Get the Lowest Prices anywhere on Macs, iPads and Apple Watches: Apple Price Guides updated November 17th
 

Topic: Investor

iPad USB-C, AAPL price, Apple poaching from Qualcomm and more on the AppleInsider Podcast

11/16/2018, 08:11 am

This week on the AppleInsider Podcast, Daniel Eran Dilger, Victor, and William mark the 200th episode talking stocks, iPad USB-C, Qualcomm engineers, Neil stops by, and we even give away some software.

2 comments

iPhone unit sales concern overblown, doesn't cover Apple's business as a whole says Morgan Stanley

11/15/2018, 11:11 am

Investors are overreacting to changes in the iPhone supply chain and manufacturing reports, Morgan Stanley suggests, with the company's continued Services growth highlighted as the better avenue for revenue increases than its hardware sales.

16 comments

Big mutual funds loaded up on AAPL in Q3, some now worrying about growth

11/15/2018, 07:11 am

Three big-name mutual funds loaded up on Apple stock in the third quarter, while bailing out of the other big names in tech -- a move which is now setting up investors for short-term loss from shareholder sell-off.

15 comments

Supply chain channel check stories hurting skittish investors, enriching Apple's shareholders

11/15/2018, 07:11 am

It might sound bad for investors long on Apple that the company's stock price has dipped so dramatically once again on new reports that claim supply chain rumors are somehow, suddenly a good way to forecast iPhone sales after being completely wrong year after year. But that's wrong, and here's why.

36 comments

Another Apple supplier slashes revenue forecast, prompts speculation of weak iPhone demand

11/15/2018, 01:11 am

Speculation of lower than expected iPhone demand continues to weigh on Apple stock prices as yet another component supplier, AMS AG, cuts revenue estimates for the current quarter. Three other key Apple suppliers reduced their respective forecasts this week.

6 comments

More than a quarter of Warren Buffett's Berkshire portfolio is Apple stock

11/14/2018, 07:11 pm

Despite worries that iPhone sales have plateaued, legendary investor Warren Buffett's Berkshire Hathaway increased its position in Apple by 522,802 shares during the third quarter of 2018, regulatory filings show.

14 comments

Apple power chip supplier Dialog Semiconductor isn't seeing a reduction in orders

11/14/2018, 02:11 pm

Power management tech supplier Dialog Semiconductor hasn't seen the same hit to its business that other Apple suppliers have encountered in recent times, CEO Jalal Bagherli claimed on Wednesday.

6 comments

UBS cuts AAPL target price by $15 over low iPhone XR demand, component order cuts

11/14/2018, 02:11 pm

UBS has cut its price target for Apple by $15 to $225 after revising its estimates, citing reported supply chain cuts and potentially tough market conditions for iPhone XR forecasts caused by the dollar appreciating against currencies in other key markets.

32 comments

Fears about continued sales growth of iPhone mount, while praise heaped on Services

11/14/2018, 08:11 am

Analysts are continuing to weigh in on the future of Apple's growth following the company's most-recent quarterly report, with Guggenheim Securities claiming the push for higher iPhone ASPs isn't enough, while Loup Ventures insists investors should shift to thinking of "Apple as a Service" rather than a traditional hardware producer.

40 comments

If you think Tim Cook is 'robbing' you, then so was Steve Jobs

11/12/2018, 04:11 pm

The company is making more cash than ever as a whole, but AppleInsider delves into the figures to see how much of that is through increased sales of hardware and how much is from Apple skimming more profit per device since Cook took over.

154 comments

JP Morgan trims AAPL target to $266 on iPhone XR weakness, economic concerns

11/12/2018, 12:11 pm

Samik Chatterjee from J.P.Morgan has very slightly cut the target price for Apple stock to $266 from $270 because of the overall economic climate, and the so-far "tepid" response to the iPhone XR.

11 comments

Apple stock hammered on lower forecasts from iPhone part suppliers Lumentum & Japan Display

11/12/2018, 12:11 pm

Two important Apple suppliers -- Japan Display and TrueDepth sensor provider Lumentum -- have cut their revenue forecasts, causing Apple's stock price to dip to its lowest value in over three months.

23 comments

Apple's Face ID component supplier Finisar acquired for $3.2B

11/09/2018, 07:11 am

Finisar, the producer of laser scanners used to power Apple's Face ID system on its iPhones, has been acquired by optical system producer II-VI Incorporated, in a purchase said to be worth approximately $3.2 billion.

15 comments

Apple's services will grow to over $100 billion per year in 2023, says Morgan Stanley

11/08/2018, 10:11 am

Katy Huberty from Morgan Stanley has taken a deep-dive into Apple's services market segment, and has taken a close look at the factors that will make Apple's once-overlooked aspect of its business a major factor for investors to consider now, and in the future.

10 comments

Analyst fears over iPhone XR shipments, future sales figures prompt AAPL sell-off

11/05/2018, 10:11 am

Apple's stock price has taken a beating during early Monday trading, after analysts from two investment firms downgraded the iPhone producer following the latest quarterly results release, with analysts pessimistic on shipment figures and the lack of data going forward.

33 comments

Examining Apple's record-breaking 2018 fourth quarter earnings results by the numbers

11/02/2018, 03:11 pm

The quarter that saw the introduction of the iPhone XS and iPhone XS Max is the last of Apple's fiscal year. At a time when the average selling price has become more important to analysts than ever for Apple's main revenue generator, it is worth looking at several years of previous data to see how the latest one stacks up.

18 comments

iPad sales may be dropping, but at a slower pace than rivals

11/02/2018, 01:11 pm

Apple is continuing to lead the global tablet market, IDC analysts claim, but while the number of iPad sales declined in the most recent quarterly results, it isn't as much of a reduction compared to the overall marketplace's 8.6 percent decline in the third quarter.

16 comments

Apple relying on higher selling prices, services growth in fourth quarter analysts say

11/02/2018, 09:11 am

Going forward, Apple will be increasingly reliant on a combination of driving up average selling prices for iPhones and fostering services revenue, several analysts contended in the wake of the company's Q4 results.

32 comments

Cook says soft holiday forecast linked to iPhone XS timing, exchange rates

11/01/2018, 06:11 pm

At least part of Apple's first quarter 2019 forecast -- expected to disappoint some analysts -- can be connected to two main issues, CEO Tim Cook said in a Thursday interview.

21 comments

Apple Q4 services revenue up to nearly $10B, Apple Pay transactions tripled

11/01/2018, 05:11 pm

Excluding a one-time payment, Apple's services revenue rose 27 percent during the September quarter to $9.981 billion, aided by the company's usual suspects but in no small part by a sharp rise in Apple Pay transactions.

8 comments