade cycle

06/17/2014, 08:06 am

Cowen & Company on Tuesday became the latest Wall Street firm to revise their price target for shares of Apple stock upward, setting a new forecast of $102 ahead of the anticipated blockbuster launch of the company's next-generation iPhone.


Analyst: Apple's 'iPhone 6' design 'locked down' with 4.8" display, 802.11ac Wi-Fi

01/22/2014, 01:01 pm

Though Apple isn't expected to introduce a new iPhone model for months, one Wall Street analyst claims that the company has already internally "locked down" the design for its next flagship handset, sporting a 4.8-inch display and speedy 802.11ac Wi-Fi connectivity.


Wall Street's 'love affair' with iPhone unit sales, and not Apple's ecosystem, seen as misguided

01/07/2014, 03:01 pm

Investors place too great an emphasis on Apple's total iPhone unit sales every quarter, without giving enough consideration to the company's transition to greater monetization of its unique ecosystem of services, one analyst believes.


iPhone retains $128 more value over time than Apple's competition, iPad worth $67 more

11/05/2013, 11:11 am

A survey of secondary market pricing for dozens of smartphone and tablet models has found that the iPhone and iPad carry significant resale premiums over their competitors, which which is expected to bode well for Apple among customers looking to upgrade to the company's latest devices.


Apple has sold 170M iPads to date, implying sales near 15M in Sept. quarter

10/23/2013, 09:10 am

Though many customers were waiting for Tuesday's announcement of new iPads, Apple still managed to ship near 15 million units in the September quarter, new data provided by the company implies.


Production issues predicted to limit Retina iPad mini supply until early 2014

10/21/2013, 12:10 pm

Investors remain concerned that Apple may not be able to produce enough second-generation iPad mini units with Retina displays, with one analyst on Monday predicting that the company may not be able to ramp up production to satisfactory levels until next year.