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Apple Succeeds In 'Getting Us To Talk About The Mac After Years Of Obscurity'
Wednesday, November 11, 2020 - 2:55pm | 529Read More...Apple Inc. (NASDAQ: AAPL) analysts are weighing in with their thoughts from the company’s "One More Thing" event that showed off the new M1 chip that will power the Mac laptops. Breaking Up With Intel: The move away from Intel Corporation (NASDAQ: INTC) with Apple's own...
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The Street's Reaction To Apple's New Products: 'Meh On Phones But Wow, Streaming Is Really Cheap'
Wednesday, September 11, 2019 - 10:39am | 882Read More...While Apple Inc. (NASDAQ: AAPL) watchers zoned in Cupertino’s new iPhone and Apple TV+ unveil, reaction from analysts was a bit muted, though generally positive, with most saying the company did the expected with upgrades of existing products. One excited exception was for the unexpectedly...
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Apple's iPhone Retention Rate At 92% This Year
Wednesday, May 17, 2017 - 1:54pm | 377Read More...Those famously loyal Apple Inc. (NASDAQ: AAPL) customers became even more devoted in April, with 92 percent of iPhone customers somewhat or extremely likely to upgrade their phone in the next 12 months, Morgan Stanley said Wednesday. The survey of 1,000 U.S. consumers was up from 86 percent from...
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Next Apple iPhone 'Supercycle' Is About To Begin, Says Morgan Stanley
Wednesday, October 26, 2016 - 7:24am | 374Read More...While the December quarter guidance issued by Apple Inc. (NASDAQ: AAPL) missed the high buy-side expectations, Morgan Stanley’s Katy L. Huberty believes the return to iPhone unit growth and expanding iPhone ASPs, along with the consistent gross margin commentary “pave the way for...
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Seagate's Price Target Raised 20% By Morgan Stanley
Wednesday, October 12, 2016 - 7:03am | 277Read More...Seagate Technology PLC (NASDAQ: STX) reported preliminary Q3 revenue and EPS ahead of its prior guidance. Higher gross margin expansion was partially offset by higher variable comp expense, Morgan Stanley’s Katy L. Huberty said in a report. She maintained an Equal-weight on the company,...
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iPhone 7 Launch Put A Focus On Cameras And Apps
Thursday, September 8, 2016 - 7:03am | 332Read More...Apple Inc. (NASDAQ: AAPL) has finally launched the iPhone 7. The features of the device were as expected, with the key selling points being the new camera features and longer battery life, Morgan Stanley Katy L. Huberty said in a report. She maintained an Overweight rating on Apple, with a price...
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HP Inc's Reinvestments Set Up A Strong 2017
Thursday, August 25, 2016 - 8:32am | 354Read More...HP Inc (NYSE: HPQ) reported better-than-expected revenue, EPS and free cash flow for the July quarter, while lowering its FY16 EPS guidance to reflect plans to invest in additional hardware units to support long-term printer supplies growth. Morgan Stanley’s Katy L. Huberty maintains an...
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NetApp's Legacy Business Drove Q1 Beat; Morgan Stanley Maintains Underweight Recommendation
Thursday, August 18, 2016 - 7:20am | 348Read More...NetApp Inc. (NASDAQ: NTAP) reported its Q1:F17 results, with the revenue beating expectations. Morgan Stanley’s Katy L. Huberty maintains an Underweight rating on the company, while raising the price target from $21 to $24. Revenue Beat “Mature business drove much of the July revenue...
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Apple's Bear Case Is Off The Table, According To Morgan Stanley
Wednesday, July 27, 2016 - 6:28am | 329Read More...Apple Inc. (NASDAQ: AAPL) reported better-than-expected June quarter margins. Channel inventory reductions have set the backdrop for improved 2H results, Morgan Stanley’s Katy L. Huberty said in a report. She maintained an Overweight rating on the company, while raising the price target...
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Seagate Gets Second Upgrade Of 2016 By Morgan Stanley
Tuesday, July 12, 2016 - 7:15am | 253Read More...Although there are risks of flash cannibalizing the HDD market, Seagate Technology PLC (NASDAQ: STX) may achieve improving gross margins, given healthy inventory levels and newly announced manufacturing cuts, Morgan Stanley’s Katy L. Huberty said in a report. She upgraded the rating on the...
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Apple To Sell 40 Million iPhones In June, According To Search Engine Analytics
Monday, June 27, 2016 - 7:06am | 313Read More...The AlphaWise Tracker data indicate Apple Inc. (NASDAQ: AAPL) will have shipped 40 million iPhone units in the June quarter, in line with the consensus. Morgan Stanley’s Katy L. Huberty maintains an Overweight rating on the company, with a price target of $120. What Data Suggest Huberty...
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Pure Storage's Small Q1 Beat 'Not A Thesis Changer'; Stock Slips 21%
Thursday, May 26, 2016 - 9:05am | 338Read More...Although Pure Storage Inc (NYSE: PSTG) reported a beat for 1Q and raised its guidance for 2Q, Morgan Stanley’s Katy L. Huberty pointed out that the beat was lower than expected. Huberty maintains an Overweight rating on the company, while lowering the price target from $25 to $23. Beat...
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IBM's Watson Is Beginning To Pay Off
Thursday, March 31, 2016 - 8:39am | 363Read More...Following the aggressive hiring and estimated data acquisitions worth $5 billion, International Business Machines Corp. (NYSE: IBM) appears all set to benefit from the revenue monetization of Watson. Morgan Stanley’s Katy L. Huberty maintained an Overweight rating on the company, while...
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Apple's Valuation Range Could Be $91 To $180
Tuesday, March 15, 2016 - 8:06am | 385Read More...Morgan Stanley’s Katy L. Huberty maintained an Overweight rating for Apple Inc. (NASDAQ: AAPL), with a price target of $135, saying that the bull case scenario implies a valuation of $180, while the bear case is $91. “Apple has the world's most valuable technology platform with...
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Morgan Stanley Sees Apple's iPhone Demand Tracking Ahead Of Schedule This Month
Tuesday, March 15, 2016 - 6:48am | 363Read More...Morgan Stanley’s Katy L. Huberty maintained an Overweight rating for Apple Inc. (NASDAQ: AAPL), with a price target of $135, saying that March iPhone demand was tracking ahead of expectations, with China delivering the strongest growth. Extrapolating Data Through End-February...
