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Apple at $147: Look who's underwater nowapple underwater rod hall1 month ago
Published July 10, 2022 by Philip Elmer-DeWitt

Apple at $147: Look who's underwater now

Only one analyst. You'll never guess who.

Read More Apple at $147: Look who's underwater now

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Goldman's Rod Hall slashes Apple target $27 to $130apple goldman sachs slash target1 month ago
Published July 6, 2022 by Philip Elmer-DeWitt

Goldman's Rod Hall slashes Apple target $27 to $130

From Martin Baccardax' "Apple Stock Higher Amid Tech Boost;  Goldman Price Target Cut Clouds MacBook News" posted Wednesday.

Read More Goldman's Rod Hall slashes Apple target $27 to $130

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Apple notes from the underground - updateApple underground Hall Ferragu6 months ago
Published January 28, 2022 by Philip Elmer-DeWitt

Apple notes from the underground - update

Desperately seeking the latest notes to analysts from Goldman Sachs' Rod Hall and New Street's Pierre Ferragu.

Read More Apple notes from the underground - update

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Goldman Sachs sticking with $142 target on Appleapple goldman sachs 1427 months ago
Published January 26, 2022 by Philip Elmer-DeWitt

Goldman Sachs sticking with $142 target on Apple

From TheFly, which snagged Rod Hall's note.

Read More Goldman Sachs sticking with $142 target on Apple

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Goldman Sachs' Rod Hall damns Apple with faint praise (video)apple rod hall faint praise8 months ago
Published December 16, 2021 by Philip Elmer-DeWitt

Goldman Sachs' Rod Hall damns Apple with faint praise (video)

"We're not sellers, and we have been sellers in the past. We legitimately have a Neutral rating on it."

Read More Goldman Sachs' Rod Hall damns Apple with faint praise (video)

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Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)apple cramer huberty hall sacconaghi8 months ago
Published December 10, 2021 by Philip Elmer-DeWitt

Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

Plus a fun clip of Josh Brown (age 44) telling his generation why they should not be rooting for all-time highs.

Read More Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

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Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)apple goldman video rod hall8 months ago
Published December 3, 2021 by Philip Elmer-DeWitt

Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)

From CNBC's "Lead times suggest iPhone demand a little weaker than expected, says Goldman's Rod Hall," which aired Thursday.

Read More Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)

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Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.apple iphone 13 rod hall8 months ago
Published December 2, 2021 by Philip Elmer-DeWitt

Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.

"We suspect this signals solid demand driven by more aggressive promotional activity around Black Friday compared to 2020."

Read More Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.

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Rod Hall: Apple's weak August China numbers support iPhone bear caseapple underwater rod hall11 months ago
Published September 24, 2021 by Philip Elmer-DeWitt

Rod Hall: Apple's weak August China numbers support iPhone bear case

From a note to Goldman Sachs clients that landed on my desktop Friday.

Read More Rod Hall: Apple's weak August China numbers support iPhone bear case

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Goldman Sachs' Rod Hall looks at Apple through his ARPU lens12 months ago
Published August 25, 2021 by Philip Elmer-DeWitt

Goldman Sachs' Rod Hall looks at Apple through his ARPU lens

"Shorter term we believe predicting what Apple users will spend is very difficult."

Read More Goldman Sachs' Rod Hall looks at Apple through his ARPU lens

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19 Comments

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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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