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Why Bernstein raised its Apple target to (still wet) $225apple loop raise 3256 years ago
Published October 30, 2019 by Philip Elmer-DeWitt

Why Bernstein raised its Apple target to (still wet) $225

Sacconaghi is a smart one.

Read More Why Bernstein raised its Apple target to (still wet) $225

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Apple was the canary in the Chinese coal mine6 years ago
Published October 12, 2019 by Philip Elmer-DeWitt

Apple was the canary in the Chinese coal mine

Apple suffered the effects of the China shock before the rest of the market From Paul Vigna's "Apple Breaks Out of the ‘FAANG’ Stock Slump" ($)…

Read More Apple was the canary in the Chinese coal mine

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With Apple at $236, Bernstein sticks with $205 (video)Bernstein 205 apple 2366 years ago
Published October 11, 2019 by Philip Elmer-DeWitt

With Apple at $236, Bernstein sticks with $205 (video)

"Whenever there is optimism about a stock you have to look over your shoulder." — Analyst Toni Sacconaghi

Read More With Apple at $236, Bernstein sticks with $205 (video)

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Bernstein: 26% of Apple's operating profits come from upselling storageBernstein Apple upselling storage7 years ago
Published September 3, 2019 by Philip Elmer-DeWitt

Bernstein: 26% of Apple's operating profits come from upselling storage

Upselling NAND is a large and growing contributor to Apple's bottom line, says analyst Toni Sacconaghi.

Read More Bernstein: 26% of Apple's operating profits come from upselling storage

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Toni Sacconaghi: Outlook for Apple in 2020 more uncertain than usualApple sacconaghi bearish 1907 years ago
Published July 30, 2019 by Philip Elmer-DeWitt

Toni Sacconaghi: Outlook for Apple in 2020 more uncertain than usual

From a note to Bernstein clients that landed on my desktop today:

Read More Toni Sacconaghi: Outlook for Apple in 2020 more uncertain than usual

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Toni Sacconaghi: 'People don't want iPhones this cycle' (video)sacconaghi apple iphone cycle7 years ago
Published May 15, 2019 by Philip Elmer-DeWitt

Toni Sacconaghi: 'People don't want iPhones this cycle' (video)

Sacconaghi can argue it round or flat.

Read More Toni Sacconaghi: 'People don't want iPhones this cycle' (video)

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Bernstein: Apple is not a Gucci crocodile bagbernstein apple shares expensive7 years ago
Published May 9, 2019 by Philip Elmer-DeWitt

Bernstein: Apple is not a Gucci crocodile bag

From a note to clients by analyst Toni Sacconaghi that landed on my desktop Thursday

Read More Bernstein: Apple is not a Gucci crocodile bag

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Bernstein: How many unsold iPhones is Apple sitting on?bernstein iphone inventory apple7 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

Bernstein: How many unsold iPhones is Apple sitting on?

From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday.

Read More Bernstein: How many unsold iPhones is Apple sitting on?

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Bernstein: Apple's App Store Next Shoe to Drop?another shoe Q2 20197 years ago
Published January 18, 2019 by Philip Elmer-DeWitt

Bernstein: Apple's App Store Next Shoe to Drop?

This is where analyst Toni Sacconaghi draws the line. 

Read More Bernstein: Apple's App Store Next Shoe to Drop?

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Bernstein: When will Apple stop falling?sacconaghi apple stop falling7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Bernstein: When will Apple stop falling?

From a note to clients that landed on my desktop Wednesday.

Read More Bernstein: When will Apple stop falling?

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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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