Rosenblatt Downgrades Apple (AAPL) to Neutral
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Here are 4 observations from Apple's 10-Q filing
May 5, 2025 4:00 PM EDTApple's (NASDAQ: AAPL) latest 10-Q filing offered several insights into its recent operations and future direction, according to Morgan Stanley.
The banks analysts highlighted four key takeaways: inventory trends, Services growth, record operating margins, and potential pricing strategies tied to tariff risks.
Pull-forward of inventory ahead of tariffs: Apple accelerated purchases of components and finished goods in the March quarter.
Apples combined inventory... More
