"We view recent iPhone supply chain data points as noise rather than an indicator of demand."
Analyst Katy Huberty is "incrementally more positive" after the latest round of supply chain checks.
Read More Morgan Stanley: Apple's March quarter looking good
But analyst Katy Huberty argues that, relative to Apple's S&P 500 weighting, institutions are still underweight the stock.
Read More Morgan Stanley: Institutional ownership of Apple nears all-time highs
"Q4 IDC results point to robust 5G demand, Apple share gains from Huawei, record notebook shipments" -- Analyst Katy Huberty
Read More Morgan Stanley: Apple gains market share worldwide
Interview: Katy Huberty on the Apple Car
5 years ago
5 years agoExcerpts from a conference call with Morgan Stanley clients that landed on my desktop Monday.
Adam Jonas covers cars, Katy Huberty covers tech and Young Suk Shin covers Seoul.
Read More Morgan Stanley has three analysts covering 'Apple Car'
Investors won't know what hit them.
Analyst Katy Huberty sees upside to consensus estimates not just in 2021, but through her entire five year forecast period.
Read More Morgan Stanley: Investors miss the 'fundamental inflection' in Apple's results
From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday morning.
Read More Morgan Stanley: iPhone, notebook sales hit records
"2020 is on track to be the strongest year of PC unit shipments since 2014" — Analyst Katy Huberty
Read More Morgan Stanley: Bullish PC data imply another year of growth
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