Jim Cramer shrugs off Katy Huberty’s Apple price target cut (video)

11 Comments

  1. bas flik said:
    Apple is more than only service
    its also high margin hardware and silicon.
    apple is an exception for their high margin hardware.
    they do not own inflexible manufacturing plants which will generate big losses if sales goes south.
    the efficiency and economics of the apple supply chain is not valuated by the street.
    apple will grow in iphone revenue
    more numbers combined with higher prices
    double wammer.
    future of silicon and computation is looking bright
    and Apple is one of the main engines.
    All semiconductor multiples are sky high.
    ASML is 64x. used to be 6-12.
    5G will change everything with apple as a big winner.

    6
    April 6, 2021
  2. Ralph McDarmont said:
    Yada yada. I am very confident with AAPL. I have been a long fanboy for 20 years. A very nice ride. I expect upcoming earnings to be spectacular. (Famous last words lol.)

    3
    April 6, 2021
  3. Robert Paul Leitao said:
    Investors profit from market inefficiencies. Anyone who thinks Katy Huberty is off the rails on her Apple price target adjustment due to concerns about broad market or sector multiple compression, it would be a buy opportunity for them. Apple is repurchasing its own shares at about a $20 billion per quarter clip. The lower the share price, the more shares repurchased. While the massive share repurchase/capital return program is in place, who’s in a rush to see the share price move significantly higher?

    5
    April 6, 2021
    • Miguel Ancira said:
      you summed up my thinking perfectly

      0
      April 7, 2021

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