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Apple analysts are confusedapple analysts confused barrons3 years ago
Published October 1, 2022 by Philip Elmer-DeWitt

Apple analysts are confused

From Angela Palumbo's "Apple Stock Had an Awful September. But the Quarter Wasn’t Half-Bad." posted Friday by Barron's.

Read More Apple analysts are confused

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56 Comments

Evercore: iPhone lead times are, ahem, expandingapple iphone lead expanding3 years ago
Published September 30, 2022 by Philip Elmer-DeWitt

Evercore: iPhone lead times are, ahem, expanding

Stay long on Apple, says analyst Amit Daryanani.

Read More Evercore: iPhone lead times are, ahem, expanding

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Dawn raid at Apple's Korean headquartersapple korea dawn raid3 years ago
Published September 30, 2022 by Philip Elmer-DeWitt

Dawn raid at Apple's Korean headquarters

Apple may have made a mistake in its favor by including Korea's VAT in their 30% developers cut.

Read More Dawn raid at Apple's Korean headquarters

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'Big-breasted women' remark ends 22-year career at Appleapple tony blevins breasts3 years ago
Published September 30, 2022 by Philip Elmer-DeWitt

'Big-breasted women' remark ends 22-year career at Apple

From Mark Gurman's "Top Apple Executive Is Leaving After Making Crude Remarks in TikTok Video" posted Thursday on the Bloomberg.

Read More 'Big-breasted women' remark ends 22-year career at Apple

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Charter: To upgrade Apple at this point is 'comical' (video)apple upgrade comical charter3 years ago
Published September 30, 2022 by Philip Elmer-DeWitt

Charter: To upgrade Apple at this point is 'comical' (video)

"If you're talking about too little demand two weeks after launch, then you're probably looking at one of the worst iPhone selling seasons in the history of iPhone" — Charter Equity's Ed Snyder

Read More Charter: To upgrade Apple at this point is 'comical' (video)

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Premarket: Apple is greenapple premarket green 11-3-253 years ago
Published September 30, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From MorningStar's "Dow futures rise 200 points as another rough quarter concludes" posted early Friday.

Read More Premarket: Apple is green

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BofA: Six downside risks that led it to downgrade Applebofa apple wamsi 2353 years ago
Published September 29, 2022 by Philip Elmer-DeWitt

BofA: Six downside risks that led it to downgrade Apple

"Shares have outperformed significantly YTD and have been perceived as a relative safe haven, however..." — Analyst Wamsi Mohan

Read More BofA: Six downside risks that led it to downgrade Apple

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Counterpoint: Apple is still sucking up most of the smartphone profitsapple smartphone profits counterpoint3 years ago
Published September 29, 2022 by Philip Elmer-DeWitt

Counterpoint: Apple is still sucking up most of the smartphone profits

"Handset revenues as well as profits are largely driven by Apple."

Read More Counterpoint: Apple is still sucking up most of the smartphone profits

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Rosenblatt hikes Apple target $29 to $189apple hike jpmorgan 2803 years ago
Published September 29, 2022 by Philip Elmer-DeWitt

Rosenblatt hikes Apple target $29 to $189

From Carmen Reinicke's "Small research firm disagrees with Bank of America call, upgrades Apple and predicts 25% rally" ($) posted Thursday on CNBC Pro.

Read More Rosenblatt hikes Apple target $29 to $189

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BofA slashes Apple target $25 to $160q3 years ago
Published September 29, 2022 by Philip Elmer-DeWitt

BofA slashes Apple target $25 to $160

From Carmen Reinicke's "Bank of America downgrades Apple, says weak consumer will cause stock’s outperformance to end" ($) posted Thursday on CNBC Pro.

Read More BofA slashes Apple target $25 to $160

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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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