iPhone 13 focuses on features consumers care most about, analyst says

Investment Bank Morgan Stanley is reiterating its forecast of strong, continued iPhone growth in 2022, citing the iPhone 13's delivery of features consumers care most about.

Mike Peterson 4 years ago 5

Worst case App Store scenario only translates to 2% revenue hit, analyst says

A recent U.S. District Court ruling in the Epic Games v. Apple trial is likely to have only a limited impact on Apple's App Store revenue, even in a worst-case scenario, Morgan Stanley says.

Mike Peterson 4 years ago 5

App Store changes & investigations won't do much to Apple's finances

Recent App Store changes and investigations into the Apple app marketplace will only have a "minimal financial impact" on the company, investment bank Morgan Stanley said.

Mike Peterson 4 years ago 0

Morgan Stanley hikes Apple stock target to $166, expecting record June quarter earnings

Katy Huberty from Morgan Stanley has hiked the firm's Apple stork target price to $166, based on the June quarter results hitting $74.7 billion in revenue for Apple and continued future iPhone and Services strength.

Mike Wuerthele 4 years ago 1

App Store data backs up better-than-expected June quarter beat, analyst says

Apple App Store growth estimates for June suggest strong Services outperformance and increases Morgan Stanley's confidence of a significant June quarter earnings beat.

Mike Peterson 4 years ago 0

Analyst shoots down concerns of weak Apple June quarter, 2022 growth

Investment bank Morgan Stanley is increasingly confident that Apple will both outperform in the June quarter and show solid growth across its products in 2022.

Mike Peterson 4 years ago 0

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

Healthy iPhone, iPad demand runs counter to Apple stock performance, analyst says

Demand for Apple's iPhone and other products remains healthy suggesting that the the dip in Apple's stock price is temporary, investment bank Morgan Stanley says.

Mike Peterson 5 years ago 1

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

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