iPhone supply chain settling down, stabilizing after rough holiday quarter

Apple's iPhone suppliers are starting to show what could be signs of stabilization following the weaker than anticipated iPhone sales in the holiday quarter, according to JP Morgan, but the company still has to deal with the prospect of the global smartphone market continuing to slow down.

Malcolm Owen 7 years ago 3

Apple needs blockbuster acquisitions in gaming & video streaming to thrive, claims J.P. Morgan

To boost Services revenue, Apple should use its cash hoard to try to buy video streaming giant Netflix or video game publisher Activision despite neither being for sale, says analysts with J.P. Morgan.

Malcolm Owen 7 years ago 36

What analysts are saying in the wake of Apple's holiday quarter financial report

Early analyst reactions are all over the place after Tuesday's results call, in which Apple reported $84.3 billion in revenue for the December quarter, more than it expected in its early-January revision, but less than it predicted for the quarter in November.

Roger Fingas 7 years ago 5

Analysts pile on Apple following revenue guidance miss

Since Apple revised its revenue guidance on Wednesday, analysts have been quick to jump on the news with their opinions on the lower-than-expected iPhone sales and reduced revenues primarily from the Chinese market. AppleInsider rounds up a number of the statements made by the commentators.

Malcolm Owen 7 years ago 27

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

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.

Mike Wuerthele 7 years ago 15

J.P. Morgan, Rosenblatt upbeat on Apple following launch of new Macs and iPad Pros

Analysts have offered more opinions on Tuesday's Apple special event, with J.P. Morgan and Rosenblatt Securities issuing generally positive notes to investors about the refreshed MacBook Air and Mac mini, but were more enthused about the prospects of the new iPad Pro.

Malcolm Owen 7 years ago 12

High iPhone XS Max sales could drive average selling price up to $801

The demand for the iPhone XS is being unappreciated by investors, analysts for J.P. Morgan suggest a few days before Apple issues its quarterly results, with the average selling price of iPhones anticipated to exceed earlier predictions due to the higher price of the larger model.

Malcolm Owen 7 years ago 0

JP Morgan initiates coverage of AAPL with $272 target, lauds underrated services biz

Investment bank JP Morgan on Thursday initiated coverage on shares of Apple with an "Overweight" rating and $272 price target, saying it sees "considerable upside" for the company based on its leadership position in the smartphone market and the services it uses to amplify those revenues.

Stephen Silver 7 years ago 12

Wall Street expects Apple's 'iPhone 8' to launch as soon as September based on quarterly guidance

Apple's forecast for its next fiscal quarter was particularly strong, leading market watchers to believe that, in addition to the next-gen "iPhone 7s," the much anticipated "iPhone 8" could be on sale at the tail end of the September quarter in limited quantities, or at the very least in early October.

Neil Hughes 8 years ago 5

WWDC silly season grows with seemingly baseless analyst speculation

A high-profile Apple stock analyst has suggested virtually all of Apple's upcoming hardware pipeline could at least be previewed at WWDC, including the "iPhone 8" and an Apple TV with 4K. Needless to say, that's highly unlikely.

Mike Wuerthele 9 years ago 29

Nokia predicted to play an important role in Apple's datacenters after patent dispute settlement

In the terms of their new patent dispute resolution, Nokia revealed it will be providing network infrastructure products to Apple — a partnership that one Wall Street analysts could see Nokia significantly grow its IP router business by supplying Apple's datacenters.

Neil Hughes 9 years ago 3

JP Morgan raises Apple target to $165, sees sales of 260M iPhones in 2018

Buying in on hype for an anticipated 10th anniversary "iPhone 8" super-cycle, investment firm J.P. Morgan has raised its price target on shares of Apple to $165.

Neil Hughes 9 years ago 7

Apple partnering with Broadcom on custom wireless charging chip for future iPhone

Apple is thought to be working with chipmaker Broadcom on a custom designed wireless charging system destined for the company's iPhone product line, though the silicon might not be ripe for inclusion in this year's "iPhone 8" model.

Mikey Campbell 9 years ago 26

3D laser scanner possibly destined for Apple's 'iPhone 8' expected to add facial recognition, future AR use

The 3D laser scanning module that may make an appearance on the "iPhone 8" raises a number of questions, and a new report attempts to shed some light on the subject, including what model of iPhone it might appear on this year.

Mike Wuerthele 9 years ago 14

With $231B in cash, Apple's $14.5B EU tax hit doesn't concern Wall Street

While a $14.5 billion payment of back taxes could bankrupt many major corporations, it's pocket change for a company as cash flush as Apple. As a result, analysts surveyed by AppleInsider on Tuesday said they aren't concerned about the European Commission's decision, regardless of how an appeal ultimately plays out.

Neil Hughes 9 years ago 66

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