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Morgan Stanley

Latest News

Fears of iPad cannibalization drive PC estimates downward

Slowing shipments of PCs have prompted some analysts to revise their 2011 PC shipment estimates downward over concerns that Apple's iPad is eating into sales of PCs.

Josh Ong 15 years ago 33

Apple makes record $11B in purchase commitments, earns its highest margins in Asia

Apple's 10-Q form filing with the U.S. Securities and Exchange Commission has revealed the largest sequential increase in purchase commitments for a March quarter to $11 billion, as iPad 2 production ramps up.

Sam Oliver 15 years ago 14

Wall Street: Apple is "magical growth story" in tech, defies gravity

Wall Street was impressed with Apple's record earnings for the second quarter of fiscal 2011 on Wednesday, as one analyst calling the company a "magical growth story" and several firms raised their revenue estimates for future quarters.

Josh Ong 15 years ago 39
iPhone 17e iPhone 17 M5 Macbook Air Mac Studio MacBook Air Deals MacBook Pro Best VPN for Mac AirPods iPad Mac mini

Wall Street impressed by 'evolutionary' improvement in Apple's iPad 2

Wall Street analysts reacted positively to Apple's unveiling of the iPad 2 on Wednesday and remained optimistic about the company's continued ability to lead the tablet market, though they viewed the refresh as mostly "evolutionary."

Josh Ong 15 years ago 47

Apple's secret $3.9B investment could buy 136M iPhone, 60M iPad displays

The most likely use of Apple's secret $3.9 billion long-term supply investment is for tens of millions of displays for the iPhones and iPads the company plans to sell in the near future, one Wall Street analyst believes.

Neil Hughes 15 years ago 51

Apple's 'stunning' first quarter exceeds Wall Street's lofty expectations

Apple's earnings for the first quarter of 2011 crushed analyst expectations on Wall Street, who heaped praise on the company for beating estimates by $2 billion.

Neil Hughes 15 years ago 55

Apple seen selling 100 million iPhones, 40 million iPads in 2011

Any drop in Apple's share price tomorrow "presents a buying opportunity ahead of earnings," according to the latest analyst to weigh in on the impact Steve Jobs' leave of absence may have on investors, noting an improved outlook for iOS and more favorable component costs than previously expected.

Daniel Eran Dilger 15 years ago 7

Analyst sees CDMA iPhone coming to China Telecom, India's Reliance

One Wall Street analyst said Tuesday that global CDMA carriers, including China Telecom and Indian carrier Reliance, are expected to begin carrying the new CDMA iPhone 4 "over time."

Josh Ong 15 years ago 21

Morgan Stanley: Apple stock no longer a 'Best Idea,' but still recommended

Though it still recommends the stock to investors, Morgan Stanley this week removed Apple from its "Best Ideas" list, citing the company's outperformance of the market over the last six months.

Neil Hughes 15 years ago 31

China offers Apple vast new growth potential

Morgan Stanley analyst Katy Huberty described China as an "unappreciated" potential growth driver for Apple, setting a $375 "base case" target for the company's stock and a "bull case" scenario where Apple shares could reach $500 by next fall.

Daniel Eran Dilger 15 years ago 20

Best Buy CEO backpedals on iPad cannibalization comment

Brian Dunn, CEO of Best Buy, issued a statement Friday clarifying his earlier comment that the iPad had cannibalized sales of some notebook and netbook models by as much as 50 percent.

Josh Ong 15 years ago 94

Morgan Stanley: Apple's iPad consuming 25% of PC notebook sales

A new model demonstrating the notebook sales trends over the past year shows a significant market-wide decline since the introduction of Apple's iPad.

Neil Hughes 15 years ago 78

Apple expected to have 100M iPhone subscribers by end of 2011

With a total user install base of 30 million at the end of 2009, Apple's number of active iPhone subscribers is expected by one prominent analyst to more than triple to 100 million by the end of 2011.

Neil Hughes 15 years ago 35

Wall Street expects iPhone 4 to impress, boost sales for Apple

Following the introduction of iPhone 4, Wall Street analysts said Apple will see even greater sales of its handset in the next year driven by consumer demand for the impressive new hardware.

Neil Hughes 16 years ago 42

Continued iPhone growth could push Apple stock to $400

Morgan Stanley analyst Katy Huberty said Monday she believes iPhone market share growth, including in the enterprise market, along with strong initial demand for the iPad will push Apple stock to $310, but her "bull case" scenario shows it going even higher, to $400.

Neil Hughes 16 years ago 54

44% of iPad buyers view Apple's tablet as notebook replacement

A survey of iPad buyers found that 44 percent would purchase the touchscreen device instead of a notebook, and 41 percent would not buy an iPod touch as a result of their tablet.

Sam Oliver 16 years ago 147

Expectations for Apple hit new heights after record iPhone sales

Apple's 8.75 million iPhones sold in the March quarter combined with a better-than-expected launch of the iPad has led analysts to increase their already bullish views on the company's stock.

Neil Hughes 16 years ago 57

Oppenheimer raises Apple target ahead of second quarter earnings

Research investment firm Oppenheimer on Friday raised its price target and estimates for Apple through the end of the fiscal year to reflect improving momentum across all the company's product lines and expectations of strong March quarter results.

Slash Lane 16 years ago 18
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