Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Katy Huberty on the Apple Car: First they want to get the hardware rightapple huberty target 1804 years ago
Published August 31, 2021 by Philip Elmer-DeWitt

Katy Huberty on the Apple Car: First they want to get the hardware right

When it comes to Apple, Morgan Stanley's transportation analyst defers to the firm's information hardware analyst. 

Read More Katy Huberty on the Apple Car: First they want to get the hardware right

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

11 Comments

Katy Huberty: Institutional ownership of Apple is up, but still down year over yearapple institutional huberty 8/214 years ago
Published August 19, 2021 by Philip Elmer-DeWitt

Katy Huberty: Institutional ownership of Apple is up, but still down year over year

"Call volume on Apple is as low as we can remember over the last 5 years." 

Read More Katy Huberty: Institutional ownership of Apple is up, but still down year over year

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

2 Comments

Katy Huberty: The Chromebook backlog plays to Apple's strengthapple chromebook backlog4 years ago
Published August 13, 2021 by Philip Elmer-DeWitt

Katy Huberty: The Chromebook backlog plays to Apple's strength

For serious work, you eventually want a computer with plenty of on-board storage and an industrial-strength operating system.

Read More Katy Huberty: The Chromebook backlog plays to Apple's strength

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

6 Comments

Why Katy raised her Apple target $4 to $166apple huberty target 1804 years ago
Published July 15, 2021 by Philip Elmer-DeWitt

Why Katy raised her Apple target $4 to $166

"We are buyers heading into the iPhone 13 launch in September."

Read More Why Katy raised her Apple target $4 to $166

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

6 Comments

Katy Huberty: Apple app store growth accelerating even faster than I thoughtapple Huberty growth accelerating4 years ago
Published June 25, 2021 by Philip Elmer-DeWitt

Katy Huberty: Apple app store growth accelerating even faster than I thought

From Huberty's third Apple-related note to Morgan Stanley clients in two days.

Read More Katy Huberty: Apple app store growth accelerating even faster than I thought

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

10 Comments

Katy Huberty went after Apple bears with both barrels todayapple katy huberty both barrels4 years ago
Published June 24, 2021 by Philip Elmer-DeWitt

Katy Huberty went after Apple bears with both barrels today

From the second of two Apple notes to Morgan Stanley clients that landed on my desktop Thursday.

Read More Katy Huberty went after Apple bears with both barrels today

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

13 Comments

Apple at $130 is just where Goldman Sachs wants it to be in 12 monthsapple goldman sachs 1304 years ago
Published June 16, 2021 by Philip Elmer-DeWitt

Apple at $130 is just where Goldman Sachs wants it to be in 12 months

On the other hand, the average 12-month price target is just about where Morgan Stanley wants it to be.

Read More Apple at $130 is just where Goldman Sachs wants it to be in 12 months

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

4 Comments

Katy Huberty: What WWDC 21 means for Apple investorsapple huberty target 1804 years ago
Published June 4, 2021 by Philip Elmer-DeWitt

Katy Huberty: What WWDC 21 means for Apple investors

"While WWDC hasn't historically been a major stock catalyst, it's become a more significant catalyst in recent years."

Read More Katy Huberty: What WWDC 21 means for Apple investors

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

4 Comments

Katy Huberty took a sneak peek at Apple's May App Store salesapple huberty may app4 years ago
Published May 28, 2021 by Philip Elmer-DeWitt

Katy Huberty took a sneak peek at Apple's May App Store sales

April's showers, she reports, brought May flowers.

Read More Katy Huberty took a sneak peek at Apple's May App Store sales

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

7 Comments

Morgan Stanley: Institutions fled Apple last quarterapple huberty investors fled4 years ago
Published May 24, 2021 by Philip Elmer-DeWitt

Morgan Stanley: Institutions fled Apple last quarter

Bad move, says analyst Katy Huberty, who sees Apple sustaining double-digit annual growth for at least the next five years.

Read More Morgan Stanley: Institutions fled Apple last quarter

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

13 Comments

Posts navigation

Previous 1 … 10 11 12 … 23 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt