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Morgan Stanley: Apple broker bearishness hasn't been this bad for 3+ yearsapple broker bearishness2 years ago
Published January 8, 2024 by Philip Elmer-DeWitt

Morgan Stanley: Apple broker bearishness hasn't been this bad for 3+ years

"Sell side sentiment towards Apple — approximated through the mix of buy vs. hold vs. sell ratings — is at its lowest point since September 2020." — Analyst Erik Woodring

Read More Morgan Stanley: Apple broker bearishness hasn't been this bad for 3+ years

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Morgan Stanley is getting more bullish on Appleapple jpmorgan bullish without ai2 years ago
Published January 8, 2024 by Philip Elmer-DeWitt

Morgan Stanley is getting more bullish on Apple

"2024 will be the year when Apple's 'Edge AI' opportunity likely comes to fruition, highlighted by an LLM-powered Siri 2.0." — Analyst Erik Woodring

Read More Morgan Stanley is getting more bullish on Apple

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Fairlead's Katie Stockton: 'We now have an oversold reading for Apple' (video)apple Fairlead stockton oversold2 years ago
Published January 8, 2024 by Philip Elmer-DeWitt

Fairlead's Katie Stockton: 'We now have an oversold reading for Apple' (video)

"With a little stabilization, I'd would actually feel confident adding on weakness." 

Read More Fairlead's Katie Stockton: 'We now have an oversold reading for Apple' (video)

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'The era of spacial computing has arrived' — Apple CEO Tim Cookapple vision pro february 22 years ago
Published January 8, 2024 by Philip Elmer-DeWitt

'The era of spacial computing has arrived' — Apple CEO Tim Cook

Apple's AR/VR headset, unveiled seven months ago, goes on sale the day after Apple's Q1 2024 earnings report.

Read More 'The era of spacial computing has arrived' — Apple CEO Tim Cook

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J.P. Morgan: Sees a P/E floor for Apple at 25apple jpmorgan pe floor2 years ago
Published January 8, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Sees a P/E floor for Apple at 25

"While we expect a positive set up into earnings given recently peaking concerns, we see $165-$170 as a more attractive entry point for long-term investors." — Analyst Samik Chatterjee

Read More J.P. Morgan: Sees a P/E floor for Apple at 25

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Jefferies reports 30% one-week drop in China iPhone salesapple jefferies drop china2 years ago
Published January 8, 2024 by Philip Elmer-DeWitt

Jefferies reports 30% one-week drop in China iPhone sales

From Yelin Mo and Brenda Goh's "Apple iPhone sales in China fall 30% in first week of 2024 - Jefferies" posted Monday by Reuters.

Read More Jefferies reports 30% one-week drop in China iPhone sales

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Premarket: Apple was red, turned greenapple premarket red 8-29-252 years ago
Published January 8, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From CNBC's "Dow futures fall 200 points after Wall Street snaps 9-week winning streak, Boeing shares slide" posted early Monday.

Read More Premarket: Apple was red, turned green

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Apple investors: Mark your calendars for 2/1/24apple q12024 earnings date2 years ago
Published January 7, 2024 by Philip Elmer-DeWitt

Apple investors: Mark your calendars for 2/1/24

Apple's first fiscal quarter or 2024 ended Dec. 30. Earnings are scheduled for the first Thursday of February, right before Groundhog's day.

Read More Apple investors: Mark your calendars for 2/1/24

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Warehouses 'full to the brim with AirTags' — reportapple airtag full warehouse2 years ago
Published January 7, 2024 by Philip Elmer-DeWitt

Warehouses 'full to the brim with AirTags' — report

From Malcom Owen's "Second-gen AirTag probably won't ship until 2025" posted Sunday by AppleInsider.

Read More Warehouses 'full to the brim with AirTags' — report

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Evercore: Time to buy Apple on the dip?apple evercore buy dip2 years ago
Published January 7, 2024 by Philip Elmer-DeWitt

Evercore: Time to buy Apple on the dip?

"We do think the recent multiple compression is overdone and we expect AAPL to report results that are ahead of expectations." — Analyst Amit Daryanani

Read More Evercore: Time to buy Apple on the dip?

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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