J.P. Morgan: Pay no attention to the Apple Vision Pro lead-time 'noise'

"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

13 Comments

J.P. Morgan: Three takeaways from IDC's smartphone tracker

2 years ago

Published January 16, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Three takeaways from IDC's smartphone tracker

"Above seasonal increase raises hopes for 2024 recovery... Apple takes #1 spot in 2023."

5 Comments

J.P. Morgan: Sees a P/E floor for Apple at 25

2 years ago

Published January 8, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Sees a P/E floor for Apple at 25

"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

8 Comments

J.P. Morgan: Here's a quick Apple Watch workaround

2 years ago

Published December 19, 2023 by Philip Elmer-DeWitt

J.P. Morgan: Here's a quick Apple Watch workaround

"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

5 Comments

J.P. Morgan expects Apple's September results to be better than feared

2 years ago

Published October 30, 2023 by Philip Elmer-DeWitt

J.P. Morgan expects Apple's September results to be better than feared

"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

12 Comments

J.P. Morgan survey: U.S. craving for new iPhones stronger — even among Android owners

2 years ago

Published October 30, 2023 by Philip Elmer-DeWitt

J.P. Morgan survey: U.S. craving for new iPhones stronger — even among Android owners

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

6 Comments

J.P.Morgan: iPhone 15 Pro demand may be fading

2 years ago

Published October 9, 2023 by Philip Elmer-DeWitt

J.P.Morgan: iPhone 15 Pro demand may be fading

"In Week 4 of our Product Availability Tracker, delivery lead times have moderated for the second week in a row." — Analyst Samik Chatterjee

20 Comments

J.P. Morgan trims Apple target $5 to $230

3 years ago

Published September 8, 2023 by Philip Elmer-DeWitt

J.P. Morgan trims Apple target $5 to $230

"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…