Rotation out of US Big Tech and the Magnificent 7 is likely to continue: JPM
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Goldman Sachs Out Positive on Apple (AAPL), 'New Mac and iPad products support revenue growth and channel fill'
March 5, 2025 10:36 AM ESTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $294.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "Apple (AAPL, Buy) announced several new Mac and iPad products this week including the (1) MacBook Air with M4 13 and 15 (starting at $999, $100 price cut v.... More
BWG Global (previously OTR Global) Comments on Apple (AAPL)
March 5, 2025 10:32 AM ESTBWG Global (previously OTR Global) Comments on Apple (NASDAQ: AAPL)
Says checks indicate lower shipment estimates from supply chain partners for the iPhone due to slacking demand for iPhone 16 and 15.... MoreCiti on NVIDIA (NVDA): 'risk-reward looks attractive on the stock'
March 4, 2025 9:47 AM ESTCiti analyst Atif Malik reiterated a Buy rating and $163.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA stock is down 13% post earnings as investors are increasingly worried about macro like China restrictions and tariffs. While we cut our estimates on 10% China... More
Goldman Sachs Reiterates Buy Rating on Apple (AAPL)
March 3, 2025 11:45 AM ESTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $294.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "February 2025 Apple App Store Spending increased 9% yoy, resulting in C1Q25 to-date App Store spending up 13% yoy, per Sensor Tower. This is ahead of consensus (FactSet) estimates for AAPL's F2Q25E (C1Q25) Services revenue growth of +12% yoy (but in-line with our estimate of +13% yoy). We... More
