Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Bernstein re-initiates Apple coverage with a $290 target, stock popsapple bernstein Newman pop2 months ago
Published September 16, 2025 by Philip Elmer-DeWitt

Bernstein re-initiates Apple coverage with a $290 target, stock pops

Bernstein analyst Mark Newman believes there is a "massive opportunity" for patient investors in Apple.

Read More Bernstein re-initiates Apple coverage with a $290 target, stock pops

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

8 Comments

Toni Sacconaghi is retiringapple toni sacconaghi retiring10 months ago
Published January 16, 2025 by Philip Elmer-DeWitt

Toni Sacconaghi is retiring

Bernstein's long-time Apple analyst — one of the brightest of the bunch — is hanging up his hat.

Read More Toni Sacconaghi is retiring

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Bernstein hikes Apple target $20 to $260apple bernstein hike 26010 months ago
Published January 3, 2025 by Philip Elmer-DeWitt

Bernstein hikes Apple target $20 to $260

"We view Apple as a quality compounder." — Analyst Toni Sacconaghi

Read More Bernstein hikes Apple target $20 to $260

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

10 Comments

Apple reaches $290 in Bernstein's bull caseapple sacconaghi bull case 29012 months ago
Published November 20, 2024 by Philip Elmer-DeWitt

Apple reaches $290 in Bernstein's bull case

"Apple is less expensive than it appears."  — Analyst Toni Sacconaghi

Read More Apple reaches $290 in Bernstein's bull case

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

14 Comments

iPhone set to pop in Chinaapple iphone16 china pop1 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

iPhone set to pop in China

"Investors should expect Apple to be upbeat about iPhone 16 and Apple Intelligence, but it may or may not necessarily reflect the ultimate success of the cycle." — Bernstein analyst Toni Sacconaghi

Read More iPhone set to pop in China

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghiapple sacconaghi iphone 161 year ago
Published September 20, 2024 by Philip Elmer-DeWitt

Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghi

From "Expect Apple to benefit from its Apple Intelligence software, says Bernstein's Toni Sacconaghi" which aired Friday on CNBC.

Read More Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghi

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Watch Toni Sacconaghi do a backflip on Apple (video)apple sacconaghi backflip q320241 year ago
Published August 3, 2024 by Philip Elmer-DeWitt

Watch Toni Sacconaghi do a backflip on Apple (video)

Three years ago Bernstein's senior tech analyst advised clients to buy the stock at or below $110. Now, with a Buy rating and a $240 target, he's singing a different tune.

Read More Watch Toni Sacconaghi do a backflip on Apple (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

18 Comments

Bernstein's Toni Sacconaghi catapults Apple price target $45 to $240apple catapult loop 3001 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi catapults Apple price target $45 to $240

From "Apple’s AI Potential and New Buy Rating with a $240 Price Target" posted Friday by Business Insider.

Read More Bernstein's Toni Sacconaghi catapults Apple price target $45 to $240

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

18 Comments

Toni Sacconaghi sees Siri as a front-end for either OpenAI or Geminiapple openai gemini sacconaghi1 year ago
Published May 13, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

From "Apple doesn't have to get into the AI sphere by itself" which aired Monday on CNBC.

Read More Toni Sacconaghi sees Siri as a front-end for either OpenAI or Gemini

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

8 Comments

Jim Cramer calls Toni Sacconaghi's Apple upgrade 'a bit suspect' (video)apple cramer sacconaghi2 years ago
Published April 30, 2024 by Philip Elmer-DeWitt

Jim Cramer calls Toni Sacconaghi's Apple upgrade 'a bit suspect' (video)

He's a great analyst, says Cramer, but his direction work is "suboptimal."

Read More Jim Cramer calls Toni Sacconaghi's Apple upgrade 'a bit suspect' (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

4 Comments

Posts pagination

1 2 … 10 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

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

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt