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Bernstein analyst sees billions in Apple's ad businessbillions ad business7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Bernstein analyst sees billions in Apple's ad business

"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi

Read More Bernstein analyst sees billions in Apple's ad business

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Toni Sacconaghi: 'Have we seen this movie before?'sacconaghi7 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi: 'Have we seen this movie before?'

From a note to clients—Sacconaghi's second in four days—that landed in my inbox Monday.

Read More Toni Sacconaghi: 'Have we seen this movie before?'

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Why Toni Sacconaghi downgraded Apple (video)sacconaghi downgraded apple7 years ago
Published February 2, 2018 by Philip Elmer-DeWitt

Why Toni Sacconaghi downgraded Apple (video)

One man's "very reasonable" valuation is another man's opportunity.

Read More Why Toni Sacconaghi downgraded Apple (video)

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Apple: Six takeaways from a Toni Sacconaghi surveysacconaghi survey8 years ago
Published October 24, 2017 by Philip Elmer-DeWitt

Apple: Six takeaways from a Toni Sacconaghi survey

Excerpted from a note to clients by Bernstein's top Apple analyst that landed in my inbox Monday:

Read More Apple: Six takeaways from a Toni Sacconaghi survey

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Sacconaghi raises Apple price target ahead of Q3 earningsapple target bernstein 1958 years ago
Published July 26, 2017 by Philip Elmer-DeWitt

Sacconaghi raises Apple price target ahead of Q3 earnings

"Apple investors focus will be squarely on Q4 guidance."

Read More Sacconaghi raises Apple price target ahead of Q3 earnings

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Bernstein: Don't be spooked by Apple's gross margin guidancespook8 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

Bernstein: Don't be spooked by Apple's gross margin guidance

From a note to clients by Bernstein analyst Toni Sacconaghi that crossed my desk today.

Read More Bernstein: Don't be spooked by Apple's gross margin guidance

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Sacconaghi hikes Apple price target to $160Hike8 years ago
Published March 21, 2017 by Philip Elmer-DeWitt

Sacconaghi hikes Apple price target to $160

When Bernstein's Toni Sacconaghi talks, Apple investors listen.

Read More Sacconaghi hikes Apple price target to $160

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Apple's goal to double Services 'very aggressive'8 years ago
Published February 11, 2017 by Philip Elmer-DeWitt

Apple's goal to double Services 'very aggressive'

To reach $49 billion by 2020 Apple needs a new source of Services revenue.

Read More Apple's goal to double Services 'very aggressive'

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Apple: Sacconaghi urges calm on CNBC (video)8 years ago
Published January 31, 2017 by Philip Elmer-DeWitt

Apple: Sacconaghi urges calm on CNBC (video)

Ahead of earnings, Bernstein analyst Toni Sacconaghi defends his $140 price target.

Read More Apple: Sacconaghi urges calm on CNBC (video)

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Bernstein expects no big surprises from Apple8 years ago
Published January 30, 2017 by Philip Elmer-DeWitt

Bernstein expects no big surprises from Apple

"On net, we see risk reward on Apple's stock as attractive."

Read More Bernstein expects no big surprises from Apple

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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

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