"Valuation has overshot realistic long-term fundamental outcomes."
Read More Morgan Stanley: $152.70* was an attractive entry point for Apple
Spoiler alert: Katy Huberty blames AppleCare.
Read More Morgan Stanley: Why Apple services growth is slowing
From a note to clients by analyst Katy Huberty that landed on my desktop Friday.
Read More Morgan Stanley sees iPhone sales falling 17% in '19
Analyst Katy Huberty flew to Asia and got an earful. From a note to clients that landed on my desktop Friday morning: China smartphone market responsible for…
Katy Huberty says Mr. Market is way too hung up on unit sales.
Riding the S curve to an inflection point.
From a note to clients by analyst Katy Huberty that landed on my desktop Monday.
Read More Morgan Stanley: China's App Store headwinds will pass
Streaming video and music could become a $22 billion business by 2025, says Katy Huberty, roughly the size of Netflix plus Spotify. From a note to…
Read More Morgan Stanley raises its Apple price target to $245
While Americans were playing Fortnight, the Chinese found other ways to entertain themselves.
Read More Why Chinese gamers hit the brakes on App Store sales
"Going forward, we believe Apple is a structurally different company today." —Katy Huberty
Read More Why Morgan Stanley raised its Apple price target to $214
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