From a note to J.P.Morgan clients by analyst Samik Chatterjee that landed on my desktop Friday.
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"Apple is the only company outside of Amazon with consensus expectations for an earnings decline in FY23." -- Analyst Samik Chatterjee
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J.P. Morgan raises Apple target $15 to $190
2 years ago
2 years ago"We expect modest beats to the March-Q (F2Q) guidance through better iPhone revenues as the channel builds inventory following supply constraints, but at the same time expect the company to issue guidance for another quarter of revenue declines y/y in the June-Q. — Analyst Samik Chatterjee
"Gaining share in the Payments market is 'a marathon, not a sprint.'" — Analyst Samik Chatterjee
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"Nearly all SKUs of the Pro and Pro Max models are now available for same-day pickup." -- Analyst Samik Chatterjee
"Pro Lead Times Now In Line with Lead Times Before Outbreak" -- Analyst Samik Chatterjee
Read More J.P.Morgan: iPhone 14 Pro lead times shorten, base models lengthen
From a note to clients by analyst Samik Chatterjee that landed on my desktop Monday.
"Apple is cycling past the worst and making progress in relation to supply challenges" -- Analyst Samik Chatterjee
Read More J.P.Morgan: Global iPhone 14 Pro lead times shrank by 6 days last week
"Lead times for iPhone Pro models [are] moderating in most regions outside of China." -- Analyst Samik Chatterjee
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"The opportunity to address the shortfall in the March-Q might give long-term investors several attractive buying opportunities into the shares through to the year-end."
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