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Why Bernstein's Toni Sacconaghi is bearish on Apple in a recessionapple sacconaghi bull case 2903 years ago
Published June 18, 2022 by Philip Elmer-DeWitt

Why Bernstein's Toni Sacconaghi is bearish on Apple in a recession

"The companies in our universe vary widely in business composition, and we maintain that those with the most recurring revenue and profit are least at risk."

Read More Why Bernstein's Toni Sacconaghi is bearish on Apple in a recession

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Toni Sacconaghi: Apple's supply chain is strong, but... (video)apple sacconaghi 3 percent fall3 years ago
Published May 19, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi: Apple's supply chain is strong, but... (video)

From "'Investors are getting worried about consumer demand,' says Bernstein's Sacconaghi" which aired Wednesday on CNBC.

Read More Toni Sacconaghi: Apple's supply chain is strong, but... (video)

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Toni Sacconaghi expects a 'solid' Apple fiscal Q2apple sacconaghi bull case 2903 years ago
Published April 26, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi expects a 'solid' Apple fiscal Q2

But sees muted earnings growth over the next several years.

Read More Toni Sacconaghi expects a 'solid' Apple fiscal Q2

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Toni Sacconaghi has nothing bad to say about Apple (video)apple sacconaghi subscriptions game changer3 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi has nothing bad to say about Apple (video)

From "Apple's new hardware subscription model may be a game changer, says Bernstein's Sacconaghi" which aired Thursday on CNBC.

Read More Toni Sacconaghi has nothing bad to say about Apple (video)

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Toni Sacconaghi: Apple's supply chain will be fineapple sacconaghi bull case 2903 years ago
Published March 21, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi: Apple's supply chain will be fine

From CNBC's "Apple will likely work through China supply chain disruptions, says Bernstein's Toni Sacconaghi," which aired Monday.

Read More Toni Sacconaghi: Apple's supply chain will be fine

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Why Bernstein's Toni Sacconaghi finally raised his Apple target (video)apple sacconaghi 170 video4 years ago
Published January 15, 2022 by Philip Elmer-DeWitt

Why Bernstein's Toni Sacconaghi finally raised his Apple target (video)

From CNBC's "Rising interest rates are really causing people to scrutinize valuation: Bernstein's Sacconaghi" which aired Friday.

Read More Why Bernstein's Toni Sacconaghi finally raised his Apple target (video)

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Toni Sacconaghi gets over himself, raises Apple target $38 to $170apple bofa 256 poker4 years ago
Published January 11, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi gets over himself, raises Apple target $38 to $170

Eager to see what he says now about being wrong for so long.

Read More Toni Sacconaghi gets over himself, raises Apple target $38 to $170

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Toni Sacconaghi: Kudos to Tim Cook (video)apple sacconaghi kool aid4 years ago
Published December 13, 2021 by Philip Elmer-DeWitt

Toni Sacconaghi: Kudos to Tim Cook (video)

From "I'm not sure Apple's tremendous run persists in early 2022, says Bernstein's Sacconaghi" which aired Monday.

Read More Toni Sacconaghi: Kudos to Tim Cook (video)

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Talking heads talking about Apple (videos)apple talking heads cnbc4 years ago
Published December 10, 2021 by Philip Elmer-DeWitt

Talking heads talking about Apple (videos)

With its share price approaching $3 trillion, Apple was the only thing anybody wanted to talk about yesterday on CNBC.

Read More Talking heads talking about Apple (videos)

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Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)apple cramer huberty hall sacconaghi4 years ago
Published December 10, 2021 by Philip Elmer-DeWitt

Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

Plus a fun clip of Josh Brown (age 44) telling his generation why they should not be rooting for all-time highs.

Read More Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

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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.]

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Philip Elmer‑DeWitt

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