Apple (AAPL) Watch 'Buries the Competition', Could Be Bigger than iPad - Needham & Company

Apple (AAPL) Watch $15-$60 Billion Revenue Opportunity - Deutsche Bank

Deutsche Bank maintained a Buy rating on Apple (NASDAQ: AAPL) with a price target of $105. Analyst Sherri Scribner thinks Apple's iPhone and Apply Pay were in line with expectations. Regarding the Apple Watch, she said it could be a $15-$60 billion revenue opportunity.

"As has been widely anticipated, today AAPL unveiled two larger iPhones, mobile payments, and a wearable... More

Raymond James Keeps GT Advanced Technologies (GTAT) at Underperform; Apple Event not Positive for the Stock

Raymond James affirms its Underperform rating on GT Advanced Technologies (Nasdaq: GTAT) following Apple's (Nasdaq: AAPL) September event.

Analyst Pavel Molchanov said, Heading into yesterday's Apple product launch announcement, we could not envision Apple saying anything about its plans for sapphire that would be incrementally bullish for GT, above and beyond the already lofty expectations that... More

Apple (AAPL) iPhone News 'In-Line', Apple Pay 'Better', Apple Watch a Wildcard - Bernstein

Bernstein 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

FBN 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

Goldman 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

Sprint (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

Pacific 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

Needham & 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

Jefferies 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

Susquehanna 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

BMO 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)

Cowen 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