Apple (AAPL) Watch $15-$60 Billion Revenue Opportunity - Deutsche Bank
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Apple (AAPL) Watch 'Buries the Competition', Could Be Bigger than iPad - Needham & Company
September 10, 2014 12:42 PM EDTNeedham & Company analyst Charlie Wolf weighed in on Apple (NASDAQ: AAPL) following the introduction of the Apple Watch. Wolf said the Apple Watch "buries the competition" and sees the device potentially becoming bigger than the iPad.
Wolf highlighted the watch's digital crown, "the new... More
Apple (AAPL) iPhone News 'In-Line', Apple Pay 'Better', Apple Watch a Wildcard - Bernstein
September 10, 2014 8:35 AM EDTBernstein analyst Toni Sacconaghi reiterated an Outperform rating and $108 price target on Apple (NASDAQ: AAPL) after the company introduced the iPhone 6 and 6+, an Apple Watch, and Apple Pay.
On the iPhone, Sacconaghi said it was "were very much in line with expectations most notably, however, China is absent from Apple's initial country rollout, potentially hinting at some supply constraints relative to last year's launch." He added, "Apple only raised price (by $100) on its 5.5" model, while retaining price on the 4.7" device, raising the question of whether the company can sustain gross... More
Apple (AAPL) PT Raised to $115 at FBN Securities
September 10, 2014 8:11 AM EDTFBN Securities analyst Shebly Seyrafi reiterated an Outperform rating and raised Apple (NASDAQ: AAPL) price target of $115.00 (from $110.00) following the iPhone 6 (and 6 Plus), Apple Watch, and Payments. While raising estimates the analyst is somewhat disappointed about the timing of the... More
Apple (AAPL) Launch Called 'Impresive'; Price Target Raised to $115 at Goldman Sachs
September 10, 2014 7:30 AM EDTGoldman Sachs reiterated a Buy rating on Apple (NASDAQ: AAPL) and raised its price target to $115.00 (from $107.00). Analyst Bill Shope said its new product launch yesterday was impressive and met high expectations.
"Apple announced several new products and services at its event in Cupertino, CA, including the iPhone 6 and iPhone 6 Plus, Apple Pay, and Apple Watch. We... More
Sprint (S) Entices Potential iPhone 6/6+ Buyers with Discounted Unlimited Leasing Plan
September 10, 2014 7:27 AM EDTSprint (NYSE: S) is starting a fairly enticing plan called iPhone for Life.
Under the plan, users pick an Apple (Nasdaq: AAPL) iPhone 6 or iPhone 6+, pay nothing, and get unlimited talk, text, and data... More
Pacific Crest Downgrades Apple (AAPL) to Sector Perform
September 10, 2014 7:22 AM EDTPacific Crest downgraded Apple (NASDAQ: AAPL) from Outperform to Sector Perform with a price target of $100 (unchanged). The analyst said the new products lack massive profit drivers.
NOTE: The downgrade may not come as a complete surprise as the analyst... More
Apple's New Products Positive for Synaptics (SYNA) and SanDisk (SNDK), Neutral for Micron (MU) - Needham & Company
September 10, 2014 7:18 AM EDTNeedham & Company analyst Rajvindra Gill views Apple's new product announcements as a positive for Synaptics (NASDAQ: SYNA) and NAND player SanDisk Corporation (NASDAQ: SNDK), while neutral for Micron (NASDAQ: MU).
"We believe Apple's new product announcement further confirms our thesis that SYNA will benefit from continued fingerprint sensor adoption as mobile payments become more... More
Fossil (FOSL) and Apple (AAPL) Watch Can Co-Exists, Jefferies Says
September 10, 2014 7:03 AM EDTJefferies analyst Randal Konik reiterated a Buy rating and $140 price target on Fossil (NASDAQ: FOSL) amid news of the Apple (NASDAQ: AAPL) watch. The analyst believes they can co-exist.
Konik comments, "Look, the... More
Apple (AAPL) Launches Most Important of Cook Era - Susquehanna
September 10, 2014 6:46 AM EDTSusquehanna analyst Chris Caso reiterated a Positive rating and $115 price target on Apple (NASDAQ: AAPL) following the launch of the iPhone 6, iPhone 6 Plus, Apple Watch, and Apple Pay.
Caso commented, "AAPL product launches yesterday were clearly the most important in the Tim Cook era, which we think... More
Larger Apple (AAPL) iPhone Likely to Be Well Received by Market, BMO Capital Says
September 10, 2014 6:33 AM EDTBMO Capital analyst Keith Bachman weighed in on Apple (NASDAQ: AAPL) after the company announced the launch of the iPhone 6, iPhone 6 Plus, Apple Watch, and Apple Pay.
"We continue to believe that the larger screen size iPhones will be well received by... More
Cowen Comments on Apple (AAPL) Following Sept. Event; Apple Pay Should Exploit Fragmented Android OS (GOOG)
September 10, 2014 6:26 AM EDTCowen and Company maintains Apple (Nasdaq: AAPL) with an Outperform rating and target price of $106 following the company's iPhone 6/Watch/Apple Pay event on Tuesday.
Analyst Timothy Arcuri offered the following commentary on Apple's new products:From a high level, launch of 4.7" iPhone 6, 5.5" iPhone 6+, Apple Watch, and a big new payments initiative (Apple Pay), the company checked all boxes.
Among all key iPhone technical improvements (20nm A8, M8 w/elevation +distance, 20 LTE bands w/CA, 802.11ac, VoLTE, and WiFi calling), the new camera image processing stands... More
Microsoft (MSFT) Said in Talks to Acquire 'Minecraft' Maker Mojang for $2B+
September 9, 2014 6:44 PM EDT(Updated - September 10, 2014 7:47 AM EDT)
Microsoft (Masdaq: MSFT) is an advanced talks to acquire Minecraft maker, Mojang, in a deal that could be worth over $2 billion.
The WSJ reported Tuesday night that the deal between Microsoft and Mojang could be completed as soon as this week.
Many industry watchers note that the move would be surprising. Mojang founder Markus Persson has... More
Market Wrap: Apple Brings Innovation Back; Suppliers Hamper McDonald's Outlook; Barnes & Noble Sees Interest in NOOK
September 9, 2014 5:24 PM EDTMarket wrap for September 9th
End of the Day: S&P 500 down 13.1 to 1,988.44; Dow Jones down 97.6 to 17,013.87; Nasdaq down 40.0 to 4,552.29
* Apple (Nasdaq: AAPL) held its big device event today. Included were larger versions of the iPhone, called the iPhone 6 and iPhone 6 Plus. There was also Apple Pay and an Apple smartwatch called the Apple "Watch." Overall, it was an exciting day for tech fans given the various companies that can benefit from working with Apple. For more on the iPhone 6... More
Apple (AAPL) Calls Watch 'Most Personal Product We've Ever Made'
September 9, 2014 4:44 PM EDTToday Apple (NASDAQ: AAPL) announced the Apple Watch. The device, which will work with your iPhone, will be available in early 2015 starting at $349. The company called it "the most personal product we've ever made, because its the first one... More
Innovation Back at Apple (AAPL) Following Three-Year Pause - Global Equities
September 9, 2014 4:18 PM EDTGlobal Equities Research issued initial commentary on Apple (Nasdaq: AAPL) following today's iPhone 6 and Apple Watch event.
Analyst Trip Chowdhry noted the following items:
Apple Watch:Ground breaking User Interface - now we know what the ex-CTO of Adobe was up to at Apple
Android Wear is probably back to the drawing board - it is no match to Apple Watch
Apple Watch Kit for developers to create... More
Apple's (AAPL) Live Event Generates Millions of Posts on Twitter (TWTR)
September 9, 2014 3:44 PM EDTMore than 2.4 million posts were made to Twitter (NYSE: TWTR) regarding Apple's (Nasdaq: AAPL) iPhone and Watch event today. Posts were counted with the tag #AppleLive, so we suspect there were a lot more floating around.
Other... More
Apple (AAPL) Turns Negative Following iPhone 6, Apple Watch Event
September 9, 2014 3:10 PM EDTApple (NASDAQ: AAPL) shares give up gains following iPhone, Apple Watch event. The stock is now down 1.5 percent.
... MoreU2's New Album, 'Songs of Innocence,' Debuting Exclusively on Apple iTunes (AAPL)
September 9, 2014 3:06 PM EDTApple (Nasdaq: AAPL), Universal Music Group and legendary rock band U2 announced the release of the album Songs of Innocence, which Apple is gifting to iTunes Store customers around the world, making it the largest album release ever with over half a billion copies distributed. The album features 11 new songs from the band and charts their earliest influences from 70s rock and punk rock to early 80s electronica and soul. The album is free for iTunes Store account holders in 119 countries and is available exclusively on iTunes® for the next five weeks.
From... More
Apple (AAPL) iOS 8 Coming Sept. 17th
September 9, 2014 2:52 PM EDTApple (Nasdaq: AAPL) announced iOS 8, the biggest release since the launch of the App Store, will be available starting Wednesday, September 17 to iPhone®, iPad® and iPod touch® users as a free software update. iOS 8 delivers a simpler, faster and more intuitive user experience with new Messages and Photos features, predictive typing for Apples QuickType keyboard and Family Sharing. iOS 8 also includes the new Health app, giving you a clear overview of your health and fitness data and iCloud Drive, so you can store files and access them from anywhere. With more than 4,000 new APIs, iOS 8... More
Apple (AAPL) Debuts New 'Apple Pay' Mobile Payment Platform
September 9, 2014 2:51 PM EDTApple (NASDAQ: AAPL) announced Apple Pay, a new category of service that will transform mobile payments with an easy, secure and private way to pay. Apple Pay works with iPhone® 6 and iPhone 6 Plus through a groundbreaking NFC antenna design, a dedicated chip called the Secure Element, and the security and convenience of Touch ID. Apple Pay is easy to set up, so hundreds of millions of users can simply add their credit or debit card on file from their iTunes Store® account. Apple Pay will also work with the newly announced Apple Watch, extending... More
Apple (AAPL) Debuts New iPhone 6, iPhone 6 Plus
September 9, 2014 2:46 PM EDTApple (Nasdaq: AAPL) announced iPhone 6 and iPhone 6 Plus, the biggest advancements in iPhone history, featuring two new models with stunning 4.7-inch and 5.5-inch Retina HD displays, and packed with innovative technologies in an all-new dramatically thin and seamless design. The new iPhones feature a precision unibody enclosure of anodized aluminum that conforms seamlessly with the shaped glass of the display, resulting in a completely smooth and continuous surface. iPhone 6 and iPhone 6 Plus are engineered to be the thinnest ever, delivering a bigger display in a design that is still comfortable to hold... More

