Barclays on Affirm Holdings Inc. (AFRM) Annoucement That BNPL Capabilities are now available through Apple Pay: 'Apple Pay Rollout Begins

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iPhone 16: Why this cycle could be different

September 18, 2024 7:39 AM EDT

Morgan Stanley analysts said in a note Wednesday that the Apple (NASDAQ: AAPL) iPhone 16 cycle could differ from previous years, with lead times down year-over-year (Y/Y), but note that these early trends are not yet predictive of overall demand.

According to the bank, iPhone 16 lead times have doubled since pre-orders began but are still tracking 33% lower than last... More

Morgan Stanley on Apple (AAPL): 'See near-term downside of ~$200, and we'd buy any potential estimate cuts as AI-driven multi-year upgrades are a when, not an if'

September 18, 2024 5:42 AM EDT

Morgan Stanley analyst Erik Woodring reiterated an Overweight rating and $273.00 price target on Apple (NASDAQ: AAPL)

The analyst comments "iPhone 16 lead times are extending but tracking lower Y/Y, with the average iPhone 16 lead time in the US down 33% Y/Y (or 7... More

CFRA Reiterates Buy Rating on Apple (AAPL)

September 17, 2024 10:16 AM EDT

CFRA analyst T. Michael Walkley reiterated a Buy rating and $260.00 price target on Apple (NASDAQ: AAPL).

The analyst comments "Shares of AAPL were down on concerns that shorter pre-order lead times/lower orders for the new Pro devices on the initial weekend could be an indication of... More

Affirm (AFRM) Now Available to Check out Online or In-App with Apple Pay

September 16, 2024 1:16 PM EDT

Affirm (NASDAQ: AFRM) announced that Affirm is now available to eligible users checking out online and in-app with Apple Pay on iPhone and iPad. Starting today, Apple Pay users in the U.S. can request to pay over time with Affirm, splitting eligible purchases into biweekly or monthly payments for as low as 0% APR.

We are thrilled to bring the power of Affirm to Apple Pay users in the U.S. and the retailers where they shop, said Vishal Kapoor, Affirms Senior Vice President of Product. This... More