apple best worst analysts q22022
10 months ago
Published July 28, 2021 by

Best and worst Apple analysts: Q3 2021 edition

Once again, the indie analysts clobbered the pros, taking nine of the top 10 spots.

A tip of the hat to…

  • Independent Bart Yee, who scored three bests and took top honors in Rev and EPS for the second straight quarter as well as top honors in Plus the rest.

A wag of the finger at…

  • Wedbush’s Daniel Ives, who came in dead last, and not for the first time. Perhaps he was too busy posting notes and making TV appearances to update his April spreadsheet.

Below: The full list of analysts, sorted by the top-and-bottom lines, with the professional analysts in blue and the independents in green.

apple best worst analysts q32021

Click to enlarge.

Finally, a color-coded spreadsheet that shows — in each category — best, second-best, and third-best estimates (in bright green and light blue) and worst, second-worst and third-worst (in bright red and pink). Corrections appreciated.

apple best worst analysts q32021

Click to enlarge.

8 Comments

  1. Romeo A Esparrago Jr said:
    Big Congratz to our very own Bart!,
    Wow,

    10
    July 28, 2021
  2. Robert LoCascio said:
    Congratulations Bart! Well Done. Also, a big shout out to Neil whose earnings estimates were recently highlighted by PED. The Indies rule!

    5
    July 28, 2021
  3. Alan Birnbaum said:
    Where is our friend- Rod Hall ? /s

    0
    July 28, 2021
  4. Jerry Doyle said:
    “…. Wedbush’s Daniel Ives, who came in dead last, and not for the first time. Perhaps he was too busy posting notes and making TV appearances to update his April spreadsheet.”

    Dan’s the Man! Dan is too busy evangelizing Apple’s greatness to get down in the weeds with the numbers. Leave my man be. 🙂 Go forth Dan and spread the Apple gospel all across the globe. Don’t use a donkey. Use a private jet to get to as many places as possible.

    1
    July 28, 2021
  5. Bart Yee said:
    Thanks everyone! Another shoutout should go to Michael Goldfeder for his best Services estimate and two seconds in EPS and iPads, taking 3rd and 2nd overall, and Jeff F. For similar consistent and accurate estimates, both very consistent. And to Neil Cybart for his courageous high Revenue target, same to Dan Scropos and Gregg Thurman for leading the way and setting similar thresholds, really hope both of you fill in your segment estimates for next time. Plus John Butt’s $1.26 EPS which proved prescient.

    This quarter was let it all hang out, much like last quarter. Apple really pushed their business into overdrive and it shows so it was fun to model optimistically and see what came in. But even my model EPS fell short, such was Apple’s fierceness.

    1
    July 28, 2021
    • Michael Goldfeder said:
      @ Bart Yee:

      Thanks Bart. You need to be on CNBC so they can have a “real” analyst talking about Apple. Or replace Rod Hall at GS so they have some credibility with these partnerships they’re undertaking with Apple. Excellent work on the numbers you crunched and produced.

      Once Apple has all of its stores open worldwide and the supply chain tension gets resolved, the numbers moving ahead ought to be even more robust.

      1
      July 28, 2021

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