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Topic: Morgan Stanley

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 TV+ & iPhone 5G will drive AAPL to $289+ a share, says Morgan Stanley

10/23/2019, 01:10 pm

Apple TV+ in conjunction with a 5G iPhone will help accelerate Apple's Services growth to 20% in 2020, with Katy Huberty of Morgan Stanley raising the price target for the iPhone maker to $289.

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Bullish 2020 predicted for Apple with Services growth accelerating

09/11/2019, 11:09 am

Apple is set to have a bullish 2020, Morgan Stanley claims the day after the launch of the 2019 iPhone models, with the aggressive pricing of Apple Arcade and Apple TV+ forming part of Apple's strategy to accelerate its Services revenue growth into next year.

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Apple has multiple options to lower potential import tariff impact

08/09/2019, 02:08 pm

Apple will take multiple steps to mitigate the incoming 10% tariff on Chinese imports to the United States, Morgan Stanley believes, with the iPhone producer using non-Chinese assembly and supply lines for US-bound smartphones as a workaround that has been 16 months in the making.

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Re-emergence of China market is driving Apple's App Store recovery

08/07/2019, 10:08 am

Morgan Stanley is telling its investors that the growth of Apple's App Store is accelerating after a previous decline, and that this is due to the a recovery in revenues from China.

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Morgan Stanley hikes AAPL to $247, says investors are unnecessarily negative

07/22/2019, 03:07 pm

Apple is an attractive company to invest in ahead of its upcoming earnings report, Morgan Stanley suggests, with low Wall Street estimates for September and negative investor sentiment for the iPhone maker's current state potentially making decent results for the next quarter seem better.

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App Store antitrust lawsuit predicted to impact Apple stock price for years

05/15/2019, 10:05 am

The fallout from the U.S. Supreme Court's decision to allow an antitrust lawsuit against Apple over an alleged monopoly on iOS apps via the App Store won't immediately affect the company, suggests Morgan Stanley, but the legal threat could affect the stock value for years.

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Skeptical investors undervaluing Apple's services, Morgan Stanley raises AAPL to $234

04/24/2019, 11:04 am

Investors consistently undervalue Apple's Services, and iPhone sales are strong, which has led Morgan Stanley to raise the target price for Apple stock to $234.

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Qualcomm's share price expected to continue rising following Apple settlement

04/23/2019, 10:04 am

Qualcomm's share price still has some space for growth following the surprise settlement with Apple, Morgan Stanley suggests, with the price potentially able to grow by another 15% due to both supplying Apple with modems and being a central figure in the creation of 5G networks.

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China iPhone sales stabilizing ahead of quarterly results, gaining on Huawei

04/12/2019, 01:04 pm

Apple's fortunes in China are slowly turning around, suggests Morgan Stanley, with a continuation of share growth for the iPhone user base in March taken as an indicator of better than expected results heading into Apple's upcoming quarterly financial results.

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App Store revenue still stable, with Chinese gaming revenue remaining a highlight

04/04/2019, 01:04 pm

The App Store is continuing to be a stable source of Services revenue for Apple, Morgan Stanley analysts claim, with revenue from the digital storefront up 15 percent year-on-year on the back of Chinese gaming revenue, but entertainment-related apps are apparently worth monitoring for a potential downturn.

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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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What to expect from Apple's holiday quarter results on Tuesday

01/28/2019, 10:01 am

Anxiety is mounting over Apple's December-quarter financial results, which will be officially revealed on Tuesday following a $5 billion-plus revenue downgrade to $84 billion earlier this month. Here's what some analysts are predicting.

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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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Analysts pile on Apple following revenue guidance miss

01/03/2019, 11:01 am

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.

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Morgan Stanley cuts Apple stock price target over weak Chinese iPhone demand

12/07/2018, 10:12 am

Analysts from Morgan Stanley are the latest to cut their price target for Apple stock, with longer smartphone replacement cycles in China apparently to blame.

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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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Morgan Stanley sees Apple's video business rivaling Netflix by 2025, ups target to $245

09/05/2018, 11:09 am

Apple is augmenting its booming services business with its fledgling content plans -- and Katy Huberty from Morgan Stanley thinks that the efforts will pay off in a big way.

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Another blockbuster quarter earnings report ahead for Apple, analyst claims

07/24/2018, 02:07 pm

Katy Huberty from Morgan Stanley has raised her iPhone sales and revenue forecast for the current quarter, while also predicting strong services growth for the foreseeable future -- and has dramatically increased AAPL's price target as a result.

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