Apple predicted to sell up to 40M iPhones on China Mobile, China Telecom in 2013
Mon, Jan 30, 2012 - Investment bank Morgan Stanley believes Apple will partner up with both China Telecom and China Mobile "over the next year" to make its iPhone available on all three Chinese carriers, a move that could bring incremental sales of as many as 40 million units next calendar year. ( 12 comments )
Wowed Wall Street watchers raise forecasts after Apple's 'perfect' $46B quarter
Wed, Jan 25, 2012 - Analysts on Wall Street were blown away by Apple's blistering holiday 2011 quarter, and promptly revised their estimates even higher following the news. ( 49 comments )
67% of potential Asian iPhone buyers remain untapped by Apple
Mon, Nov 21, 2011 - The iPhone could see huge sales numbers in Asia as the region's burgeoning smartphone market has been largely untapped, with only about 22 percent of carriers selling Apple's handset, according to a new analysis. ( 14 comments )
Apple Q4 2011 earnings disappointment attributed to iPhone transition 'hiccup'
Wed, Oct 19, 2011 - After Apple's quarterly earnings failed to live up to Wall Street consensus estimates, some analysts have labeled the September quarter a "transitional quarter" for Apple, while remaining reassured that the first quarter of iPhone 4S sales will make up for the so-called "hiccup." ( 94 comments )
Wall Street response to iPhone 4S muted, but optimistic
Wed, Oct 5, 2011 - Following Apple's unveiling of the iPhone 4S on Tuesday, Wall Street's response was relatively subdued, though analysts remain optimistic that Apple sales growth will continue to rise. ( 51 comments )
Morgan Stanley recommends Apple use cash for share buybacks, dividends
Mon, Sep 12, 2011 - Investment bank Morgan Stanley took the position on Monday that Apple is "more likely than ever" to return some of its $76 billion in cash to shareholders and recommended either share buybacks or dividends as the most favorable options. ( 127 comments )
Wall Street expects smooth transition from Steve Jobs to Tim Cook
Wed, Aug 24, 2011 - Responding to the news that Steve Jobs is stepping down as Apple CEO, Wall Street analysts affirmed the company's position, predicting a relatively uneventful transition for the company and calling Tim Cook "the ideal candidate" for the role. ( 16 comments )
Wall Street doesn't expect Google-Motorola deal to affect Apple
Tue, Aug 16, 2011 - While the move may be good for the parties directly involved, Google's purchase of Motorola is not expected to have a major effect on Apple, Wall Street analysts have said. ( 34 comments )
Wall Street: Apple earnings 'nothing short of a blowout' after record quarter [u]
Tue, Jul 19, 2011 - Wall Street analysts were stunned by Apple's record quarterly earnings on Tuesday, noting that there seems to be no end in sight for the company's "upside parade." ( 21 comments )
Apple to begin assembling iPhone 5 'in mid to late August'
Sun, Jun 26, 2011 - Apple will begin production of fifth-generation iPhones in August ahead of a projected late third quarter launch, according to intelligence obtained by one investment banker's recent trip to Taiwan. ( 28 comments )
Apple execs focused on software-driven iPhone product cycle, says analyst
Thu, May 5, 2011 - Fresh off a meeting with senior executives at Apple, Morgan Stanley analyst Katy Huberty said the company sees product cycles as being driven by software rather than hardware and is expected to announce major software updates at the Worldwide Developers Conference in June. ( 33 comments )
Fears of iPad cannibalization drive PC estimates downward
Thu, Apr 28, 2011 - 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. ( 34 comments )
Apple makes record $11B in purchase commitments, earns its highest margins in Asia
Mon, Apr 25, 2011 - 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. ( 15 comments )
Wall Street: Apple is "magical growth story" in tech, defies gravity
Thu, Apr 21, 2011 - 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. ( 40 comments )
Apple reportedly working on 'Smart TV' prototype in bid for living room
Fri, Mar 25, 2011 - According to one analyst's checks with Apple's Asian suppliers, the company is in the process of building a 'Smart TV' prototype as part of an ongoing effort to assert a stronger presence in consumers' living rooms. ( 132 comments )
Wall Street impressed by 'evolutionary' improvement in Apple's iPad 2
Wed, Mar 2, 2011 - 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." ( 48 comments )
Apple's secret $3.9B investment could buy 136M iPhone, 60M iPad displays
Fri, Jan 21, 2011 - 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. ( 52 comments )
Apple's 'stunning' first quarter exceeds Wall Street's lofty expectations
Wed, Jan 19, 2011 - 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. ( 56 comments )
Apple outlook raised to 7 million iPads, 4.3 million Macs for Q1 2011
Tue, Jan 18, 2011 - Apple is expected to beat even some above-consensus revenue numbers when it announces earnings Tuesday night, having sold new peak numbers of iPhones, iPads and Macs in the winter quarter. ( 21 comments )
Apple seen selling 100 million iPhones, 40 million iPads in 2011
Mon, Jan 17, 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. ( 8 comments )
Analyst sees CDMA iPhone coming to China Telecom, India's Reliance
Tue, Jan 11, 2011 - 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." ( 22 comments )
Morgan Stanley: Apple stock no longer a 'Best Idea,' but still recommended
Tue, Dec 14, 2010 - 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. ( 32 comments )
China offers Apple vast new growth potential
Mon, Nov 1, 2010 - 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. ( 21 comments )
Best Buy CEO backpedals on iPad cannibalization comment
Sat, Sep 18, 2010 - 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. ( 95 comments )
Morgan Stanley: Apple's iPad consuming 25% of PC notebook sales
Fri, Sep 17, 2010 - 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. ( 79 comments )
Apple expected to have 100M iPhone subscribers by end of 2011
Thu, Jun 17, 2010 - 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. ( 36 comments )
Wall Street expects iPhone 4 to impress, boost sales for Apple
Tue, Jun 8, 2010 - 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. ( 43 comments )
Continued iPhone growth could push Apple stock to $400
Mon, May 24, 2010 - 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. ( 55 comments )
44% of iPad buyers view Apple's tablet as notebook replacement
Thu, May 6, 2010 - 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. ( 148 comments )
Expectations for Apple hit new heights after record iPhone sales
Wed, Apr 21, 2010 - 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. ( 58 comments )
Oppenheimer raises Apple target ahead of second quarter earnings
Fri, Apr 16, 2010 - 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. ( 19 comments )
Strong interest in Apple iPad expected to produce 7M first-year sales
Wed, Apr 14, 2010 - A new survey of 2,500 consumers found that a large number -- 21 percent -- are interested in purchasing an iPad, which has led one prominent analyst to project 7 million sales of Apple's new device in its first 12 months on the market. ( 43 comments )
Apple to build 8-10M iPads in 2010, begins shipping preorders
Mon, Mar 29, 2010 - As Apple began shipping the first iPads to those who first preordered, a new report on Monday said the company plans to ship between 8 million and 10 million devices in the 2010 calendar year. ( 92 comments )
'Material' market gains expected from Apple's 25 new China stores
Mon, Mar 22, 2010 - With Apple's retail presence delivering growth in Mac and iPhone marketshare elsewhere in the world, the company's plans to build 25 new stores in China is expected to have a significant impact on sales. ( 38 comments )
Apple predicted to introduce lower cost iPhone models in June
Fri, Feb 26, 2010 - Apple's next update to the blockbuster iPhone handset is expected by one prominent analyst to have a lower total cost of ownership, and to also include new gesture-based functionality. ( 83 comments )
Pre-paid Chinese iPhone could see 10M sales a year
Fri, Jan 29, 2010 - Despite a slow start, Apple's smartphone presence in China could grow to 5 million iPhone sales per year -- and could even double that if the company were to offer a lower cost prepaid model. ( 14 comments )
Wall Street again has high hopes for Apple after record quarter
Wed, Jul 22, 2009 - Analysts are again bullish on Apple stock after the company reported a record third quarter in Tuesday's earnings report, and provided higher-than-expected guidance in some aspects of its fourth quarter. ( 11 comments )
Apple's Mac shipments rebounding sharply in recent weeks
Wed, Jul 1, 2009 - An aggressive back-to-school promotion and a more affordably-priced overhaul to Apple's MacBook Pro notebook line are boosting Apple's personal computer shipments to levels not seen since last October, shortly before the economic climate caught up with the Mac maker in earnest. ( 31 comments )
Apple upgraded by Morgan Stanley on expected iPhone boom
Tue, May 26, 2009 - Arguing that the market is underestimating demand for iPhones over the next two calendar years, investment bank Morgan Stanley on Tuesday upgraded shares of Apple to Overweight from Equal-weight, saying success of the touchscreen handset should offset any growth risks in the company's core Mac and iPod businesses. ( 73 comments )
Apple's iPhone may have outsold Android nearly 6-to-1
Tue, Jan 20, 2009 - While Apple may not have had the strongest of holiday sales for Macs and iPods, estimates for sales of iPhone 3G versus T-Mobile's G1 may show Apple's device having outsold one of its closest competitors by a ratio of six to one in the US alone. ( 52 comments )
iPhone seen as still too expensive, losing steam in fall
Wed, Dec 10, 2008 - A new report warns that halving the iPhone's price this summer still wasn't enough to truly grow sales -- and that recent metrics may show an actual shrink in sales during the early fall. ( 116 comments )
Apple shares tumble on downgrades from investment banks
Mon, Sep 29, 2008 - Shares of Apple bled more than 17 percent of their value in Monday morning trading on the Nasdaq stock market after analysts for investment banks Morgan Stanley and RBC Capital both downgraded their outlook on the company, citing a worsening consumer environment. ( 147 comments )
Morgan Stanley compares Apple to Nintendo while raising estimates
Wed, Jun 18, 2008 - Apple's iPhone 3G product cycle and high margin revenue from associated services and software can elevate the company's valuation closer to that of Nintendo, says Morgan Stanley, which sees growing similarities between the two firms' business models. ( 28 comments )
Morgan Stanley: 40% of college students plan to buy Macs
Wed, Mar 26, 2008 - Apple's rapidly rising mindshare amongst current generation college students is setting the company up for an "aging phenomenon" that will spur further market share and revenue growth as those students enter the work force, investment bank Morgan Stanley said Wednesday. ( 96 comments )
R&D, travel expenses suggest Apple plans big 2008 - report
Wed, Feb 27, 2008 - The sheer amount of money spent by Apple on research -- as well as maintaining chief executive Steve Jobs' private jet -- suggests that the company is working feverishly on international iPhone releases and new products, according to a new research note from Morgan Stanley. ( 17 comments )
Morgan Stanley advises investors not to bet against Apple
Fri, Jan 25, 2008 - While researchers for investment bank Morgan Stanley aren't disputing that slowing iPod growth presents a negative scenario for Apple's share price, they're pointing to recent history this week in advising their clients that now would be the wrong time to bet against the company. ( 38 comments )
Morgan Stanley ups Apple target, Mac sales estimates
Fri, Oct 12, 2007 - In a bullish research report released Friday, Morgan Stanley raised its price target on shares of Apple Inc. to $180 from $150, but said that the stock could potentially surge as high as $225 given the company's operating leverage and the upcoming launch of an ultramobile Mac. ( 51 comments )
Apple now valued at over $100 billion
Wed, May 30, 2007 - Apple Inc.'s market capitalization broke the $100 billion barrier for the first time on Wednesday, as shares of the company surged above $116 following a bullish research report from investment bank Morgan Stanley. ( 32 comments )
Morgan Stanley boosts Apple target to $150
Wed, May 30, 2007 - Citing its thesis that Apple's operating leverage remains underappreciated by investors, Morgan Stanley on Wednesday initiated sharp increases to both its earnings forecast and price target for the Cupertino-based consumer electronics maker. ( 24 comments )
Apple thrives under Vista onslaught, steady on iPods
Fri, Mar 30, 2007 - An expert at Morgan Stanley has reasoned that of all the major computer makers in play during the release of Windows Vista, the only one to avoid taking a hit in sales was the one company that chose not to run the software at all: Apple. ( 44 comments )
Apple CFO talks Apple TV, iPhone, Leopard and retail [transcript]
Tue, Mar 6, 2007 - Speaking at the Morgan Stanley Technology Conference in San Francisco on Tuesday, Apple chief financial officer Peter Oppenheimer fielded questions on the company's upcoming launch of Apple TV and iPhone, while also talking at length about Mac OS X 10.5 Leopard and strategies in the retail segment. A full transcript the near 40 minute session follows. ( 44 comments )
iPhone primed to trump rivals in audience appeal
Sat, Mar 3, 2007 - Analysts at Bank of America and Morgan Stanley say Apple is poised to snap up marketshare from competing smartphone producers, even though some segments, as always, would prove tough to crack. ( 63 comments )
iPhone interest said to be larger than market anticipates
Thu, Mar 1, 2007 - A survey conducted last month by investment bank Morgan Stanley found that interest in Apple's upcoming iPhone is much larger than the market currently anticipates, driving the firm to raise its estimates for the Cupertino-based iPod maker through 2007. ( 35 comments )
