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

Apple has the 'key ingredients' needed to disrupt the car market, analysts say

Following recent "Apple Car" rumors, investment bank Morgan Stanley said it believes Apple has the "key ingredients" that are critical for a successful entry into the car market.

Mike Peterson 5 years ago 33

Morgan Stanley raises AAPL to $144 on iPhone 12 strength in China

Morgan Stanley is "increasingly bullish" about the iPhone 12 cycle and has hiked the target Apple stock price, because of better-than-expected sales performance in China, stable build numbers, and other positive data.

Mike Peterson 5 years ago 3

Here's where Apple, Tesla and Amazon stood when they hit a $600B market cap

Automaker Tesla has managed to hit a $600 billion market capitalization with a much smaller business than Apple and Amazon when they crossed the same threshold, Morgan Stanley says.

Mike Peterson 5 years ago 17

iPhone 12, coronavirus among factors driving Apple Services boom & share price

Morgan Stanley's Katy Huberty believes that Apple's Services, critical to the company's share price, will continue to see sustained double-digit growth driven by the iPhone 12 and new engagement initiatives.

Mike Peterson 5 years ago 0

App Store fee program will have 'immaterial' effect on Apple, says Morgan Stanley

Morgan Stanley analyst Katy Huberty sees the impact of the new App Store program with reduced commissions as "immaterial" from a financial standpoint to Apple, and believes that it doesn't signal a broader policy shift.

Mike Peterson 5 years ago 0

Supply chain seeing stronger than expected iPhone 12 holiday quarter demand

Earnings and other data from Apple's supply chain suggests that demand for the iPhone 12 and iPhone 12 Pro is much stronger than expected, according to Morgan Stanley.

Mike Peterson 5 years ago 0

App Store continues growth as potential larger business risks for Apple loom

Investment bank Morgan Stanley highlighted potential risks to Apple's Services business even as App Store revenue continued to grow throughout October.

Mike Peterson 5 years ago 0

iPhone consensus 'too high' for Q4 but iPhone 12 will drive growth through 2021, analyst says

Morgan Stanley is warning investors of a potential iPhone revenue miss for the September quarter but continues to believe that the iPhone 12 will drive growth in the future.

Mike Peterson 5 years ago 2

Morgan Stanley raises AAPL target to $136 as iPhone 12 'revs the growth engine'

In the wake of Apple's Oct. 13 event, Morgan Stanley has raised its AAPL price target to $136 on the potential that the iPhone 12 and iPhone 12 Pro lineup has to drive product revenue growth into 2021.

Mike Peterson 5 years ago 0

Apple's 'iPhone 12' debut will be 'most significant iPhone event in years,' says Morgan Stanley

Ahead of Apple's "iPhone 12" event on Oct. 13, Morgan Stanley is raising its iPhone estimates on new average selling price (ASP) analysis and iPhone build data.

Mike Peterson 5 years ago 8

Buy the dip in AAPL ahead of 'iPhone 12' launch, says Morgan Stanley

Morgan Stanley sees Apple's recent stock weakness as a "constructive set-up" heading into the "iPhone 12" launch season, since key data points remain strong.

Mike Peterson 5 years ago 9

Morgan Stanley sees Apple beating expectations at July 30 earnings call

Ahead of Apple's July 30 earnings report, Investment bank Morgan Stanley believes the company's June quarter earnings will widely beat Wall Street expectations.

Mike Peterson 5 years ago 0

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