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Buy:Sell is 15:1 The analyst consensus price target sits at $297.46, with 31 Buy ratings against just 2 Sell ratings across 48 analysts. Both Citi and Morgan Stanley sit above consensus at $315, signaling above-average…
Second call for EPS $2.00 Goldman Sachs is pushing back on negative sentiment surrounding Apple ahead of its second-quarter earnings, arguing that the stock’s recent underperformance reflects fears that do not match the…
I keep holding out that this is not a problem Apple’s MacBook Neo has been a huge hit, and it’s still in high demand over a month after it launched. The MacBook Neo is just $599, and with PC makers raising prices…
Counterpoint says 20% and -4% China smartphone shipments fell 3.3% in Q1 2026 to 69M units, with Huawei and Apple driving premium demand despite rising costs and supply constraints. Source: IDC Separately, CounterPoint…
Bitchin’ ain’t Switching SellCell’s Smartphone Loyalty Survey 2026 shows iPhone and Android loyalty at record highs, but Android users still switch more. Key findings Source: SellCell.com Blog NB: I did a deep dive into…
Counting satellites and subscribers Amazon said on Tuesday that it’s agreed to acquire satellite company Globalstar, a major step for the e-commerce business as it works to build out a space-based Wi-Fi service through…
Apple growing at double market rate. According to the latest research from Omdia, total shipments of desktops, notebooks, and workstations in 1Q26 increased by 3.2% year-over-year to 64.8 million units. Notebooks…
Q2 forecast update BofA raised the firm’s price target on Apple to $325 from $320 and keeps a Buy rating on the shares ahead of fiscal Q2 earnings due after market close on Thursday, April 30. The firm, which sees upside…
Pay attention to the quiet ones Interviewed by Hansen Hsu on 2023-09-20 in Mountain View, CA Serlet joined Xerox PARC’s Computer Science Laboratory in 1984, working in the Cedar/Mesa programming language and development…
Antler tipping doom denial. The MacBook Neo is turning the whole PC world on its head. Tip o’ the antlers to Horace [Dediu], who says: …a doubling of the Mac user base is certainly a worthy and achievable goal over the…
