From CNBC's "Apple will likely work through China supply chain disruptions, says Bernstein's Toni Sacconaghi," which aired Monday.
Read More Toni Sacconaghi: Apple's supply chain will be fine
From CNBC's "Rising interest rates are really causing people to scrutinize valuation: Bernstein's Sacconaghi" which aired Friday.
Read More Why Bernstein's Toni Sacconaghi finally raised his Apple target (video)
Eager to see what he says now about being wrong for so long.
Read More Toni Sacconaghi gets over himself, raises Apple target $38 to $170
Toni Sacconaghi: Kudos to Tim Cook (video)
4 years ago
4 years agoFrom "I'm not sure Apple's tremendous run persists in early 2022, says Bernstein's Sacconaghi" which aired Monday.
"In the long-run, we believe that XR devices may be cannibalistic to iPhones " -- Analyst Toni Sacconaghi
Read More Bernstein: Eyewear could account for 20% of Apple's revenue by 2040
From CNBC's "Apple can buy back 3-4% of its shares in the next five years, Bernstein analyst Sacconaghi," which aired Thursday.
Read More Bernstein: Half of Apple's earnings growth is due to buybacks (video)
"Incredulously, strong buybacks could continue for another 15 years, if Apple decided it was comfortable taking on leverage. — Analyst Toni Sacconaghi
Read More Toni Sacconaghi: Buybacks and tax cuts are what's keeping Apple shares afloat
From a note to Bernstein clients that landed on my desktop Friday.
Read More Toni Sacconaghi: Apple's search ad business has been booming, but...
Spoiler alert: He doesn't buy it.
"We have noted in prior research that GOOG is likely paying to ensure Microsoft doesn’t outbid it." -- Analyst Toni Sacconaghi
Read More Bernstein says Google's FY21 payments to Apple might reach nearly $15B
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