"We are forecasting F1Q and F2Q gross margins of 45.6% and 45.7% respectively vs. consensus of 45.5% and 45.3% respectively." — Analyst Samik Chatterjee
Read More J.P. Morgan: Apple's margins could move the stock this week
"More than the lead times, the targets to monitor will be the initial volume expectation of 500K units relayed to the supply chain." — Analyst Samik Chatterjee
Read More J.P. Morgan: Pay no attention to the Apple Vision Pro lead-time 'noise'
"Above seasonal increase raises hopes for 2024 recovery... Apple takes #1 spot in 2023."
Read More J.P. Morgan: Three takeaways from IDC's smartphone tracker
"While we expect a positive set up into earnings given recently peaking concerns, we see $165-$170 as a more attractive entry point for long-term investors." — Analyst Samik Chatterjee
"We would expect Apple to otherwise drive software updates to deactivate the specific features to open up the opportunity for a reversal of a ban in the meantime while pursuing all potential paths of overturning the ban." — Analyst Samik Chatterjee
Read More J.P. Morgan: Here's a quick Apple Watch workaround
"In relation to the set up into earnings, we envision nuances stemming from September (F4Q23) results tracking in line with lowered buy-side expectations, even if modestly lower than sell-side consensus." — Analyst Samik Chatterjee
Read More J.P. Morgan expects Apple's September results to be better than feared
Interestingly, the consumers polled in the US expressed greater interest in purchasing a new iPhone in 2023 relative to 2022, while consumers polled in China expressed less interest when compared to a year ago. — Analyst Samik Chatterjee
Read More J.P. Morgan survey: U.S. craving for new iPhones stronger — even among Android owners
"In Week 4 of our Product Availability Tracker, delivery lead times have moderated for the second week in a row." — Analyst Samik Chatterjee
J.P. Morgan trims Apple target $5 to $230
2 years ago
2 years ago"We do not expect the restriction imposed on ownership of iPhones by government employees to have a material impact on the volume outlook" — Analyst Samik…
JP Morgan raises Apple target $45 to $235
2 years ago
2 years agoFrom Wesley Hillard's "JP Morgan gives Apple a price target of $235 for December 2024" posted Tuesday.
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