"Could we be on the verge of a transition from shipments and ASPs to installed base monetization? We think so."
Read More Katy Huberty: Apple's days of $1-a-day may be numbered
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
Friday's $11.11 pop was Apple's largest one-day dollar gain -- and the 8th largest percentage gain -- in the modern era (post 7:1 split in 2014).
Read More In one day, Apple's market cap grew by $182 billion -- about one Morgan Stanley
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
"Autonomous cars is the mother of all IoT/AI (Internet of Things/Artificial Intelligence) projects." -- Automobile analyst Adam Jonas
Read More Morgan Stanley: Apple and Tesla are drag racing to mobile metaverse
From a note to clients by analyst Benjamin Swinburne that landed on my desktop Monday.
Read More Morgan Stanley: Spotify is huge in key demo. Apple Music is an also ran
From Katy Huberty's "cautious outlook" video
3 years ago
3 years agoFrom the note (and video) sent to clients Thursday that named Apple Morgan Stanley's top stock pick.
Apple is Morgan Stanley's Top Pick for 2022
3 years ago
3 years ago"We prefer stocks with more recurring revenue & secular growth, with AAPL our favorite large cap (and overall Top Pick)" -- Analyst Katy Huberty
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
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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