Apple Stock: Analysts Change Tune, See Strong iPhone Results

TheStreet2021-11-25

Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know. As Apple stock tries to hang ...

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精彩评论

SSVC
2021-11-25
SSVC
Analysts???????
r_o_b
2021-11-25
r_o_b
Like
Akadken
2021-11-25
Akadken
Keep & buy more
IamZhong
2021-11-25
IamZhong
Then is time to sell the other way round?
- xemrunx:
  Like & sell
Tomxx
2021-11-25
Tomxx
Like
Gackky
2021-11-25
Gackky
why they didn’t change itune
- Zero_onezero:
  lil
- Andtendo:
  Yes

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Here is what investors should know.\nAs Apple stock tries to hang ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus","article_id":"1110509260","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1110509260","pubTimestamp":1637798779,"sourceInfo":null,"weMediaInfo":null,"summary":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.As Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.Figure 1: Apple's latest iPhone model, the iPho","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果"},"translate_title":"苹果股票：分析师改弦更张，iPhone业绩强劲","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9},"content_text":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.\nAs Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.\nFigure 1: Apple's latest iPhone model, the iPhone 13.\nToday, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.\niPhone: a contrarian view at first\nFew analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.\nFigure 2: iPhone revenue growth since F19.\nOne of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:\n\n “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”\n\nRecently, Dan Ives called for 80 million iPhone units sold in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.\nSlowly becoming consensus\nNow, other analysts are starting to think that the iPhone will perform well, even in the near term. 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