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You Searched For "Katy Huberty" and got 20 results


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1 min read

More data suggests that the next iPhone could cost a whole lot

The "supercycle [is] not reflected in consensus iPhone shipments," Huberty writes. "Our upgrade ana…

Kif Leswing   


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2 mins read

Morgan Stanley just downgraded Apple - and it reveals a growing complaint among analysts

"As a result, we believe Apple will accelerate repurchases to an annual rate of $80B in FY18-FY19, …

Kif Leswing   


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1 min read

Apple keeps setting record highs as Morgan Stanley predicts future iPhone with 'longer battery life'

In addition to more modest updates to current iPhone SKUs, we expect Apple to launch a higher price…

Kif Leswing   


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2 mins read

MORGAN STANLEY: Apple's iPhone X could steal nearly $30 billion in holiday spending from other companies

Morgan Stanley's Apple analyst Katy Huberty is predicting a "supercycle" of customers upgrading to …

Seth Archer   


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2 mins read

One Wall Street bank doesn't care that the next iPhone will be delayed

Huberty thinks the new iPhone will be huge for Apple. It's the first phone in three years that will…

Seth Archer   


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4 mins read

These six patents may shed light on the possible key features of Apple's car - from concealed touch controls to holographic images

Apple filed patents with the USPTO for concealed touch controls, holographic images on windshields,…

Kevin Shalvey   


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2 mins read

Apple is rising ahead of its earnings report

"China smartphone activation data points to a reversal in Apple share trajectory with losses throug…

Graham Rapier   


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4 mins read

Apple's App Store downloads went into decline, possibly for the first time ever

Huberty remained upbeat in her note, because total services and app revenue are still growing at Ap…

Jim Edwards   


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3 mins read

IBM's stock just surged almost 10%, and Morgan Stanley thinks the company is at an 'inflection' point

IBM's third quarter results could mark an "inflection" point, Morgan Stanley financial analyst Katy…

Becky Peterson   


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2 mins read

Apple is reportedly asking the Trump administration not to impose tariffs on parts for the new Mac Pro

The report, which cites public filings posted by the Office of US Trade Representative, indicates t…

Lisa Eadicicco   


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1 min read

Morgan Stanley cuts Apple estimates and predicts an iPhone 7 sales slump for 2017

The "supercycle" is an Apple investment thesis that is now widely discussed by Wall Street analysts…

Kif Leswing   


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6 mins read

We talked to the most bullish Apple analyst on Wall Street about the iPhone 8, AR and China

Let me give an example. Apple in June launched ARKit. Apple will launch smartphones in September th…

Graham Rapier   


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2 mins read

Apple's customer base still has a 'long runway for growth'

With iPhone sales growth slowing down, some Wall Street analysts are calling this the end of an era…

Kimberly Chin   


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2 mins read

10 things you need to know before the opening bell

Here is what you need to know.Matt Debord/Business Insider

Jonathan Garber   


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2 mins read

Millennial investors are gobbling up shares of Apple ahead of earnings

"AAPL significantly plunged since chip provider TSM announced disappointing earnings, blaming weak…

Graham Rapier   


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3 mins read

China is a huge reason to be bullish on Apple, says Morgan Stanley

Credit Suisse analysts on Monday wrote that they believe that iPhone X production has been slashed …

Kif Leswing   


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3 mins read

President Trump just took the China trade war to a new level, and it could be a 'gut punch' for Apple, analyst says

Reports from Bloomberg and The Wall Street Journal had also suggested that Apple was planning to mo…

Lisa Eadicicco   


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3 mins read

Morgan Stanley on Apple: This company will be competing in markets worth $3.4 trillion

She says that by 2020, Apple's products will have a "total addressable market" of $3.4 trillion. In…

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3 mins read

MORGAN STANLEY: iPhone sales will drop in 2016 for the first time ever

Morgan Stanley is predicting revenue growth of 2% in FY2016, down to the Apple Watch and other new …

Rob Price   


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3 mins read

Wall Street is worried that the US-China trade war could drive up iPhone prices, which is the last thing Apple needs right now

Apple largely relies on its Foxconn plant located in China for its iPhone production. But the compa…

Lisa Eadicicco