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2021-03-01
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Apple Stock: What Wall Street Has Been Saying This Week
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The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.Over the past week, bank analysts have published a number of insightful reports on Apple. Today, the Apple Maven reviews some of the most relevant ones, and recaps Wall Street’s overall sentiment towards the Cupertino company’s stock.Wedbush analyst Dan Ives continues to be Apple’s “bull of bulls”.He ","content":"<p>Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.</p>\n<p>Over the past week, bank analysts have published a number of insightful reports on Apple. Today, the Apple Maven reviews some of the most relevant ones, and recaps Wall Street’s overall sentiment towards the Cupertino company’s stock.</p>\n<p><b>5G super cycle and record valuation</b></p>\n<p>Wedbush analyst Dan Ives continues to be Apple’s “bull of bulls”.</p>\n<p>He published a note on Monday, February 22, stating that the stock should reach $3 trillion market cap by the end of this year – representing an aggressive 43% increase from current levels in just about 10 months.</p>\n<p>Mr. Ives continues to use his channel checks in Asia to support his optimism and Street-high price target of $175 per share, which is primarily justified by the iPhone 12’s ongoing 5G super cycle.</p>\n<p>The analyst also made an interesting remark regarding streaming video. According to him, Apple missed the opportunity to acquire Netflix, several years ago, when it would have been more affordable to do so.</p>\n<p>Now, he thinks Apple needs to acquire a studio to become a more relevant streaming video player:</p>\n<blockquote>\n “We’ve talked about an MGM, a Lionsgate, an A24, otherwise they’re going to continue to sort of be on the outside looking in. And that’s why I think this is something they’re going to be forced into, because it’s all about content.”\n</blockquote>\n<p>I have asked Twitter about Apple’s streaming video strategy. Here is what people have been saying:</p>\n<p><img src=\"https://static.tigerbbs.com/8403d18cc73fcf490a8b11ce06924922\" tg-width=\"755\" tg-height=\"599\"></p>\n<p><b>Streaming video a weak spot</b></p>\n<p>Dan Ives’ concerns over Apple’s position in streaming video was echoed by UBS’ Tim Arcuri, who holds a neutral rating on the stock. According to him:</p>\n<blockquote>\n “Apple TV+ adoption remains a middling offering with just 1 in 4 surveyed noting they have an Apple subscription compared to over 70% for Netflix, 40% for both Disney+ and Hulu and over 50% of Amazon Prime Video.”\n</blockquote>\n<p>I have noted before that, among Apple’s services, only a couple can be considered an undisputed success – iCloud and the App Store among them. The company is a clear underdog in online video and, to some extent, music.</p>\n<p>However, Apple’s service segment continues to perform strongly.I have recently expressed some confidencet hat the division will see revenues double again in the next five years.</p>\n<p><b>More on the EV opportunity</b></p>\n<p>Lastly, Piper Sandler’s Harsh Kumar weighed in on Apple and the electric vehicle opportunity. The analyst, who holds a buy rating on the stock and price target of $160 apiece, thinks that entering the EV market makes sense for the Cupertino company:</p>\n<blockquote>\n “Similar to its other hardware offerings, Apple can enter the market at a time of peak technology disruption while avoiding the risk of forming the market.”\n</blockquote>\n<p>The analyst goes further and tags a dollar amount to the EV opportunity: $50 billion in revenues by 2030. The number may look quite large at first glance, but context is needed here.</p>\n<p>In fiscal 2020, Apple produced nearly $275 billion in sales. At a speculated, compounded top-line growth rate of 5%, total company revenues should reach $450 billion in ten years. At that point, EVs would represent only roughly 10% of the total pie – about the size of the Mac segment today.</p>\n<p>I have warned readers about the pitfalls of justifying an investment in Apple on the back of the EV opportunity. If anything, exuberance in December may have led to the stock jumping too high, too quickly.</p>\n<p>At the end of the day, Apple is still a tech device and consumer services company. In my view, investors should be comfortable with this business model first, before speculating on anything related to the Apple Car.</p>\n<p><b>Where the Street stands</b></p>\n<p>Overall, bank analysts continue to be bullish on Apple.</p>\n<p>The table below shows a “strong buy” consensus rating, out of 25 analysts tracked by Stock Rover. The average price target stands at nearly $150 per share, which represents almost 20% upside opportunity from current levels.</p>\n<p>The recent pullback in Apple’s stock price might make an investment at current levels more appealing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8966e914e5b26c12a3c2347bdba7034b\" tg-width=\"1200\" tg-height=\"1158\"><span>Consensus rating on Apple stock.</span></p>","collect":0,"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>Apple Stock: What Wall Street Has Been Saying This Week</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\">\nApple Stock: What Wall Street Has Been Saying This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 11:23 GMT+8 <a href=https://www.thestreet.com/apple/stock/apple-stock-what-wall-street-has-been-saying-this-week><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.\n...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-what-wall-street-has-been-saying-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-what-wall-street-has-been-saying-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171144271","content_text":"Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.\nOver the past week, bank analysts have published a number of insightful reports on Apple. Today, the Apple Maven reviews some of the most relevant ones, and recaps Wall Street’s overall sentiment towards the Cupertino company’s stock.\n5G super cycle and record valuation\nWedbush analyst Dan Ives continues to be Apple’s “bull of bulls”.\nHe published a note on Monday, February 22, stating that the stock should reach $3 trillion market cap by the end of this year – representing an aggressive 43% increase from current levels in just about 10 months.\nMr. Ives continues to use his channel checks in Asia to support his optimism and Street-high price target of $175 per share, which is primarily justified by the iPhone 12’s ongoing 5G super cycle.\nThe analyst also made an interesting remark regarding streaming video. According to him, Apple missed the opportunity to acquire Netflix, several years ago, when it would have been more affordable to do so.\nNow, he thinks Apple needs to acquire a studio to become a more relevant streaming video player:\n\n “We’ve talked about an MGM, a Lionsgate, an A24, otherwise they’re going to continue to sort of be on the outside looking in. And that’s why I think this is something they’re going to be forced into, because it’s all about content.”\n\nI have asked Twitter about Apple’s streaming video strategy. Here is what people have been saying:\n\nStreaming video a weak spot\nDan Ives’ concerns over Apple’s position in streaming video was echoed by UBS’ Tim Arcuri, who holds a neutral rating on the stock. According to him:\n\n “Apple TV+ adoption remains a middling offering with just 1 in 4 surveyed noting they have an Apple subscription compared to over 70% for Netflix, 40% for both Disney+ and Hulu and over 50% of Amazon Prime Video.”\n\nI have noted before that, among Apple’s services, only a couple can be considered an undisputed success – iCloud and the App Store among them. The company is a clear underdog in online video and, to some extent, music.\nHowever, Apple’s service segment continues to perform strongly.I have recently expressed some confidencet hat the division will see revenues double again in the next five years.\nMore on the EV opportunity\nLastly, Piper Sandler’s Harsh Kumar weighed in on Apple and the electric vehicle opportunity. The analyst, who holds a buy rating on the stock and price target of $160 apiece, thinks that entering the EV market makes sense for the Cupertino company:\n\n “Similar to its other hardware offerings, Apple can enter the market at a time of peak technology disruption while avoiding the risk of forming the market.”\n\nThe analyst goes further and tags a dollar amount to the EV opportunity: $50 billion in revenues by 2030. The number may look quite large at first glance, but context is needed here.\nIn fiscal 2020, Apple produced nearly $275 billion in sales. At a speculated, compounded top-line growth rate of 5%, total company revenues should reach $450 billion in ten years. At that point, EVs would represent only roughly 10% of the total pie – about the size of the Mac segment today.\nI have warned readers about the pitfalls of justifying an investment in Apple on the back of the EV opportunity. If anything, exuberance in December may have led to the stock jumping too high, too quickly.\nAt the end of the day, Apple is still a tech device and consumer services company. In my view, investors should be comfortable with this business model first, before speculating on anything related to the Apple Car.\nWhere the Street stands\nOverall, bank analysts continue to be bullish on Apple.\nThe table below shows a “strong buy” consensus rating, out of 25 analysts tracked by Stock Rover. The average price target stands at nearly $150 per share, which represents almost 20% upside opportunity from current levels.\nThe recent pullback in Apple’s stock price might make an investment at current levels more appealing.\nConsensus rating on Apple stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/366468368"}
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