China Academy of Information and Communications Technology (“CAICT”) data for March arrived Monday. Excerpts from the analysis I’ve seen.
Read More Apple’s Chinese iPhone sales for March: What the analysts are saying
With Apple at $122.15 and rising Hall sticks with his Street-low $83 price target, citing pressure on Services revenue.
Read More Goldman’s Rod Hall is still telling clients to sell Apple
From a note to clients by analyst Rod Hall that landed on my desktop Tuesday.
Read More Apple gains as PC sales blow past Goldman Sachs’ estimates
“We see a car as unlikely to represent a material growth and/or earnings driver” — Analyst Rod Hall
Read More Goldman Sachs’ Rod Hall does Apple Car math, sticks with $83 target
Other professional Apple watchers have been more down on the stock than Goldman’s Rod Hall, but few of them are still working on Wall Street.
Read More How does Goldman Sachs’ Apple analyst still have a job?
Who ‘ya gonna believe, Rod Hall or your lying eyes?
Read More Goldman Sachs: Still no sign of an iPhone 5G super cycle
“There’s a guy — the Goldman Sachs guy — he didn’t really like it. He had to raise his price target because business is that good.”…
From a note to clients that landed on my desktop Friday morning.
Read More Goldman Sachs ‘corrects’ yesterday’s Apple price target change
“Our negative thesis on Apple is based on ASPs remaining roughly unchanged in 2021” — Analyst Rod Hall
Read More Goldman Sachs raises Apple target $10 to Street-low $85 — updated
An Apple-branded car, he says, makes more sense as platform than profit center.
Steven Philips on Evercore takes a deep dive into Apple’s anti-trust risks 'Or a posture in search of a vote?'
7 Comments