Steve Cortes: It’s time to short Apple
Contrarian trader Steve Cortes on Thursday said that he’s ready to jump back into Apple...
View ArticleWhich way will Apple stock move after Tuesday’s earnings report?
We see a reasonable probability that Apple will miss consensus revenue...
View ArticleBernstein trims Apple target price to $750 from $800
Bernstein Research analyst Toni Sacconaghi today…
View ArticleApple’s iPad business alone would be 11th largest U.S. tech company
if the tablet were spun off into a standalone business, it would be the 11th largest U.S. tech company
View ArticleBernstein’s Sacconaghi: Most important for Apple is a capital allocation plan
Apple’s projected U.S.-based cash flow this year of $12.4 billion...
View ArticleApple may have already covered $42 billion of its overseas cash tax issue
Apple can access about half of its offshore cash and return it to shareholders...
View ArticleWhy Apple’s share price rallied to reclaim a key threshold
Shares of Apple enjoyed solid gains today, rising more than $15...
View ArticleSacconaghi: Apple won’t boost its dividend until after April 23
Sacconaghi has been debriefing those investors and now thinks he has a pretty good idea...
View ArticleDividends: Apple increasingly open to taking on debt to increase cash...
So, where’s the dough?
View ArticleAll eyes on Apple next Tuesday; gross margins may be key metric
Apple's (AAPL) shares have been getting slammed as Wall Street frets...
View ArticleWhat’s the deal with Apple’s new Arizona sapphire plant?
“What’s Apple up to with that sapphire factory it’s building in Mesa, AZ?” Philip Elmer-DeWitt wonders for Fortune. “That’s one of the questions Bernstein’s Toni Sacconaghi (who covers Apple) and...
View ArticleApple seen boosting buyback plan by $30 billion
“Apple Inc. could boost its stock buyback plan when it reports results next week, as the tech giant’s shareholders ‘are looking for Apple to provide a framework and commitment for capital return,’...
View ArticleBernstein: Apple stock unexciting near term; buy on pullbacks ahead of iPhone 6
“Bernstein Research’s Toni Sacconaghi opines that there is ‘more downside risk than upside’ to both Q2′s and Q3′s reports, especially the latter,” Tiernan Ray reports for Barron’s. “Sacconaghi, who...
View ArticleIs iPhone demand faltering? We’ll find out today
“All eyes will be on iPhone sales as Apple reports earnings later on Wednesday,” Ina Fried reports for Re/code. “The flagship mobile device accounts for more than half of Apple’s revenue, but analysts...
View ArticleWhy Apple’s stock price could keep on climbing
“Apple may have more growth ahead of it than Wall Street fears, and that prospect could give the shares another nice lift,” Andrew Bary writes for Barron’s. “Sanford C. Bernstein analyst Toni...
View ArticleBernstein hikes Apple price target to $700 on bigger iPhone, iWatch device
“Bernstein Research raised its price target for Apple Inc., citing potential gains from the soon-to-be-introduced iPhone 6, which is expected to feature a bigger screen, and the speculated...
View ArticleBernstein: Apple iPhone 6 weekend sales may miss high expectations, but no...
“Bernstein Research’s Toni Sacconaghi today reiterates an Outperform rating on Apple stock, and a $108 price target, warning that Apple may miss high expectations for first-weekend sales of the iPhone...
View ArticleNYT claims Apple has tough job trying to sell Apple Watch to ‘an uninterested...
For Apple, the hard part — making a smartwatch — is nearly over...
View ArticleAnalyst: DoubleLine’s Gundlach is right about Apple Inc.
A day after Gundlach said the tech giant...
View ArticleAnalyst worries about Apple’s ability to top stellar success of iPhone 6/Plus
As Apple Inc. prepares to introduce its latest iPhones next week, the company’s biggest challenge is one of its making...
View ArticleAnalyst: I think Apple’s best days are behind it
I think its best days are behind it...
View ArticleTop-rated analyst: Apple’s iPhone business is healthy
The top rated tech analyst said first-time smart phone users will drive iPhone sales...
View ArticleBernstein: Apple buybacks matter more than CEO Cook’s media appearances
Bernstein’s Toni Sacconaghi this morning weighs in on Apple CEO Tim Cook’s appearance a week ago on Jim Cramer...
View ArticleTim Cook’s talk is cheap: Apple is much different now than it was under Steve...
Actions speak louder than words...
View ArticleBernstein: Apple could be first to $1 trillion market value, propelled by...
With consumers paying a monthly fee for their devices and services...
View ArticleIs Apple stock worth fighting the Fed?
The market is still anxiously awaiting word on a potential interest rate hike by the U.S. Federal Reserve...
View ArticleBernstein: Apple’s ‘smartglasses’ opportunity ‘could be enormous’
Smartglasses could potentially generate tens of billions of dollars in annual hardware sales for Apple...
View ArticleApple’s AR smartglasses – understanding the issues
By now, most Apple investors are well aware of the company’s interest in Augmented Reality...
View Article3 small announcements that hint at Apple’s big future
Apple’s annual Worldwide Developers Conference is generally the company’s blueprint...
View ArticleApple’s latest iPhone X production woes blamed on Romeo and Juliet
Apple Inc. has hit another production snag on its new iPhone X...
View ArticleBernstein analyst: Apple should stop selling iPhones
Most Apple Inc. analysts agree that 2018 will be all about the iPhone X for Apple...
View ArticleApple’s buybacks accounted for 6% of AAPL volume last quarter
If Apple does indeed reach a market value of $1 trillion, the accomplishment may be all the more unique...
View ArticleAnalyst: Apple’s App Store ads could be a $2 billion business by 2020
“Apple’s Search Ad business could generate over $500 million in revenue this year and quadruple that to $2 billion by 2020, Bernstein analyst Toni Sacconaghi claims,” Lauren Feiner reports for CNBC....
View ArticleA look at past declines in Apple’s stock indicates this rout has further to go
“In the past three downturns, says analyst Toni Sacconaghi, Apple’s share price bottomed only after sell-side EPS estimates had bottomed,” Philip Elmer-DeWitt reports for Apple 3.0. “From a note to...
View ArticleApple analysts are bullish about rumored ‘Apple Prime’ media bundle
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View ArticleAnalyst: Apple needs new services to succeed because existing ones will slow...
“Bernstein analyst Toni Sacconaghi wrote Thursday that Apple Inc. needs to succeed with its new services offerings given that he predicts the company’s existing services business could start showing...
View ArticleApple will wring out $18 billion by upselling built-in storage to iPhone,...
Paul Kunert for The Register: Apple is on course to make $18bn in sales in its current financial year by upselling customers to higher NAND configurations on iPhones, iPads and Macs. According to...
View ArticleApple AirPods sales totaled $6 billion this year, could generate $15 billion...
AirPods Pro bring Active Noise Cancellation with superior sound to the AirPods family. Apple sold $6 billion worth of AirPods this year and should sell more than double that next year, according to...
View ArticleWhy are so many skipping their free Apple TV+ trials?
Apple TV+ is available on the Apple TV app with a seven-day free trial for new subscribers on iPhone, iPad, Apple TV 4K, Apple TV HD, Apple TV (3rd generation), iPod touch and Mac. For a limited time,...
View ArticleAnalyst who couldn’t find ‘missing’ iPhones claims Apple TV+ is ‘failing to...
Bernstein Research analyst Toni Sacconaghi — you know, the “analyst” who couldn’t find Apple’s “missing” iPhones on his first try — is back for more, claiming that Apple TV+ is “failing to resonate.”...
View ArticleApple earnings: ‘The worst is yet to come’– analyst
Everybody expects Apple earnings for fiscal Q220 to be less than stellar. Applel reports after market close next Thursday, but the quarter after that — Apple’s Q3 which ends in June — could be even...
View ArticleAnalyst: Apple should buy DuckDuckGo search engine
In a new note to clients, Bernstein analyst Toni Sacconaghi suggests that Apple should buy DuckDuckGo, the search engine which he values at around $1 billion, in order to gain lucrative ad money and...
View ArticleBloomberg: New Apple services off to a slow start in first year
Bloomberg News’ Mark Gurman writes today that Apple’s new services – Apple TV+, Apple Arcade, Apple News+, and Apple Card — are “off to a slow start in first year.” Apple Card Mark Gurman for Bloomberg...
View ArticleApple may be preparing a search engine to take on Google
Changes in Spotlight Search on iOS and iPadOS 14 beta, a significant update to its Applebot support page, and an increase in crawling from AppleBot signify that Apple may be launching a search engine...
View ArticleApple’s App Tracking Transparency could provide multibillion-dollar lift to...
Apple could see a multibillion-dollar lift to its advertising business from its adoption of App Tracking Transparency which offers users control of tracking on Macs, iPhones, iPads, and Apple TVs,...
View ArticleApple’s ability to boost profits with buybacks can continue for many years to...
“Apple’s ongoing buyback program provides a relatively clear path to high single digit EPS growth or better for the next five years, assuming its hardware revenues do not decline and its service...
View ArticleApple could add $10 billion in annual revenue by selling more ads – analyst
Bernstein analyst Toni Sacconaghi estimates that Apple could add at least $10 billion in annual revenue by selling more ads. Eric J. Savitz for Barron’s: Bernstein analyst Toni Sacconaghi estimates...
View ArticleAnalyst estimates Apple TV+ has up to 40 million paying subscribers
Bernstein analyst Toni Sacconaghi has estimated that Apple TV+ currently has between 20 million and 40 million paying subscribers, generating between $1 billion and $2 billion of revenue per year. Eric...
View ArticleBernstein expects Apple to beat the Street consensus in June quarter
Despite ongoing macro and supply-chain headwinds, there’s a good chance Apple could report better-than-expected results for its fiscal third quarter ended in June, Bernstein analyst Toni Sacconaghi...
View ArticleInvestors should pay attention to Apple’s expanding gross margins – analyst
Apple is about more than just revenue, says Bernstein analyst Toni Sacconaghi who points out to investor’s that the company’s margins are growing. Angela Palumbo for Barron’s: Bernstein analyst Toni...
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