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Apple stopped buying its own shares for nearly two months last quarterapple bart yee buybacks3 days ago
Published May 6, 2026 by Philip Elmer-DeWitt

Apple stopped buying its own shares for nearly two months last quarter

Exclusive analysis from a friend-of-the-blog.

Read More Apple stopped buying its own shares for nearly two months last quarter

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Best and worst Apple analysts: Fiscal Q2 2026apple q22026 best worst1 week ago
Published April 30, 2026 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q2 2026

This quarter was a mixed bag, with best and worst estimates spread more-or-less evenly among the pros and the independents.

Read More Best and worst Apple analysts: Fiscal Q2 2026

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Evercore: iPhone revenues grew 20%-plus in the March quarterapple evercore q22026 outperform2 weeks ago
Published April 27, 2026 by Philip Elmer-DeWitt

Evercore: iPhone revenues grew 20%-plus in the March quarter

"Looking ahead, we believe Apple has memory costs well under control based on its recent product launches, where it raised prices modestly on higher-end products while keeping prices flat on budget-friendly devices."

Read More Evercore: iPhone revenues grew 20%-plus in the March quarter

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Morgan Stanley: The March quarter results may reset the Apple narrativeapple morgan stanley fq220263 weeks ago
Published April 21, 2026 by Philip Elmer-DeWitt

Morgan Stanley: The March quarter results may reset the Apple narrative

"At 28x next year GAAP EPS – roughly the midpoint of Apple's historical 24-34x valuation range – valuation is neither cheap nor taxing." — Analyst Erik Woodring

Read More Morgan Stanley: The March quarter results may reset the Apple narrative

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