AAPL: dichiaro guerra....
- Creatore Discussione Rindomenceslao
- Data di Inizio
grande Rindo 
Rindomenceslao
Forumer storico
grazie Argema.....
ma grande per cosa scusa?
non capisco....
ma grande per cosa scusa?
non capisco....
risparmier
Forumer storico
AAPL | Chart
risparmier
Forumer storico
NEW YORK -
Ahead of the Bell:
Associated Press 10.15.08, 8:56 AM ETA JPMorgan analyst upgraded Apple Inc. from "Neutral" to "Overweight" Wednesday, saying its strong brand and diverse product lineup should give it some protection in an economic downturn.
"We think that Apple 's brand and market share momentum offer meaningful buffers" to a slowdown in consumer spending, Mark Moskowitz wrote in a note to clients. "We expect numbers to come down across the sector, but Apple likely has a backstop beyond the first round."
He believes the iPhone will bolster Apple's results, eventually comprising 10 percent of sales.
However, due to the weak economy, he cut his estimate for fiscal 2009 earnings to $5.27 per share from $5.35, but raised his estimate for the just-ended fourth quarter of fiscal 2008 from $1.04 per share to $1.06 per share.
Apple announced new laptop models Tuesday. The price on an older model was cut, but Morgan Keegan analyst Tavis McCourt noted that the company was largely sticking to its premium strategy rather than cutting prices to lure newly price-conscious buyers. The cheapest new model costs $1,299. Meanwhile, Windows-based laptops are available for less than $500.
"The big risk for the Mac product line appears to be that it already has captured one third of the revenue share in the U.S. retail market, and at some point it will have tapped out its market share potential at the high end," McCourt wrote.
Late Tuesday, research firm Gartner Inc. (nyse: IT - ) said Apple kept gaining share in the U.S. PC market, going from a 7.7 percent unit share a year ago to 9.5 percent in the latest period. Those figures reflect the entire market, not just retail sales.
http://www.forbes.com/feeds/ap/2008/10/15/ap5557130.html
Ahead of the Bell:
Associated Press 10.15.08, 8:56 AM ETA JPMorgan analyst upgraded Apple Inc. from "Neutral" to "Overweight" Wednesday, saying its strong brand and diverse product lineup should give it some protection in an economic downturn.
"We think that Apple 's brand and market share momentum offer meaningful buffers" to a slowdown in consumer spending, Mark Moskowitz wrote in a note to clients. "We expect numbers to come down across the sector, but Apple likely has a backstop beyond the first round."
He believes the iPhone will bolster Apple's results, eventually comprising 10 percent of sales.
However, due to the weak economy, he cut his estimate for fiscal 2009 earnings to $5.27 per share from $5.35, but raised his estimate for the just-ended fourth quarter of fiscal 2008 from $1.04 per share to $1.06 per share.
Apple announced new laptop models Tuesday. The price on an older model was cut, but Morgan Keegan analyst Tavis McCourt noted that the company was largely sticking to its premium strategy rather than cutting prices to lure newly price-conscious buyers. The cheapest new model costs $1,299. Meanwhile, Windows-based laptops are available for less than $500.
"The big risk for the Mac product line appears to be that it already has captured one third of the revenue share in the U.S. retail market, and at some point it will have tapped out its market share potential at the high end," McCourt wrote.
Late Tuesday, research firm Gartner Inc. (nyse: IT - ) said Apple kept gaining share in the U.S. PC market, going from a 7.7 percent unit share a year ago to 9.5 percent in the latest period. Those figures reflect the entire market, not just retail sales.
http://www.forbes.com/feeds/ap/2008/10/15/ap5557130.html
risparmier
Forumer storico
Apple shares rally as analyst touts buyback
October 29, 2008 4:18 PM ET
SAN FRANCISCO (Reuters) - Shares of Apple Inc rallied Wednesday after an analyst said the maker of iPhones and Mac computers is in excellent position to launch a "substantial" share buyback program.
Apples shares closed up $4.64, or 4.6 percent, at $104.55 after rising as high as $109.54 during the session.
Sanford Bernstein analyst Toni Sacconaghi wrote in a note to clients that Apple, with a huge cash balance of $24.5 billion, could significantly boost next fiscal year's results if it elects to buy back stock.
"We believe a share repurchase represents the best use of (at least part of) Apple's $25B in cash; in our view, it would be more favorable to shareholders than the alternatives of either a major acquisition or a substantial dividend," he said.
Sacconaghi estimated that Apple could increase fiscal 2009 earnings per share by around 4 percent if it spent $10 billion on buybacks, and by around 9 percent if it spent $20 billion.
Apple has not bought back any stock in more than 5 years, and has repurchased only $217 million's worth over the past decade.
...
http://news.moneycentral.msn.com/ticker/article.aspx?Feed=OBR&Date=20081029&ID=9333376&Symbol=AAPL
October 29, 2008 4:18 PM ET
SAN FRANCISCO (Reuters) - Shares of Apple Inc rallied Wednesday after an analyst said the maker of iPhones and Mac computers is in excellent position to launch a "substantial" share buyback program.
Apples shares closed up $4.64, or 4.6 percent, at $104.55 after rising as high as $109.54 during the session.
Sanford Bernstein analyst Toni Sacconaghi wrote in a note to clients that Apple, with a huge cash balance of $24.5 billion, could significantly boost next fiscal year's results if it elects to buy back stock.
"We believe a share repurchase represents the best use of (at least part of) Apple's $25B in cash; in our view, it would be more favorable to shareholders than the alternatives of either a major acquisition or a substantial dividend," he said.
Sacconaghi estimated that Apple could increase fiscal 2009 earnings per share by around 4 percent if it spent $10 billion on buybacks, and by around 9 percent if it spent $20 billion.
Apple has not bought back any stock in more than 5 years, and has repurchased only $217 million's worth over the past decade.
...
http://news.moneycentral.msn.com/ticker/article.aspx?Feed=OBR&Date=20081029&ID=9333376&Symbol=AAPL
risparmier
Forumer storico
Analyst says Apple may cut iPhone production
Mon Nov 3, 2008 4:45pm EST
Such a cut "could end up painting an ugly picture, but not as ugly as it seems on face value," Baker said.
http://www.reuters.com/article/marketsNews/idUSN0333778020081103
Mon Nov 3, 2008 4:45pm EST
Such a cut "could end up painting an ugly picture, but not as ugly as it seems on face value," Baker said.
http://www.reuters.com/article/marketsNews/idUSN0333778020081103
risparmier
Forumer storico
January 22, 2009, 1:58 pm
Apple: Shrs Rally On Huge EPS Beat, But Macro Concerns Remain.
Gene Munster, Piper Jaffray: The deal of the Apple bulls today repeated his Buy rating on the stock, but cut his price target to $180, from $235. He also lowered his calendar 2009 iPhone unit estimate to 28 million from 45 million, and he cut his Mac unit forecast for the calendar year to 9.7 million from 11.1 million. Munster cut his FY ‘09 EPS estimate to $5.06 from $5.46; for FY 2010, he goes to $5.41, from $7.73. Munster says the biggest factor in his revised guidance is that he no longer expects Apple to unveil new iPhones in the current quarter. He now thinks a new iPhone model will arrive this summer.
Charlie Wolf, Needham: He repeated his Buy rating, but cut his price target to $200, from $240, on the assumption that Mac shipments will be flat through FY 2009. He says the latest quarter’s results suggest that “the company is not immune to the current recession,” and adds that “the risk in the Apple story is macroeconomic.”
Keith Bachman, BMO Capital: He repeated his Outperform rating, while increasing his target to $105, from $100. “Although growth is slowing, positive margin variance should reverse the recent stock slide caused by leadership transition issues and generally weak consumer trends.” He upped his FY ‘09 estimate to $5.13, from $4.58. For 2010, he goes to $5.47, from $5.15.
Vijay Rakesh, ThinkEquity: He repeated his Buy rating and $110 target, and increased his ‘09 EPS forecast to $5.14, from $4.78. He writes that if business and market fundamentals improve into ghe second half, which he thinks will be the case then Apple “should be a core portfolio holding.”
David Bailey, Goldman Sachs: He repeated his Neutral rating and $105 target. Bailey moved up his ‘09 EPS estimate by a nickel to $5.50, but cut 2010 by a nickel to $6.20. He said the stock may have trouble following through on today’s gains “without the benefit of a catalyst or a new product cycle during the first half of the year.”
Tavis McCourt, Morgan Keegan: Maintains Market Perform rating. “While attractive, we believe shares will remain range-bound in the near term until consumer spending recovers.”
Richard Gardner, Citigroup: He repeated his Buy rating, and upped his target to $147, from $132. His 2009 EPS estimate jumps to $5.34, from $4.78. For FY 2010, he now sees $6.22, up from $5.37. And he adds that “valuation continues to look attractive.”
Toni Sacconaghi, Bernstein Research: He repeated his Buy rating and $135 target. He also upped his FY ‘09 estimate to $5.50, from $5.05, and increased FY 2010 to $6.60, from $6.03. Sacconaghi contends the stock has been overly discounted. He says the company’s short-term financials remain relatively healthy, and that the longer-term growth story remains intact.
Samuel Wilson, JMP Securities: He repeats his Market Perform rating, but ups his ‘09 EPS estimate to $5.33 from $5.11. “We prefer to wait for a more attractive entry point,” he writes.
Brian Marshall, Broadpoint.Amtech: He repeated his Buy rating, and ups his target to $110, from $100, and says two big overhands on the stock - uncertainty over the health of CEO Steve Jons and the March guidance - are now behind it.
Yair Reiner, Oppenheimer: Repeats Outperform rating and $120 target. He cuts ‘09 to $5.03, from $5.43, and trims FY 2010 to $5.79, from $6.89. “We’re encouraged by the signs of fundamental stability in Apple’s business,” he writes.
Maynard Um, UBS:Maintains Neutral rating and $110 target. Cuts FY ‘09 to $5.04 from $5.11. 2010 to $6.09, from $6.77. To overcome soft desktop sales going forward, he says, “portables will have to grow at a much faster rate…which we think could prove challenging depending on the slope of the decline.”
......
http://blogs.barrons.com/techtrader...in-pipers-munster-chops-eps-iphone-forecasts/
Apple: Shrs Rally On Huge EPS Beat, But Macro Concerns Remain.
Gene Munster, Piper Jaffray: The deal of the Apple bulls today repeated his Buy rating on the stock, but cut his price target to $180, from $235. He also lowered his calendar 2009 iPhone unit estimate to 28 million from 45 million, and he cut his Mac unit forecast for the calendar year to 9.7 million from 11.1 million. Munster cut his FY ‘09 EPS estimate to $5.06 from $5.46; for FY 2010, he goes to $5.41, from $7.73. Munster says the biggest factor in his revised guidance is that he no longer expects Apple to unveil new iPhones in the current quarter. He now thinks a new iPhone model will arrive this summer.
Charlie Wolf, Needham: He repeated his Buy rating, but cut his price target to $200, from $240, on the assumption that Mac shipments will be flat through FY 2009. He says the latest quarter’s results suggest that “the company is not immune to the current recession,” and adds that “the risk in the Apple story is macroeconomic.”
Keith Bachman, BMO Capital: He repeated his Outperform rating, while increasing his target to $105, from $100. “Although growth is slowing, positive margin variance should reverse the recent stock slide caused by leadership transition issues and generally weak consumer trends.” He upped his FY ‘09 estimate to $5.13, from $4.58. For 2010, he goes to $5.47, from $5.15.
Vijay Rakesh, ThinkEquity: He repeated his Buy rating and $110 target, and increased his ‘09 EPS forecast to $5.14, from $4.78. He writes that if business and market fundamentals improve into ghe second half, which he thinks will be the case then Apple “should be a core portfolio holding.”
David Bailey, Goldman Sachs: He repeated his Neutral rating and $105 target. Bailey moved up his ‘09 EPS estimate by a nickel to $5.50, but cut 2010 by a nickel to $6.20. He said the stock may have trouble following through on today’s gains “without the benefit of a catalyst or a new product cycle during the first half of the year.”
Tavis McCourt, Morgan Keegan: Maintains Market Perform rating. “While attractive, we believe shares will remain range-bound in the near term until consumer spending recovers.”
Richard Gardner, Citigroup: He repeated his Buy rating, and upped his target to $147, from $132. His 2009 EPS estimate jumps to $5.34, from $4.78. For FY 2010, he now sees $6.22, up from $5.37. And he adds that “valuation continues to look attractive.”
Toni Sacconaghi, Bernstein Research: He repeated his Buy rating and $135 target. He also upped his FY ‘09 estimate to $5.50, from $5.05, and increased FY 2010 to $6.60, from $6.03. Sacconaghi contends the stock has been overly discounted. He says the company’s short-term financials remain relatively healthy, and that the longer-term growth story remains intact.
Samuel Wilson, JMP Securities: He repeats his Market Perform rating, but ups his ‘09 EPS estimate to $5.33 from $5.11. “We prefer to wait for a more attractive entry point,” he writes.
Brian Marshall, Broadpoint.Amtech: He repeated his Buy rating, and ups his target to $110, from $100, and says two big overhands on the stock - uncertainty over the health of CEO Steve Jons and the March guidance - are now behind it.
Yair Reiner, Oppenheimer: Repeats Outperform rating and $120 target. He cuts ‘09 to $5.03, from $5.43, and trims FY 2010 to $5.79, from $6.89. “We’re encouraged by the signs of fundamental stability in Apple’s business,” he writes.
Maynard Um, UBS:Maintains Neutral rating and $110 target. Cuts FY ‘09 to $5.04 from $5.11. 2010 to $6.09, from $6.77. To overcome soft desktop sales going forward, he says, “portables will have to grow at a much faster rate…which we think could prove challenging depending on the slope of the decline.”
......
http://blogs.barrons.com/techtrader...in-pipers-munster-chops-eps-iphone-forecasts/