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Katy Huberty's takeaways from Apple's 'Peek performance' eventapple huberty target 1803 years ago
Published March 11, 2022 by Philip Elmer-DeWitt

Katy Huberty's takeaways from Apple's 'Peek performance' event

From a note to Morgan Stanley clients that landed on my desktop Friday.

Read More Katy Huberty's takeaways from Apple's 'Peek performance' event

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Katy Huberty: Dec. quarter upside already priced into Apple's sharesapple huberty target 1803 years ago
Published January 20, 2022 by Philip Elmer-DeWitt

Katy Huberty: Dec. quarter upside already priced into Apple's shares

From a note to Morgan Stanley clients that landed on my desktop Thursday.

Read More Katy Huberty: Dec. quarter upside already priced into Apple's shares

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Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)apple cramer huberty hall sacconaghi4 years ago
Published December 10, 2021 by Philip Elmer-DeWitt

Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

Plus a fun clip of Josh Brown (age 44) telling his generation why they should not be rooting for all-time highs.

Read More Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

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From Katy Huberty's "cautious outlook" videoapple huberty video4 years ago
Published December 10, 2021 by Philip Elmer-DeWitt

From Katy Huberty's "cautious outlook" video

From the note (and video) sent to clients Thursday that named Apple Morgan Stanley's top stock pick.

Read More From Katy Huberty's "cautious outlook" video

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Apple is Morgan Stanley's Top Pick for 2022apple morgan stanley revisions4 years ago
Published December 9, 2021 by Philip Elmer-DeWitt

Apple is Morgan Stanley's Top Pick for 2022

"We prefer stocks with more recurring revenue & secular growth, with AAPL our favorite large cap (and overall Top Pick)" -- Analyst Katy Huberty

Read More Apple is Morgan Stanley's Top Pick for 2022

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Morgan Stanley's Apple Bull case: $358. Base case: $200. Bear: $107apple huberty bull 3584 years ago
Published December 7, 2021 by Philip Elmer-DeWitt

Morgan Stanley's Apple Bull case: $358. Base case: $200. Bear: $107

From a note by analyst Katy Huberty that landed on my desktop Tuesday.

Read More Morgan Stanley's Apple Bull case: $358. Base case: $200. Bear: $107

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Katy Huberty raises her Apple price target $36 to $200 -- Updated with chartsapple huberty target 1804 years ago
Published December 7, 2021 by Philip Elmer-DeWitt

Katy Huberty raises her Apple price target $36 to $200 -- Updated with charts

From a note to Morgan Stanley clients that landed on my desktop Tuesday.

Read More Katy Huberty raises her Apple price target $36 to $200 -- Updated with charts

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Katy Huberty takes the new Apple Car story very seriouslyapple huberty target 1804 years ago
Published November 19, 2021 by Philip Elmer-DeWitt

Katy Huberty takes the new Apple Car story very seriously

But she frames her analysis as a question: 'From 0 to 60 by 2025?'

Read More Katy Huberty takes the new Apple Car story very seriously

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Morgan Stanley: 'Apple's entry into the eyeware market will be a gamechanger'apple vision two views4 years ago
Published November 15, 2021 by Philip Elmer-DeWitt

Morgan Stanley: 'Apple's entry into the eyeware market will be a gamechanger'

From a deep (80-page) dive into AR and VR that landed on my desktop Monday.

Read More Morgan Stanley: 'Apple's entry into the eyeware market will be a gamechanger'

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Apple, ad manapple huberty mad men4 years ago
Published November 2, 2021 by Philip Elmer-DeWitt

Apple, ad man

"Advertising emerged as the largest Services driver in FY21." — Analyst Katy Huberty

Read More Apple, ad man

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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
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  • Apple Investor News
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  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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