Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Gifts
  • Account
Apple’s Chinese iPhone sales for March: What the analysts are sayingapple china iphone March analysts1 year ago
Published April 12, 2021 by Philip Elmer-DeWitt

Apple’s Chinese iPhone sales for March: What the analysts are saying

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

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

7 Comments

Goldman’s Rod Hall is still telling clients to sell Appleapple goldman services1 year ago
Published April 1, 2021 by Philip Elmer-DeWitt

Goldman’s Rod Hall is still telling clients to sell Apple

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

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

13 Comments

Apple gains as PC sales blow past Goldman Sachs’ estimatesapple pcs goldman sachs1 year ago
Published March 23, 2021 by Philip Elmer-DeWitt

Apple gains as PC sales blow past Goldman Sachs’ estimates

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

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

9 Comments

Goldman Sachs’ Rod Hall does Apple Car math, sticks with $83 targetapple car goldman sachs1 year ago
Published March 5, 2021 by Philip Elmer-DeWitt

Goldman Sachs’ Rod Hall does Apple Car math, sticks with $83 target

“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

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

7 Comments

How does Goldman Sachs’ Apple analyst still have a job?apple goldman rod hall1 year ago
Published February 17, 2021 by Philip Elmer-DeWitt

How does Goldman Sachs’ Apple analyst still have a job?

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?

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

21 Comments

Goldman Sachs: Still no sign of an iPhone 5G super cycleApple rod hall super cycle1 year ago
Published February 11, 2021 by Philip Elmer-DeWitt

Goldman Sachs: Still no sign of an iPhone 5G super cycle

Who ‘ya gonna believe, Rod Hall or your lying eyes?

Read More Goldman Sachs: Still no sign of an iPhone 5G super cycle

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

12 Comments

Jim Cramer on Rod Hall’s Apple call (video)apple cramer goldman hall1 year ago
Published January 15, 2021 by Philip Elmer-DeWitt

Jim Cramer on Rod Hall’s Apple call (video)

“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.”…

Read More Jim Cramer on Rod Hall’s Apple call (video)

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

10 Comments

Goldman Sachs ‘corrects’ yesterday’s Apple price target changeapple goldman sachs target shit show1 year ago
Published January 15, 2021 by Philip Elmer-DeWitt

Goldman Sachs ‘corrects’ yesterday’s Apple price target change

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

Read More Goldman Sachs ‘corrects’ yesterday’s Apple price target change

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

15 Comments

Goldman Sachs raises Apple target $10 to Street-low $85 — updatedapple barclays target 116 poker1 year ago
Published January 15, 2021 by Philip Elmer-DeWitt

Goldman Sachs raises Apple target $10 to Street-low $85 — updated

“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

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

17 Comments

Apple Car: Goldman Sachs’ Rod Hall does the mathgoldman sachs apple car1 year ago
Published December 23, 2020 by Philip Elmer-DeWitt

Apple Car: Goldman Sachs’ Rod Hall does the math

An Apple-branded car, he says, makes more sense as platform than profit center.

Read More Apple Car: Goldman Sachs’ Rod Hall does the math

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email this to a friend (Opens in new window)

6 Comments

Posts navigation

Previous 1 2 3 … 7 Next
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.]

Member Login

 
 
Forgot Password

RECENT COMMENTS

  • Steven Philips on Evercore takes a deep dive into Apple’s anti-trust risks 'Or a posture in search of a vote?'
  • Steven Philips on Ask Mark Gurman about Apple Glasses '“If you build it, they will come.” (Or if APPLE builds it they will come!)'
  • Robert Paul Leitao on This week’s Apple trading strategies (5/23-5/27/22) 'Bob: Buybacks “amplify” the impact of rising net income on earnings per share. In my view, the value of repurchases…'
  • Fred Stein on Evercore takes a deep dive into Apple’s anti-trust risks 'Upvoted Gary. Customers will vote with us and with the pocketbooks. ATT already proved that. People value privacy and security.…'
  • Bob Goldstein on This week’s Apple trading strategies (5/23-5/27/22) 'Robert, I know buybacks creating downside protection have been mentioned so many times in comments in this board and in…'
  • Gary Morton on Evercore takes a deep dive into Apple’s anti-trust risks 'Who wants the mess that is the Mac app ecosystem on their iPhone or iPad? Certainly not me: unidentified developer…'
  • Robert Paul Leitao on This week’s Apple trading strategies (5/23-5/27/22) 'Bob: As I read more and more commentary and analysis, dividends are increasingly coming into the forefront of conversations. Investors…'
  • Bob Goldstein on This week’s Apple trading strategies (5/23-5/27/22) 'I’m not buying at any price but I would be fine with the share price dropping and staying in the…'
  • Rodney Avilla on Sabotage: Apple’s self-defeating Self-Service Repair program 'If he hadn’t had a story to write, he confesses, he wouldn’t have. That’s like the politician that says “…'
  • Michael Goldfeder on This week’s Apple trading strategies (5/23-5/27/22) 'I firmly believe that when Warren was buying shares at $150 before it jumped up to the $165 level, that…'
Read More...

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol’s AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol’s AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Gifts
  • Account

© 2022 Philip Elmer-DeWitt
loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.