Barclays analyst Tim Long maintains $Apple (AAPL.US)$ with a sell rating, and maintains the target price at $184.
According to TipRanks data, the analyst has a success rate of 62.2% and a total average return of 13.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Apple (AAPL.US)$'s main analysts recently are as follows:
Post the fiscal Q4 announcement, it was noted that Apple's guide for the December quarter indicates a modest decrease following a satisfactory Q4. The company is projecting revenue growth for Q1 to be in the low to mid single digits on a year-over-year basis, which is slightly below market expectations. It's estimated that Q1 iPhone revenue will see a marginal increase of 1%, aligning with subdued supply chain observations and modest demand for the iPhone 16.
The firm has revised its projections for iPhone revenue, unit sales, and average selling prices - ASPs - for the years 2024-2026 downward. It was noted that the forward earnings multiple applied to the stock is at the upper end of the observed post-COVID range. The new estimates suggest 2024 iPhone revenue to be $200.9 billion compared to the previous $209.1 billion, 2025 revenue at $211.0 billion versus the earlier $226.5 billion estimate, and 2026 revenue forecasted at $223.9 billion down from $238.9 billion. Additionally, the unit forecast for 2024 has been adjusted to 220.2 million from 224.3 million with a reduced ASP, and similar downward revisions for 2025 and 2026 unit estimates and ASPs have been made.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克莱银行分析师Tim Long维持$苹果 (AAPL.US)$卖出评级，维持目标价184美元。
根据TipRanks数据显示，该分析师近一年总胜率为62.2%，总平均回报率为13.3%。
此外，综合报道，$苹果 (AAPL.US)$近期主要分析师观点如下：
在发布财季Q4公告后，注意到苹果公司对12月季度的指引表明，在令人满意的Q4之后将出现轻微下降。公司预计Q1的营业收入增长将在同比基础上低至中位数增长，略低于市场预期。预计Q1的iPhone营收将略微增长1%，与疲软的供应链观察和iPhone 16的适度需求相一致。
该公司已将2024年至2026年的iPhone营收、销量和平均销售价格（ASP）的预测向下修正。注意到对该股票运用的前瞻性盈利倍数位于观察到的COVID后区间的最高端。新的估算表明，2024年iPhone营收为2009亿美元，而之前为2091亿美元，2025年营收为2110亿美元，相比之前的2265亿美元估计有所下降，2026年营收预计为2239亿美元，而之前为2389亿美元。此外，2024年的销量预测已从22430万部调整为22020万部，伴随着较低的ASP，而对于2025年和2026年的销量预测以及ASP也进行了类似的下调。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
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总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
