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BofA: Six downside risks that led it to downgrade Applebofa apple wamsi 2353 years ago
Published September 29, 2022 by Philip Elmer-DeWitt

BofA: Six downside risks that led it to downgrade Apple

"Shares have outperformed significantly YTD and have been perceived as a relative safe haven, however..." — Analyst Wamsi Mohan

Read More BofA: Six downside risks that led it to downgrade Apple

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BofA slashes Apple target $25 to $160apple daniel ives slash target3 years ago
Published September 29, 2022 by Philip Elmer-DeWitt

BofA slashes Apple target $25 to $160

From Carmen Reinicke's "Bank of America downgrades Apple, says weak consumer will cause stock’s outperformance to end" ($) posted Thursday on CNBC Pro.

Read More BofA slashes Apple target $25 to $160

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Wamsi Mohan: What if Apple bumps the price of the new iPhone Pros by $50?apple mohan 50 bump3 years ago
Published September 1, 2022 by Philip Elmer-DeWitt

Wamsi Mohan: What if Apple bumps the price of the new iPhone Pros by $50?

From a note to BofA clients that landed on my desktop Wednesday.

Read More Wamsi Mohan: What if Apple bumps the price of the new iPhone Pros by $50?

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BofA's Wamsi Mohan: Is advertising Apple's next big thing?apple daryanani ad biz mad men3 years ago
Published July 14, 2022 by Philip Elmer-DeWitt

BofA's Wamsi Mohan: Is advertising Apple's next big thing?

"We estimate that if Apple were to monetize advertising beyond the App Store, it could potentially be a $20bn business by 2026."

Read More BofA's Wamsi Mohan: Is advertising Apple's next big thing?

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BofA: Why Apple is paying less for iPhone trade-insapple trade-in bofA mohan3 years ago
Published July 12, 2022 by Philip Elmer-DeWitt

BofA: Why Apple is paying less for iPhone trade-ins

From a note to clients by analyst Wamsi Mohan that landed on my desktop Tuesday.

Read More BofA: Why Apple is paying less for iPhone trade-ins

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BofA's Wamsi Mohan: Apple's not just a safe haven (video)apple wamsi mohan video3 years ago
Published July 9, 2022 by Philip Elmer-DeWitt

BofA's Wamsi Mohan: Apple's not just a safe haven (video)

"We are getting a lot of data points supporting a pretty decent quarter for Apple."

Read More BofA's Wamsi Mohan: Apple's not just a safe haven (video)

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BofA cuts Apple target $15 to $200, abandoning market highapple bofa cut 2503 years ago
Published May 20, 2022 by Philip Elmer-DeWitt

BofA cuts Apple target $15 to $200, abandoning market high

From a note to clients by analyst Wamsi Mohan that landed on my desktop Thursday.

Read More BofA cuts Apple target $15 to $200, abandoning market high

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How Wamsi Mohan rationalizes BofA's Street-high Apple targetapple bofa street high rationalizes3 years ago
Published April 16, 2022 by Philip Elmer-DeWitt

How Wamsi Mohan rationalizes BofA's Street-high Apple target

From a note sent last week to Bank of America Securities clients.

Read More How Wamsi Mohan rationalizes BofA's Street-high Apple target

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BofA calls BofS on Nikkei's Apple cutback reportapple nikkei bofa bofs3 years ago
Published March 30, 2022 by Philip Elmer-DeWitt

BofA calls BofS on Nikkei's Apple cutback report

"Media articles suggest order cuts; we see demand as strong." -- Analyst Wamsi Mohan

Read More BofA calls BofS on Nikkei's Apple cutback report

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Wamsi Mohan: What's new about Apple's new subscriptions? (video)apple hardware subscriptions wamsi mohan3 years ago
Published March 26, 2022 by Philip Elmer-DeWitt

Wamsi Mohan: What's new about Apple's new subscriptions? (video)

From CNBC's "Apple wants iPhone users to upgrade more frequently and more reliably" posted Friday.

Read More Wamsi Mohan: What's new about Apple's new subscriptions? (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
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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