Mizuho: Apple-Affirm partnership could boost gross merchandise volume by 35%

Go back to Mizuho: Apple-Affirm partnership could boost gross merchandise volume by 35%

JPMorgan on Apple (AAPL): 'we don’t see a significant impact to the upgrade cycle'

June 24, 2024 6:12 AM EDT

JPMorgan analyst Samik Chatterjee reiterated an Overweight rating and $245.00 price target on Apple (NASDAQ: AAPL)

The analyst comments "With investors starting to get onboard steadily with the idea of a robust upgrade cycle to the AI-enabled iPhones to be launched by the company... More

Apple (AAPL) Won't Roll Out AI Features In EU This Year Because Of DMA- Bloomberg

June 21, 2024 12:36 PM EDT

Apple Won't Roll Out AI Features In EU This Year Because Of DMA - Bloomberg

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Morgan Stanley says App Store and iPhone builds suggest upside to Apple estimates

June 21, 2024 7:03 AM EDT

Morgan Stanley analysts say their latest data points to a potential upside to Apple's (NASDAQ: AAPL) estimates.

The firm said in a note Friday that "App Store net revenue growth is tracking +13.5% Y/Y MTD and +13.3% Y/Y QTD, implying 2 pts of upside vs. our C2Q 13.3% Services growth forecast."

The bank says this suggests that Apple's Services segment, which includes the App... More

Apple (AAPL) PT Raised to $240 at Bernstein SocGen Group

June 21, 2024 5:07 AM EDT

Bernstein SocGen Group analyst Toni Sacconaghi raised the price target on Apple (NASDAQ: AAPL) to $240.00 (from $195.00) while maintaining a Outperform rating.

The analyst comments "We see 4 opportunities for Apple to monetize AI: 1) Offering on-device AI to drive accelerated iPhone replacement and incremental hardware... More