This Expert Sees Apple Stock Falling 10%

TheStreet2021-08-06

Apple shares remain stuck in the mud following strong fiscal Q3 results. One analyst believes that things will get even worse for the stock before they get better. Applereported very solid fiscal Q3 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Tansri
2021-08-07
Tansri
If it goes up, it’s good for me. If it goes down another 10%, I’ll buy more and it’s even better for me
bzlim
2021-08-06
bzlim
Still gonna buy more when it drops.
- 慢的老人:
  Yes. We should not give too much credence to one "expert" who has negative bias against AAPL
kaido
2021-08-06
kaido
Nice
- Gablcm:
  Yes
- kaido:
  thanks
newbee111
2021-08-06
newbee111
Ok
我很懒惰噢
2021-08-06
我很懒惰噢
Ok
Jenjorjack
2021-08-06
Jenjorjack
Watch the earnings going forward. It is still a good company just not so good a price. Please like comment and follow
- Melvin888:
  No way 10%
- hanlun_97:
  buyy
- Huathk:
  Gd

发表看法

101

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1127725180?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-08-06 09:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1127725180","market":"us","top_or_hot":-1,"title":"This Expert Sees Apple Stock Falling 10%","media":"TheStreet","content":"<div>\n<p>Apple shares remain stuck in the mud following strong fiscal Q3 results. One analyst believes that things will get even worse for the stock before they get better.\nApplereported very solid fiscal Q3 ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/this-expert-sees-apple-stock-falling-10\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Expert Sees Apple Stock Falling 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Expert Sees Apple Stock Falling 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/this-expert-sees-apple-stock-falling-10><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares remain stuck in the mud following strong fiscal Q3 results. One analyst believes that things will get even worse for the stock before they get better.\nApplereported very solid fiscal Q3 ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/this-expert-sees-apple-stock-falling-10\">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":null,"symbol_name":null,"start_time":0,"source_url":"https://www.thestreet.com/apple/news/this-expert-sees-apple-stock-falling-10","article_id":"1127725180","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1127725180","pubTimestamp":1628211788,"sourceInfo":null,"weMediaInfo":null,"summary":"Apple shares remain stuck in the mud following strong fiscal Q3 results. One analyst believes that t","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"这位专家认为苹果股票下跌10%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9},"content_text":"Apple shares remain stuck in the mud following strong fiscal Q3 results. One analyst believes that things will get even worse for the stock before they get better.\nApplereported very solid fiscal Q3 numberson July 27, zipping past Wall Street’s most optimistic estimates once again. But as Apple stock failed to get traction after earnings season, not all analysts seem convinced that robust past performance will translate into higher share price.\nTake Bernstein Toni Sacconaghi, for instance. The Apple skeptic, who has a hold rating on the stock and price target of $132 apiece,believes that AAPL has 10% downside from current levels. The Apple Maven explores the reasons why shares might dip this much.\nFigure 1: Apple logo sign from an Apple store.\nThe case for a 10% loss\nToni begins his argument by recognizing that the bar had been set too high ahead of earnings season. This is reasonable, as Apple appreciated about 20% in the two months leading to its earnings day. Other Big Tech companies experienced similar “sell the news” pressure after reporting robust financial results –think of Microsoft(MSFT), for example.\nBut the analyst’s concerns do not end here. According to him, there is a belief on the Street that things cannot get much better for the Cupertino company. Apple will start facing very tough comps starting now (see chart below) while dealing with supply chain challenges, and growth deceleration is all but a certainty at this point.\nThe analyst thinks that revenue should be lighter than expected going forward and the iPhone, weaker through the next year. Apple is certainly more about services today than it used to be, but the iPhone remains a crucial component of the ecosystem.\nFigure 2: Apple's total revenue growth.\nMr. Sacconaghi also thinks that valuations have stretched too thin. Historically, AAPL has been valued at a discount to the market. Today, the stock trades eight turns higher on a trailing twelve-month P/E basis, at 29 times earnings.\nTo be clear, Bernstein’s analyst believes that Apple deserves to be valued higher than the S&P 500 now, given the growth in the higher-margin and recurring revenue service businesses. But he questions how much is too much. The analyst thinks that a fair earnings multiple would be around 25 times.\nThe Apple Maven’s take\nIn my view, Bernstein’s analyst raises a few important points. Apple stock rallied ahead of earnings, which may explain a period of share price consolidation, even after strong earnings. It is also undeniable that comps will be very hard to beat immediately before, during and just after the 2021 holiday season.\nBut I am not too concerned about the other points that Toni has raised. On valuation,I side with Wedbush’s Dan Ives in thinking that relying on P/E alone can be tricky. Apple stock has probably been re-rated for higher growth (5G cycle, wearables, mixed reality, Apple Car) and heavier service mix leading to stickier revenues and better margins.\nAs AAPL hovers within two percentage points of its all-time high, I understand that investors should not expect outsized returns in the next 12 to 18 months. But I continue to find the stock a good buy-and-hold investment for the long term.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":893437014,"gmtCreate":1628294874938,"gmtModify":1633751959669,"author":{"id":"3577406038476249","authorId":"3577406038476249","name":"Tansri","avatar":"https://static.tigerbbs.com/281e15019b751acf6992d8219736b9dd","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3577406038476249","idStr":"3577406038476249"},"htmlText":"If it goes up, it’s good for me. If it goes down another 10%, I’ll buy more and it’s even better for me&nbsp;","listText":"If it goes up, it’s good for me. If it goes down another 10%, I’ll buy more and it’s even better for me&nbsp;","text":"If it goes up, it’s good for me. If it goes down another 10%, I’ll buy more and it’s even better for me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893437014","repostId":1127725180,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":899798105,"gmtCreate":1628213912607,"gmtModify":1633752553506,"author":{"id":"3572436349218639","authorId":"3572436349218639","name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3572436349218639","idStr":"3572436349218639"},"htmlText":"Still gonna buy more when it drops.&nbsp;","listText":"Still gonna buy more when it drops.&nbsp;","text":"Still gonna buy more when it drops.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899798105","repostId":1127725180,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5442933,"gmtCreate":1628218948336,"gmtModify":1631896688709,"authorId":3582028884093480,"author":{"id":3582028884093480,"idStr":"3582028884093480","authorId":3582028884093480,"name":"慢的老人","avatar":"https://static.tigerbbs.com/d8809bb976396889eb133162af0901b8","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":899798105,"type":1,"supId":0,"prevId":0,"content":"Yes. We should not give too much credence to one \"expert\" who has negative bias against AAPL","text":"Yes. We should not give too much credence to one \"expert\" who has negative bias against AAPL","html":"Yes. We should not give too much credence to one \"expert\" who has negative bias against AAPL"}],"langContent":"EN"},{"id":899705025,"gmtCreate":1628213574367,"gmtModify":1633752559716,"author":{"id":"3574926290820486","authorId":"3574926290820486","name":"kaido","avatar":"https://static.tigerbbs.com/b3866436a9d4f9acaf05b97581f52f9d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574926290820486","idStr":"3574926290820486"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899705025","repostId":1127725180,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5442216,"gmtCreate":1628214570704,"gmtModify":1635158829587,"authorId":3575234021908444,"author":{"id":3575234021908444,"idStr":"3575234021908444","authorId":3575234021908444,"name":"Gablcm","avatar":"https://static.tigerbbs.com/c74534439efb63d24fa3da74d69426cb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":899705025,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"},{"id":5443239,"gmtCreate":1628220711874,"gmtModify":1635158742691,"authorId":3574926290820486,"author":{"id":3574926290820486,"idStr":"3574926290820486","authorId":3574926290820486,"name":"kaido","avatar":"https://static.tigerbbs.com/b3866436a9d4f9acaf05b97581f52f9d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":899705025,"type":1,"supId":5442216,"prevId":0,"content":"<u>thanks</u>","text":"<u>thanks</u>","html":"<u>thanks</u>"}],"langContent":"EN"},{"id":899445473,"gmtCreate":1628212821692,"gmtModify":1633752575143,"author":{"id":"3573939677876063","authorId":"3573939677876063","name":"newbee111","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3573939677876063","idStr":"3573939677876063"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899445473","repostId":1127725180,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":899446034,"gmtCreate":1628212702128,"gmtModify":1633752577155,"author":{"id":"3583757299776757","authorId":"3583757299776757","name":"我很懒惰噢","avatar":"https://static.tigerbbs.com/c8154cfcb764b658e710cc08e7ee30a5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583757299776757","idStr":"3583757299776757"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899446034","repostId":1127725180,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":899443976,"gmtCreate":1628212521095,"gmtModify":1633752579183,"author":{"id":"3554873215379647","authorId":"3554873215379647","name":"Jenjorjack","avatar":"https://static.tigerbbs.com/d9d4687aa5519f0d2fb1b18f916be861","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3554873215379647","idStr":"3554873215379647"},"htmlText":"Watch the earnings going forward. It is still a good company just not so good a price. Please like comment and follow&nbsp;","listText":"Watch the earnings going forward. It is still a good company just not so good a price. Please like comment and follow&nbsp;","text":"Watch the earnings going forward. It is still a good company just not so good a price. Please like comment and follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/899443976","repostId":1127725180,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5441811,"gmtCreate":1628212668655,"gmtModify":1635158869001,"authorId":3577938728188071,"author":{"id":3577938728188071,"idStr":"3577938728188071","authorId":3577938728188071,"name":"Melvin888","avatar":"https://static.tigerbbs.com/1f7e36200d6d8c6159f6d35c041d8e3e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":899443976,"type":1,"supId":0,"prevId":0,"content":"No way 10%","text":"No way 10%","html":"No way 10%"},{"id":5441827,"gmtCreate":1628212745801,"gmtModify":1635158867658,"authorId":3573629317436641,"author":{"id":3573629317436641,"idStr":"3573629317436641","authorId":3573629317436641,"name":"hanlun_97","avatar":"https://static.tigerbbs.com/8d6cf21cdd6872d6a910bdfa9c913bb8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":899443976,"type":1,"supId":5441811,"prevId":0,"content":"<u>buyy</u>","text":"<u>buyy</u>","html":"<u>buyy</u>"},{"id":5444732,"gmtCreate":1628234220811,"gmtModify":1635158620905,"authorId":3573472992263411,"author":{"id":3573472992263411,"idStr":"3573472992263411","authorId":3573472992263411,"name":"Huathk","avatar":"https://static.tigerbbs.com/43c7168c646d9ea6805194ed0003f1cc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":899443976,"type":1,"supId":0,"prevId":0,"content":"Gd","text":"Gd","html":"Gd"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":101,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1127725180"}