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Cowen

Latest News

Analysts raise forecasts on strong iPhone 11, iPhone 11 Pro sales

Apple's launches of the iPhone 11 and iPhone 11 Pro range are doing better than analysts initially predicted, but investor excitement in the 2020 5G-equipped iPhone apparently continues to be far higher than the 2019 range.

Malcolm Owen 6 years ago 17

Analysts impressed with Services & iPhone 11 pricing, less on iPhone 11 Pro

Analysts are weighing in on Tuesday's "It's Innovation Only" iPhone 11 launch event, with positive sentiment from industry watchers over the pricing of Apple TV+ and Apple Arcade accompanying the largely-expected iPhone upgrades.

Malcolm Owen 6 years ago 31

Cowen looks to future iPhone days ahead of Apple event

Less than a week before Apple reveals its next-generation iPhones, Cowen forecasts Apple will start shipping the new models towards the end of September, but predictions of a second-generation iPhone SE and other future potential changes to the iPhone are seen somewhat more favorably.

Malcolm Owen 6 years ago 3
iPhone 17e iPhone 17 M5 Macbook Air Mac Studio MacBook Air Deals MacBook Pro Best VPN for Mac AirPods iPad Mac mini

Apple TV+ predicted to hit 12M subscriptions in 2020, 21M by 2021

Apple TV+, the iPhone maker's upcoming video streaming service, is likely to achieve 12 million subscriptions by the end of 2020, analysts at Cowen suggest, with Apple breaking even in its original content production efforts if it reaches 10 million users.

Malcolm Owen 6 years ago 21

Analysts upbeat on Apple results with strong Services and Wearables

Following the announcement of Apple's record-setting June quarter revenue of $53.8 billion, analysts have been quick to pass judgment on the iPhone maker's fortunes, with Apple exceeding expectations but still with some trepidation present for the fourth quarter results ahead of an anticipated high-performing 2020.

Malcolm Owen 6 years ago 5

Analysts positive on Apple's results, seeing signs of iPhone demand recovery

Analysts are weighing in on Apple's quarterly financial results the morning after its release, with generally favorable impressions of iPhone shipments better than anticipated and the growth of Services.

Malcolm Owen 7 years ago 4

Samsung, Huawei getting close to iPhone, spending on camera hardware to get there

Android smartphones focusing on improved displays and cameras haven't beaten the iPhone but are narrowing the gap, suggests analysts from Cowen, with main rivals Huawei and Samsung said to be considerably outspending Apple on the rear camera assembly in each of their flagship mobile devices.

Malcolm Owen 7 years ago 79

Apple's services bonanza 'sizzle, but little steak' at launch, needs more details says analysts

Analysts have started to issue their verdict on Monday's Apple event, with JP Morgan and Cowen believing the new offerings are generally a positive thing for the iPhone maker's Services business, but at the same time suggesting Apple could have gone a lot further in detailing what to expect with Apple TV+.

Malcolm Owen 7 years ago 21

iPhone X production has met expectations, 'iPhone SE 2' not guaranteed to launch says analyst

Production for the iPhone X has met expectations but may drop lower than anticipated, according to an analyst note to investors examining the Apple supply chain, with the report also suggesting the 'iPhone SE 2' has a good chance of launching, but the upgrade to the cheapest device in the iPhone range isn't guaranteed to happen.

Malcolm Owen 8 years ago 14

Apple forecast to sell 41.5M iPhones in solid June quarter

Investors expect iPhone sales will return to growth in the current June quarter, moving up slightly from the same period a year ago, as the world waits for an anticipated "iPhone 8" this fall.

Neil Hughes 8 years ago 6

Wall Street breathes a sigh of relief after Apple's better-than-feared June quarter

Apple's June quarter earnings came in slightly higher than expected this week, propelling shares higher by more than 6 percent back over the $100 threshold. Analysts were generally pleased by Apple's results — here's a roundup of their responses, as collected by AppleInsider.

Neil Hughes 9 years ago 11

Apple's June quarter predicted to be 'neutral event' for stock price, 'good enough' for investors

Tuesday's earnings report from Apple is expected by Wall Street analysts to be essentially a non-event — nothing serious enough to make the stock price jump, but also nothing negative enough to see shares slide significantly.

Neil Hughes 9 years ago 10

Wall Street remains optimistic about 'iPhone 7' & Apple's 2017 after Q2 declines

Analysts on Wall Street were pushing optimism after Apple's disappointing fiscal 2016 second quarter earnings, saying they expect that the company will continue to innovate and will return to growth over the next year.

Neil Hughes 10 years ago 24

Cowen upgrades Apple to 'outperform,' envisions OLED iPhones with new form factors

Cowen and Company upgraded its outlook on AAPL stock to "outperform" on Wednesday with a $135 price target, telling investors it believes Apple will return to growth with this fall's "iPhone 7" and beyond.

Neil Hughes 10 years ago 11

Wall Street adjusts Apple expectations after Tim Cook 'rips the Band-Aid off'

Though Apple had a respectable December quarter, the company's outlook for the following three months calls for iPhone sales to decline for the first time ever. Analysts on Wall Street responded by trimming their price targets, though most still believe investors should buy in.

Neil Hughes 10 years ago 117

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

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.

Blair MacGregor 10 years ago 155

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

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.

Roger Fingas 10 years ago 32

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

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.

Neil Hughes 11 years ago 11
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