"While some investors may question the near-term severity of the ruling from the Epic Games case, this concern appears to be moot." — Analyst Wamsi Mohan
Read More BofA maintains $235 Apple target after App Store revenues grew 12% in June
"While some investors may question the near-term severity of the ruling from the Epic Games case, this concern appears to be moot." — Analyst Wamsi Mohan
Read More BofA maintains $235 Apple target after App Store revenues grew 12% in June
"Perplexity AI could address some of key issues including quick access to a voice assistant (better than Siri) and could be a hedge to the risk of having Google as a default search engine." — Analyst Wamsi Mohan
Read More BofA Securities is still a Buy on Apple. Sticks with $235 price target.
"We see multiple avenues for revenue and margin growth." — Analyst Wamsi Mohan
Read More BofA sticks with Buy rating and $235 Apple price target
"We slightly increase our revenue estimates for the March and June quarters, while we lower our revenue estimates further out to adjust for higher costs of navigating a more complex supply chain and for delays in launching an AI enabled Siri." — Analyst Wamsi Mohan
"In our view, the pullback presents a particularly enhanced buying opportunity for investors to own a high-quality name." — Analyst Wamsi Mohan
Read More BofA: When Apple's P/E drops below 25 it's a good time to buy
"We note that AAPL stock has typically outperformed the next 9-12 months after its forward P/E multiple hits 25." — Analyst Wamsi Mohan.
Read More BofA cuts Apple target $15 to $250, reiterates Buy rating
"The $500 billion figure likely includes... original content (movies and shows for Apple TV+ service)."
Read More Wamsi Mohan 'dissects the math' on Apple's $500 billion
"The growth in Productivity app revenue to Apple in the quarter has been driven by ChatGPT." — Analtyst Wamsi Mohan
Read More BofA: Apple's App Store rev. grew 17% YOY in 36 days
"In the last tariff cycle, Apple was able to get an exception for the iPhone." — Analyst Wamsi Mohan
Read More BofA sees China trade war as 'manageable' for Apple
Globally, on average, ship time for the iPhone 16 Pro is currently at 14 days (vs. 24 days for iPhone 15 Pro) while iPhone 16 Pro Max stands at 19 days (vs. 32 days last year). — Analyst Wamsi Mohan
Read More BofA: iPhone Pro ship dates trending lower than last year
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