Citi Reiterates Buy Rating on Apple (AAPL)

JPMorgan Raises 1H25 iPhone EMS Build Plans for Apple (AAPL)

January 27, 2025 11:57 AM EST

JPMorgan Raises 1H25 iPhone EMS Build Plans for Apple (NASDAQ: AAPL).

The analyst comments "In this note, we lift our 1H25 iPhone EMS build plan estimates, mainly backed by some production push-out orders from 4Q24 and improving demand in China. Also, the initial demand for the upcoming iPhone SE4 model (expected to launch in the coming months) seems fine, which should support the total 1H25 iPhone EMS build plan. Despite slight growth production volume in 1Q25, we suspect it would not... More

DeepSeek's AI model is a 'minimal threat to AI revolution thesis': Dan Ives

January 27, 2025 8:06 AM EST

Investing.com -- Wedbush analyst Dan Ives has dismissed concerns about the impact of DeepSeeks recent AI model on U.S. tech dominance, calling the market sell-off a golden buying opportunity. 

In a note, Ives emphasized that while DeepSeeks language model is impressive, it poses a minimal threat to the broader AI revolution being led by U.S. tech giants.

DeepSeek, a Chinese private tech company, recently... More

Street Calls of the Week

January 27, 2025 2:41 AM EST

Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week.

... More

Apple (AAPL) Enlists Veteran Software Executive to Help Fix AI Efforts - Bloomberg

January 24, 2025 11:55 AM EST

Apple (NASDAQ: AAPL) Enlists Veteran Software Executive to Help Fix AI Efforts - Bloomberg

... More

Apple (AAPL) Enlists Veteran Software Executive To Help Fix AI Efforts - Bloomberg

January 24, 2025 11:53 AM EST

Apple (NASDAQ: AAPL) Enlists Veteran Software Executive To Help Fix AI Efforts - Bloomberg

Apple's Kim Vorrath Joins AI Division This Week As A Top Deputy... More

Apple (AAPL) Mentioned Positively at Midwest Boutique, partners see upside from iPhone sell-through in US and emerging markets

January 24, 2025 9:12 AM EST

(Updated - January 24, 2025 9:15 AM EST)

Apple (NASDAQ: AAPL) Mentioned Positively at Midwest Boutique

Feedback Encouraging on Dec-Q Product DemandSays Dec quarter likely finished at high-end of guidance on favorable iPhone, iPad & Mac sell through.Says partners see upside... More

Apple (AAPL) PT Lowered to $253 at BofA Securities

January 24, 2025 5:29 AM EST

BofA Securities analyst Wamsi Mohan lowered the price target on Apple (NASDAQ: AAPL) to $253.00 (from $256.00) while maintaining a Buy rating.

The analyst comments "Apple reports F1Q25 (December quarter) after market on Thursday, January 30. We expect a strong report driven by initial demand for the... More

BofA Adjusts US 1 List

January 23, 2025 5:53 AM EST

BofA Adjusts US 1 List

Additions: Datadog, Inc. (NASDAQ: DDOG) and Booz Allen Hamilton (NYSE: BAH)Removals: Eli Lilly & Co. (NYSE: LLY)"We are renewing Apple Inc (AAPL) after 52 weeks on the list."... More

Apple (AAPL) PT Lowered to $280 at Goldman Sachs

January 23, 2025 3:56 AM EST

Goldman Sachs analyst Michael Ng lowered the price target on Apple (NASDAQ: AAPL) to $280.00 (from $286.00) while maintaining a Buy rating.

The analyst comments: "We expect AAPL F1Q25 EPS of $2.35 (in-line with FactSet consensus of $2.35) and revenue of $124.2 bn (v. consensus of $124.8 bn). We forecast 1% yoy iPhone revenue growth in F1Q25 as... More

Apple supplier IQE forecasts FY results to exceed expectations

January 23, 2025 2:16 AM EST

(Reuters) -British semiconductor wafer maker IQE said on Thursday its 2024 sales and core earnings would exceed its earlier expectations, helped in part by cost-control measures.

The Apple supplier said it now expects annual revenue of 118 million pounds ($145.2 million) and adjusted earnings before interest, taxes, depreciation and ammortization of at... More