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Merrill Lynch raises Apple target, but sees slight risk in Q4 earningsmerrill lynch apple fomo6 years ago
Published October 29, 2019 by Philip Elmer-DeWitt

Merrill Lynch raises Apple target, but sees slight risk in Q4 earnings

Longer term, growth fund managers are "materially underweight."

Read More Merrill Lynch raises Apple target, but sees slight risk in Q4 earnings

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Merrill Lynch: Demand for the new iPhones strong in U.S. and Chinaapple merrill iphone 11 demand6 years ago
Published September 20, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Demand for the new iPhones strong in U.S. and China

From a note to clients that landed on my desktop Friday.

Read More Merrill Lynch: Demand for the new iPhones strong in U.S. and China

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Merrill Lynch: Still bullish on Apple, despite slowing Services growthapple jpmorgan bullish without ai6 years ago
Published July 2, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Still bullish on Apple, despite slowing Services growth

From a note to clients that landed on my desktop Monday.

Read More Merrill Lynch: Still bullish on Apple, despite slowing Services growth

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Merrill Lynch: Apple's pullback is a buying opportunitymerrill lynch apple greenfield6 years ago
Published May 15, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Apple's pullback is a buying opportunity

Wamsi Mohan led a team of analysts who took a deep look at the cost if moving Apple's manufacturing out of China.

Read More Merrill Lynch: Apple's pullback is a buying opportunity

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Merrill Lynch: Apple App Store downloads down, revenue upmerrill lynch app store q2 20196 years ago
Published April 30, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Apple App Store downloads down, revenue up

The game changer last quarter was the lifting of China's ban on new video game titles.

Read More Merrill Lynch: Apple App Store downloads down, revenue up

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Why Merrill Lynch raised its Apple price target to $220apple target bernstein 1956 years ago
Published April 10, 2019 by Philip Elmer-DeWitt

Why Merrill Lynch raised its Apple price target to $220

iPhone 6, 6S and 7 are the most popular models, and these are exactly the models that Apple is targeting.

Read More Why Merrill Lynch raised its Apple price target to $220

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Apple pops after Merrill Lynch issues Buy (updated)apple pops merrill lynch6 years ago
Published March 11, 2019 by Philip Elmer-DeWitt

Apple pops after Merrill Lynch issues Buy (updated)

CNBC had the goods first.

Read More Apple pops after Merrill Lynch issues Buy (updated)

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Merrill Lynch: Used iPhones drive Apple's growthused iphones installed base7 years ago
Published November 22, 2018 by Philip Elmer-DeWitt

Merrill Lynch: Used iPhones drive Apple's growth

From "How is the iPhone installed base growing double digits with no unit growth?," a note sent to clients Tuesday by analyst Wamsi Mohan: We view…

Read More Merrill Lynch: Used iPhones drive Apple's growth

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Merrill Lynch asks: How sticky is Apple?sticky apple merrill lynch7 years ago
Published October 9, 2018 by Philip Elmer-DeWitt

Merrill Lynch asks: How sticky is Apple?

Pretty darn sticky and getting more so.

Read More Merrill Lynch asks: How sticky is Apple?

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Merrill Lynch: A made-in-USA iPhone would cost 20% moremade in us7 years ago
Published September 10, 2018 by Philip Elmer-DeWitt

Merrill Lynch: A made-in-USA iPhone would cost 20% more

It's a zero-sum game. Either prices go up or profit margins shrink. 

Read More Merrill Lynch: A made-in-USA iPhone would cost 20% more

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