Analysis paralysis - hot takes from investment firms in the wake of Apple earnings
Apple had a pretty good quarter despite China weakness, defying analysts' doom-and-gloom predictions. Here's what some of them think on the morning after.
Investor
Malcolm Owen
Apple Vision Pro a big hit in enterprise
During the Apple earnings call, Apple CEO Tim Cook shared that half of Fortune 100 companies have purchased Apple Vision Pro units.
Wesley Hilliard
Apple reversed its stock trajectory for the year in 30 minutes
Apple stock was having a tough year after some early gains — until investors erased the loss after Thursday's earnings report.
William Gallagher
Apple charms investors with record $110B stock buyback, dividend hike
Alongside disclosing its earnings for Q2 2024, Apple also announced that it is increasing the dividend it pays to shareholders by 4%, and is also buying back more stock in one program than ever before.
Apple blows away Wall Street earnings estimates, even with weak China iPhone sales
Apple has released its financial results for the Q2 2024 quarter, with earnings beating predictions despite China iPhone fears.
Apple's Q2 2024 earnings results may have some drama — what to expect
Apple's Q2 financial results are being announced on May 2, and it might be rough, compared to the financial victories of the last five years. Here's what to expect, and what the analysts are saying.
Apple's earnings will be flat ahead of AI-enabled iPhone
Investment analyst firm TD Cowen is predicting that Apple's next earnings call will show little growth, but says forthcoming AI features could prove significant.
Morgan Stanley weirdly bullish on iPhone as it trims Apple stock price target
Investment bank Morgan Stanley says there are signs of increased iPhone, Mac, and Services revenue for Apple, but it has cut its target price by $10.
Morgan Stanley fires back at iPhone doomsday research
One investment firm isn't so sold on tales of disastrous iPhone order cuts, and instead, is bullish on what they see as better than expected order volume across Apple's supply chain.
Mike Wuerthele
Amber Neely
