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Katy Huberty puts Apple store closures, App Store turmoil in context (video)apple katy huberty context5 years ago
Published June 20, 2020 by Philip Elmer-DeWitt

Katy Huberty puts Apple store closures, App Store turmoil in context (video)

Morgan Stanley's top Apple analyst also tells CNBC's Power Lunch to expect big augmented reality news at WWDC next week.

Read More Katy Huberty puts Apple store closures, App Store turmoil in context (video)

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Morgan Stanley raises Apple target $14 to $340needham apple target 2605 years ago
Published June 3, 2020 by Philip Elmer-DeWitt

Morgan Stanley raises Apple target $14 to $340

App Store revenue has been growing nearly twice as fast as analyst Katy Huberty expected.

Read More Morgan Stanley raises Apple target $14 to $340

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Morgan Stanley: Elon Musk is like Steve Jobs without a Tim Cookapple tesla musk jobs5 years ago
Published May 21, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Elon Musk is like Steve Jobs without a Tim Cook

From "A conversation with Katy Huberty," a note to clients that landed on my desktop Thursday.

Read More Morgan Stanley: Elon Musk is like Steve Jobs without a Tim Cook

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Morgan Stanley: Big money moved back into Apple in March QApple institutions morgan stanley5 years ago
Published May 20, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Big money moved back into Apple in March Q

From a note to clients by analyst Katy Huberty et al. that landed on my desktop Tuesday.

Read More Morgan Stanley: Big money moved back into Apple in March Q

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Pandemic relief: Americans are playing a ton of Apple video gamesapple games morgan stanley5 years ago
Published May 6, 2020 by Philip Elmer-DeWitt

Pandemic relief: Americans are playing a ton of Apple video games

Analyst Katy Huberty expects April to mark the peak.

Read More Pandemic relief: Americans are playing a ton of Apple video games

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Heading into March earnings, Apple is Morgan Stanley's top pick5 years ago
Published April 24, 2020 by Philip Elmer-DeWitt

Heading into March earnings, Apple is Morgan Stanley's top pick

June guidance will be better than expected next week, says analyst Katy Huberty.

Read More Heading into March earnings, Apple is Morgan Stanley's top pick

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Morgan Stanley trims Apple target $30 to $298, still buying the dipapple Goldman trims 2805 years ago
Published April 3, 2020 by Philip Elmer-DeWitt

Morgan Stanley trims Apple target $30 to $298, still buying the dip

"We believe Apple is best positioned to recover to its prior long-term revenue and earnings trajectory." — Analyst Katy Huberty

Read More Morgan Stanley trims Apple target $30 to $298, still buying the dip

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Morgan Stanley: Millions of housebound gamers is good news for Apple5 years ago
Published February 6, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Millions of housebound gamers is good news for Apple

Another analyst called it the "quatantine uptick."

Read More Morgan Stanley: Millions of housebound gamers is good news for Apple

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Morgan Stanley: Apple shares can move higherApple morgan stanley offsides5 years ago
Published January 24, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple shares can move higher

From a note to clients by analyst Katy Huberty that landed on my desktop Friday.

Read More Morgan Stanley: Apple shares can move higher

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Morgan Stanley's bull case for Apple tops $500huberty bull case apple 5155 years ago
Published January 20, 2020 by Philip Elmer-DeWitt

Morgan Stanley's bull case for Apple tops $500

Take with a grain of salt, but...

Read More Morgan Stanley's bull case for Apple tops $500

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