Morgan Stanley analyst Erik Woodring maintains $Apple (AAPL.US)$ with a buy rating, and maintains the target price at $273.
According to TipRanks data, the analyst has a success rate of 59.6% and a total average return of 2.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Apple (AAPL.US)$'s main analysts recently are as follows:
Post fiscal Q4, it's indicated that Apple's guidance for the December quarter has been modestly adjusted downward following a 'decent' Q4 performance. The expectation set forth by the company is for Q1 revenue to experience a low to mid-single-digit percentage increase on a year-over-year basis, which slightly lags behind market expectations. It is estimated that Q1 iPhone revenue will see a marginal rise, aligning with the observed softer supply chain dynamics and consumer demand for the iPhone 16.
The firm has revised its projections for iPhone revenue, unit sales, and average selling prices (ASPs) for the years 2024 to 2026. These adjustments reflect a more conservative stance, as the firm's updated forecasts suggest lower revenues and unit sales than previously anticipated. Specifically, the firm now anticipates iPhone revenues to reach $200.9 billion in 2024, as opposed to the earlier estimate of $209.1 billion; $211.0 billion in 2025, down from $226.5 billion; and $223.9 billion in 2026, compared to the prior forecast of $238.9 billion. Additionally, the firm has adjusted its unit sales expectations, with a 2024 forecast of 220.2 million units at an ASP of $912, down from 224.3 million units at $932; for 2025, a projection of 226 million units at an ASP of $934, decreased from 241.2 million units at $939; and for 2026, the firm sees 240 million units at an ASP of $933, compared to the previous estimate of 247 million units at $967.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析师Erik Woodring维持$苹果 (AAPL.US)$买入评级，维持目标价273美元。
根据TipRanks数据显示，该分析师近一年总胜率为59.6%，总平均回报率为2.0%。
此外，综合报道，$苹果 (AAPL.US)$近期主要分析师观点如下：
第四财季结束后，有迹象表明，继第四季度业绩 “不错” 之后，苹果12月季度的预期已适度向下调整。该公司设定的预期是，第一季度收入将同比增长低至中等个位数，略微落后于市场预期。据估计，第一季度iPhone收入将略有增长，这与观察到的供应链动态疲软以及消费者对iPhone 16的需求一致。
该公司已经修改了对2024年至2026年的iPhone收入、单位销售和平均销售价格（ASP）的预测。这些调整反映了更为保守的立场，因为该公司最新的预测表明，收入和单位销售额低于先前的预期。具体而言，该公司现在预计iPhone的收入将在2024年达到2,09亿美元，而之前的估计为2091亿美元；2025年为2,110亿美元，低于2,265亿美元；到2026年将达到2,239亿美元，而之前的预测为2389亿美元。此外，该公司调整了其销量预期，预计2024年为22020万套，平均售价为912美元，低于22430万套，为932美元；2025年，预计销售额为22600万套，低于24120万套，为939美元；该公司预计2026年为24000万套，每股售价为933美元，而之前的估计为24.33美元。700万台，售价967美元。
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