Analyst: Apple Could take GTAT’s Sapphire Furnaces

2:24 PM, Oct. 7th, 2014 · · Apple Stock Watch

With GT Advanced Technologies filing for chapter 11 bankruptcy protection, questions about what that means for Apple and its plans for synthetic sapphire glass displays for the Apple Watch and future iPhones. Susquehanna Financial Group analyst Chris Caso thinks Apple could take possession of the furnaces, take back the factory it leased to GTAT, and buy more sapphire-related IP from the company, too, turning the iPhone and iPad maker into its own glass manufacturer.

Deutsche Bank Lowers AAPL Target, Says no Surprises Coming

9:27 AM, Oct. 3rd, 2014 · · Apple Stock Watch

Deutsche Bank analyst Sherri Scribner lowered her target price for Apple's stock from US$105 to $102 because she doesn't see any new product surprises coming from the company. She thinks the company could have trouble beating investor expectations for iPhone sales, and that there won't be any new product announcements before the end of the year.

Evercore Raises AAPL Target on Strong iPhone 6 Demand

10:31 AM, Oct. 1st, 2014 · · Apple Stock Watch

Evercore Partner analyst Rob Cihra raised his target price for Apple's stock to US$125 in response to stronger than expected iPhone 6 and iPhone 6 Plus sales. He now expects Apple to sell 39 million new iPhones during its fiscal fourth quarter, which ended on September 30, and 65 million units during the December quarter.

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Analysts seem pleased with iPhone 6 demand, but it looks like they won't be really happy until they see new iPads ship.

Strong iPhone 6 Sales Boost Canaccord’s AAPL Target to $115

2:44 PM, Sep. 22nd, 2014 · · Apple Stock Watch

Following Apple's announcement that it sold over 10 million iPhone 6 and iPhone 6 Plus smartphones over its launch weekend, Canaccord Genuity analyst Michael Walkley raised his target price for the company's stock from US$112 up to $115 citing demand for the new models.

Launch Day Survey Says iPhone 6 Plus is the Go-to Choice

11:20 AM, Sep. 19th, 2014 · · Apple Stock Watch

Despite the pre-order frenzy a week ago, shoppers are lining up in droves to get ahold of Apple's new iPhone 6 and iPhone 6 Plus and the favorite so far is the larger screen model. Wells Fargo analyst Maynard Um surveyed lines outside Apple Stores in New York City Friday morning, and he found over 60 percent were hoping to get an iPhone 6 Plus, and they want the 64GB and 128GB models.

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Long lines for big screen iPhones. <sarcasm>Too bad interest in iPhone is gone.</sarcasm>

Analyst: iPhone 6 Launch Weekend Sales to Fall Short, No Big Deal

11:11 AM, Sep. 18th, 2014 · · Apple Stock Watch

Following its record breaking iPhone 6 and iPhone 6 Plus pre-order launch Apple has been expected to sell around 10 million smartphones during this weekend's in-store rollout, but Bernstein Research's Toni Sacconaghi thinks the company will fall short of that number. Instead of calling doom and gloom, Mr. Sacconaghi thinks that won't be any big deal because launch weekend sales are more about inventory availability than demand.

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Tony Sacconaghi may think it isn't any big deal if iPhone 6 launch weekend sales don't hit the 10 million unit mark, but it's a safe bet other analysts and the media will skewer Apple and say the company -- or at least the iPhone -- is doomed.

Analyst: China iPhone 6 Delay is No Big Deal

11:16 AM, Sep. 16th, 2014 · · Apple Stock Watch

Apple's new iPhone 6 and iPhone 6 Plus will be in stores in several countries this Friday, but not in China. Apple may not be able to roll out its latest iPhone models in the country until the end of this year, or even early next year, but that's no big deal because the company will still be able to sell as many smartphones as it can make, according to Wells Fargo analyst Maynard Um.

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No iPhone 6 models in China means more for everywhere else. By the time China does approve the iPhone 6 and iPhone 6 Plus, Apple will have been able to make even more inventory. Instead of fixing iPhone 6 demand, China will supplement already high demand with more customers.

Analyst: Apple on Track to Top 10M iPhone 6 Launch Sales

11:02 AM, Sep. 15th, 2014 · · Apple Stock Watch

Apple confirmed Monday morning iPhone 6 and iPhone 6 Plus first-day pre-orders topped 4 million units, and Wells Fargo analyst Maynard Um says that puts the company on track to sell at least 10 million during this weekend's in-store launch. If so, Apple is set to more than double its iPhone 5 launch weekend sales.

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Apple skipped pre-orders last year for the iPhone 5S because inventory was fairly limited. Since pre-orders are back this year, it's likely more inventory is on hand, and based on pre-order weekend figures, that puts the company on track to sell something on the order of 13 million phones this weekend. Some companies can't hit those numbers in a quarter.

Analyst: iPhone 6 Rocky Launch Hints at Big Money for Apple

8:25 PM, Sep. 12th, 2014 · · Apple Stock Watch

It's no secret that there were plenty of upset Apple fans just after midnight when iPhone 6 and iPhone 6 pre-orders started thanks to spotty access to the company's online store. The iPhone 6 Plus showed shipping delays almost immediately, and Wells Fargo analyst Maynard Um thinks that could be a sign the larger screen model will have a noticeable impact on Apple's bottom line.