After four years of speculation there's still not a shred of hard evidence
A lot of analysts talk about Apple's (AAPL) plans to make a television -- an actual TV set, not just a set-top box -- but last week, Jefferies' Peter Misek did something most have been careful not to do.
Citing "increased confidence" that Apple's iTV is coming, he wrote into his published forecasts the revenue from its sales: 2 million MOREPhilip Elmer-DeWitt - Apr 17, 2012 4:30 PM ET
Apple is the favorite -- once again -- in Piper Jaffray's 23rd semi-annual teen survey
"The bottom line," writes Gene Munster in a note summarizing the results of Piper Jaffray's latest survey of the aspirations of American teenagers, "is that 40% of students plan on buying an iPhone in the next 6 months while 19% of non-tablet owners plan on purchasing a tablet in the next 6 months."
Wishes, of course, can't MOREPhilip Elmer-DeWitt - Apr 3, 2012 5:52 PM ET
Its market cap today is $577 billion. Where do the next $400-plus billion come from?
In a note to clients issued early Tuesday, Piper Jaffray's Gene Munster raised his Q2 iPhone estimate (to 33 million), set a new 12-month price target ($910 per share) and -- most provocatively -- laid out a roadmap for Apple's (AAPL) market capitalization to go from $576.79 billion as of Monday's close to $1 trillion by MOREPhilip Elmer-DeWitt - Apr 3, 2012 7:06 AM ET
The difference in their quarterly forecasts has never been so great
In the three and a half years that I've been pitting the analysts who cover Apple (AAPL) for Wall Street against the growing cadre of independent analysts who do it for fun (and, presumably, their own profit), I've never seen a gap this big -- either in dollar or percentage terms.
According to Thomson/First Call, the published consensus of 42 professional analysts MOREPhilip Elmer-DeWitt - Apr 1, 2012 8:16 AM ET
The company is ramping up production at ever more impressive rates
Apple (AAPL) CEO Tim Cook often says about the company's iOS devices that it is selling them as fast as it can make them.
In that context, the chart published Tuesday by Piper Jaffray's Gene Munster illustrates what may be Cook's most impressive achievement as COO: The rate at which he has been able to ramp up production.
Five years ago, it took MOREPhilip Elmer-DeWitt - Mar 20, 2012 8:05 AM ET
Apple (AAPL) gave Wall Street what it had been asking for
The Street's reaction has been largely positive, and the stock closed Monday at a new all-time high: $601.10, up $15.53 (2.65%) for the day.
Jefferies' Peter Misek: Dividend and Buyback Bigger Than Expected. Apple announced a $10.60 annual dividend (1.8%) commencing in CQ3 and $10B buyback over three years (to offset dilution). We had expected a dividend announcement in H2 in the MOREPhilip Elmer-DeWitt - Mar 19, 2012 10:19 AM ET
An analyst offers 3 reasons that 750 customers at 8 a.m. was "strong start"
Piper Jaffray's Gene Munster flew to New York City for Apple's (AAPL) launch of the new Pad Friday morning and counted 750 people waiting in line outside the big glass cube on Fifth Avenue when doors opened at 8 a.m.
He declared it a "strong start" despite the fact that Friday's headcount was 37% lower than the 1,190 MOREPhilip Elmer-DeWitt - Mar 16, 2012 9:52 AM ET
Technically, it was Hudson Square's Daniel Ernst. But we have a few caveats.
Eyebrows were raised in October 2010 when Daniel Ernst hiked his 12-month Apple (AAPL) price target from $300 a share to $500. But perhaps drawing attention to himself was the point. The senior analyst at Hudson Square Research is now a regular contributor on CNBC and his current price target -- $700 -- is once again the Street's MOREPhilip Elmer-DeWitt - Feb 11, 2012 6:15 AM ET
The hardware is the easy part. The trick is to get Hollywood on board
"Apple enters markets to reinvent them," wrote Piper Jaffray's Gene Munster in a note to clients Tuesday reiterating his oft-repeated conviction that Apple's (AAPL) next big thing is an Apple-branded television set.
To be sure, Munster has scaled back his expectations since he predicted that the company would sell 6.6 million Apple TV set-top boxes in 2009 and MOREPhilip Elmer-DeWitt - Feb 1, 2012 7:02 AM ET
What to make of those pesky forward-looking statements in today's earnings report
It used to be that traders rewarded or punished Apple's (AAPL) shares right after its earnings releases based not on the sales it reported for the past quarter, but on what the company said about the quarter to come. Apple tends to "guide conservatively," in the jargon of the trade, which Wall Street often interpreted as a disappointment.
But that MOREPhilip Elmer-DeWitt - Jan 24, 2012 7:24 AM ET
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