Apple Silicon advances at WWDC expected to drive post-event Apple stock climb

Apple's WWDC keynote could be more of a catalyst for Apple stock than what has historically been seen, largely due to a focus around Apple Silicon, Morgan Stanley says.

Mike Peterson 5 years ago 4

App Store growth recovery hints at Apple June quarter beat, analyst says

After a weaker-than-expected April, Morgan Stanley's Katy Huberty says that the App Store is trending ahead of forecasts in May — which could be a sign that Apple is on track to outperform in the June quarter.

Mike Peterson 5 years ago 1

Institutional AAPL ownership plunges, analyst still forecasts solid growth

Institutional ownership of Apple shares of stock saw the largest sequential decline since 2013 in the March quarter, though the company is still positioned for growth, Morgan Stanley's Katy Huberty says.

Mike Peterson 5 years ago 3

App Store growth will slow more than expected in June quarter, analyst says

Morgan Stanley Katy Huberty expects Apple App Store revenue will grow less than expected in the June quarter, though its long-term outlook remains unchanged.

Mike Peterson 5 years ago 0

Apple's 40% margins sustainable through at least June quarter, Huberty says

Apple's most recent 10-Q signals a sustainable expansion of the company's gross margins, room for iPhone growth in the June quarter, and positive data points for Services, JP Morgan's Katy Huberty says.

Mike Peterson 5 years ago 0

Morgan Stanley bumps Apple price target to $161 after record March quarter

Morgan Stanley has raised its AAPL price target to $161 from $158 after Apple reported better-than-expected and record-setting earnings for its second quarter.

Mike Peterson 5 years ago 0

Morgan Stanley cuts AAPL price target to $156 over stagnant peer stock prices

Morgan Stanley has raised its 2021 and 2022 Apple Services revenue forecast, but has revised its AAPL price target down to $156 to reflect warier investor outlooks surrounding the company's peers.

Mike Peterson 5 years ago 5

iPhone demand weakness just 'noise,' outlook remains strong, analyst says

Investment bank Morgan Stanley calls recent reports of weaker iPhone demand "supply chain noise," and sees the AAPL pullback as a buying opportunity for investors.

Mike Peterson 5 years ago 4

January China iPhone shipments grew over 150% versus 2020, according to analyst

Apple smartphone share in China continues to grow due to high iPhone 12 demand, with Morgan Stanley expecting a strong March quarter on the strength of January sales.

Wesley Hilliard 5 years ago 0

Investors are underestimating the 'Apple Car' impact on the EV market, analysts say

Amid reports that Apple is building out its "Apple Car" production capabilities with Kia, Morgan Stanley analysts said that investors are likely underestimating the impact Apple could have on the market.

Mike Peterson 5 years ago 11

App Store growth hits six-month high in January 2021, analyst says

Apple's App Store and demand for notebook computers like the MacBook are both off to a strong start in the first month of 2021, according to Morgan Stanley.

Mike Peterson 5 years ago 0

Morgan Stanley raises AAPL to $164 on Q1 2021 results, says Q2 outlook is strong

Morgan Stanley has raised its AAPL price target to $164 on blockbuster Apple December quarter results, and said that products like the iPhone could see continued strength in the second quarter.

Mike Peterson 5 years ago 7

Morgan Stanley raises AAPL target to $152, expects blockbuster December quarter

Morgan Stanley has raised its Apple price target to $152 on expectations of a strong December quarter across its product and services portfolio.

Mike Peterson 5 years ago 4

Apple to be key beneficiary of sustained PC market growth, analyst says

Morgan Stanley believes that Apple will be one of the main beneficiaries of another year of growth in the PC market as users switch to remote work and using notebooks instead of desktops.

Mike Peterson 5 years ago 1

Apple vertical integration could boost 'Apple Car' margins, threaten Tesla

Investment bank Morgan Stanley believes the "Apple Car" has an opportunity to drive down the normally razor-thin margins of the auto industry and pose a threat to Tesla.

Mike Peterson 5 years ago 17

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