Independent Apple analysts this quarter took six out of 10 top spots.
When Apple beats expectations, the congenitally bullish independent analysts tend to shine, throwing shade on the more cautious pros. So it was last night, as witnessed by all that green at the top of my best-and-worst spreadsheet for fiscal Q1 2017. Without further ado…
A tip of the hat to
- Robert Paul Leitao, longtime host of the Braeburn Group of independent Apple analysts, who scored his first No. 1 finish on the strength of a pretty good revenue estimate and a great EPA.
- Wells Fargo’s Maynard Um and StockChats Daya Baran who tied for best revenue estimate.
- Citi’s Jim Suru, who came in first in the rankings when unit sales are included.
A wag of the finger to
- Credit Suisse’s Kulbinder Garcha, who turned un the worst EPA estimate and the second-worst revenue.
- Kurt Burgess of the Braeburn Group, whose revenue estimate overshot the mark by nearly $4 billion.
- Morgan Stanely’s Katy Huberty, whose overly-cautious iPhone and iPad estimates put her in last place in the all-categories ranking.
Below: The full list of analysts, sorted by the top and bottom line, with the pros in blue and the amateurs in green.
Click to enlarge. Not seeing the spreadsheet? Try the website.
Finally, a color-coded spreadsheet that shows, in each category, best and second-best estimates (in bright and dark green) and worst and second-worst (in bright red and pink).