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Topic: Katy Huberty

Morgan Stanley trims AAPL target to $298 as hopes for sharp consumer recovery dampen

04/03/2020, 11:04 am

Morgan Stanley said Friday it is reducing expectations for Apple through fiscal 2021 to better align with the bank's macro view that GDP growth will take a greater hit than previously expected, due largely to a prolonged consumer recovery.

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Services, wearables, 5G 'iPhone 12' make Morgan Stanley AAPL buyers

02/26/2020, 07:02 am

While the coronavirus is still having a big impact on China iPhone production, and the smartphone market as a whole, Morgan Stanley sees the impacts as mostly timing problems for Apple, and are buyers, maintaining a $368 stock price target.

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Morgan Stanley ups AAPL price target to $368 on potential of 5G iPhone supercycle

01/17/2020, 01:01 pm

Morgan Stanley has raised its price target on shares of Apple, voicing its view that investors are under-appreciating the impact this year's 5G-enabled iPhone release is expected to have on the company's bottom line, especially given the roll-out is expected to coincide with a multi-year peak in the number of iPhones due for replacement.

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AAPL analysts spar over state of Chinese iPhone sales

12/13/2019, 04:12 pm

China, the world's largest smartphone market, has been nothing short of a moving target for Apple. A salvo of shots fired by top analysts this week only evidences one thing: the only near-term certainty with Apple and China may be more uncertainty.

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Institutional ownership of AAPL on the rise leading into iPhone 12 cycle

11/19/2019, 02:11 pm

Optimism surrounding Apple's upcoming 5G iPhone cycle and revenue growth within the company's Services sector helped drive one of the largest sequential increases in institutional ownership of AAPL shares in more than half a decade.

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Apple will return to $1 trillion valuation with video & services bundle, says Morgan Stanley

02/04/2019, 09:02 am

Morgan Stanley's Katy Huberty suspects that a comprehensive media bundle including Apple's video offering and a rumored News subscription service will continue to drive Services forward, and return the company to a $1 trillion valuation.

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Buy Apple stock ahead of earnings results, says Morgan Stanley

01/25/2019, 08:01 am

Investors should consider buying Apple stock now, less than a week before the iPhone producer announces its quarterly financial results, according to Morgan Stanley, with the shares unlikely to go much lower following its revenue miss warning earlier this month.

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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.

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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.

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Apple's $26.5B in purchase commitments hint at huge 'iPhone 6s' launch

07/24/2015, 10:07 am

Apple had $26.5 billion in off-balance sheet commitments at the end of the June quarter -- a massive year-over-year increase that suggests the company is planning for a record breaking launch of its next-generation "iPhone 6s."

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Market watchers see buying opportunity as Apple shares slide after June quarter miss

07/22/2015, 09:07 am

Lofty expectations were beyond the reach of Apple last quarter, sending shares tumbling more than 7 percent. But a number of bullish analysts see the stock pullback as a buying opportunity for investors, who can get in at a cheaper price before the launch of new iPhones.

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Apple on pace to sell 53M iPhones in June quarter, Apple Watch demand sustaining 'healthy' levels

06/24/2015, 09:06 am

Demand for Apple's flagship iPhone 6 and iPhone 6 Plus remains extremely strong, even as the product cycle begins to wind down, while consumer interest in the Apple Watch is outperforming the first iPhone, new data reveals.

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Morgan Stanley: Apple Watch demand up 60% in US since March, estimated 36M unit sales in first year

05/20/2015, 10:05 pm

Countering an analyst report earlier on Wednesday predicting a plateau to Apple Watch demand, investment bank Morgan Stanley says U.S. consumer interest is not just strong, but is increasing, with first-year sales estimated to hit 36 million units.

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Estimates raised on Wall Street as Apple impresses investors again with another record quarter

04/28/2015, 11:04 am

The iPhone continues to drive growth at Apple, once again propelling the company to a record quarter that has left analysts on Wall Street confident the company's stock will continue to go higher.

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Apple subscription TV plan could help push services to 20% of company's earnings, Morgan Stanley says

03/20/2015, 09:03 am

Apple's growing services business, including the App Store and Apple Pay, could account for 20 percent of its earnings in the next two years, or perhaps even sooner if the company launches its rumored subscription TV service this fall, one analyst believes.

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Apple on track to sell record 54M iPhones in March quarter, Morgan Stanley says

03/11/2015, 02:03 pm

The latest data from Morgan Stanley suggests Apple is on target to set a new record and sell at least 54 million iPhones in the current quarter, which concludes later this month.

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Wall Street expects high margins, respectable sales for launch of well-designed Apple Watch

03/10/2015, 09:03 am

Analysts on Wall Street came away generally pleased with this week's announcement of Apple Watch launch details, viewing the new platform as a way to extend the company's valuable ecosystem and generate more revenue from high-margin products.

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Morgan Stanley raises Apple target to $160, citing strength as a 'platform company'

03/02/2015, 10:03 am

Morgan Stanley showed significant confidence in Apple on Monday, raising their price target to $160 and expressing a belief to investors that the company can continue to grow its business.

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Morgan Stanley sees Apple's strong holiday sales continuing into 2015

01/20/2015, 11:01 am

Apple is expected to announce yet another quarter of record sales next week, a trend that investment bank Morgan Stanley believes will continue throughout the spring as demand for the iPhone and Mac remains strong alongside the long-awaited release of the Apple Watch.

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Morgan Stanley raises Apple price target to $126, says investors underestimate Apple Watch

11/20/2014, 03:11 pm

Morgan Stanley joins a number of other investment firms that have raised their price targets on shares of Apple stock this week, reflecting significant gains posted by the company heading into the holiday shopping season and in anticipation of next year's debut of the Apple Watch.

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