"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
"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
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?'
One man's "very reasonable" valuation is another man's opportunity.
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
"Apple investors focus will be squarely on Q4 guidance."
Read More Sacconaghi raises Apple price target ahead of Q3 earnings
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
When Bernstein's Toni Sacconaghi talks, Apple investors listen.
To reach $49 billion by 2020 Apple needs a new source of Services revenue.
Ahead of earnings, Bernstein analyst Toni Sacconaghi defends his $140 price target.
"On net, we see risk reward on Apple's stock as attractive."
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