The day Apple landed in Gauna
Why did one of the world's fastest growing tech companies fall twice as fast as the market? Boy. You leave town for one day and -- if you'll forgive an expression Elmore Leonard warns writers never to use -- all hell breaks loose. Of course, with Japan's nuclear plants burning and the Dow dropping 242...
Is Apple the Rodney Dangerfield of tech companies?
One of Wall Street's better analysts wonders why the stock don't get no respect "Why does the market dislike Apple?" asks Oppenheim's Yair Reiner in a note to clients issued Monday. "It typically grants companies with 70% EPS growth and plenty of runway a premium valuation. Apple is valued at 14x (ex-cash)—like the S&P." Reiner...
Oppenheimer raises AAPL target to $345. Apple 'not too big to blow it out'
But the fact that investors expect a Verizon iPhone in early 2011 makes its analyst nervous In a note to clients issued early Friday, Oppenheimer's Yair Reiner addresses the yawning disconnect between Apple's (AAPL) fundamentals -- the underlying strength of its business -- and its share price. "Apple's stock has performed admirably this year (up...
Analysts weigh in on the new Apple TV
Steve Jobs' latest iteration of the set-top box gets mixed-positive reviews on Wall Street Piper Jaffray's Gene Munster: We see the new Apple TV as a meaningful change in Apple's efforts in the digital living room. The addition of new content, such as Netflix, in combination with the $99 price (down from $229), will drive...
Who buys Apple's $18+ billion quarter?
Analysts either don't believe Apple's revenue guidance, or they're deliberately low-balling it Anybody who follows its earnings reports can tell you that Apple (AAPL) guides conservatively, under-estimating its forward-looking numbers to demolish them at the end of the quarter. Only once in the past 23 quarters -- in the summer of 2006 -- did it...
Earnings Smackdown: The best and worst Apple analysts
The bloggers beat the pros once again this quarter, but not quite as handily as before The professional analysts who track Apple (AAPL) for banks and brokerage houses may have been surprised by the $15.7 billion in revenue the company reported Tuesday -- an all-time record for Apple in what is traditionally one of its...
First day sales: 1.5 million iPhone 4s?
According to one analyst, Apple has blown past all previous launch-day records "Guessing launch day iPhone sales," writes Oppenheimer's Yair Reiner in a note to clients issued Friday, 'has become something of a national sport, a bit like guessing whether Punxsutawney Phil will see his shadow." But that doesn't stop him from playing the game....
Apple talks tough to handset makers
The HTC lawsuit capped blunt talks that have reportedly shaken their faith in Google
Oppenheimer's Yair Reiner issued a behind-the-scenes report Tuesday that sheds a lot of light on the patent suits Apple (AAPL) filed last week against HTC, the Taiwanese smartphone maker.
Citing "industry checks," Reiner writes that:
"Starting in January, Apple launched a series of C-Level...
Apple tablet set for spring launch?
Production is starting and should hit mass-market stride in February, says an analyst
"The manufacturing cogs for the tablet are creaking into action," writes Oppenheimer's Yair Reiner in a note to clients issued Wednesday morning.
According to his supply chain sources, Apple (AAPL) appears to be gearing up to build as many as 1 million tablet computers...
Will iPhone sales disappoint investors?
Production "hiccups" may depress next week's earnings, warns one analyst
Compared with the increasingly sunny predictions streaming from his competitors, the note Oppenheimer's Yair Reiner sent clients Friday morning was something of a buzz kill.
"We believe Apple could report in line to slightly disappointing [fiscal fourth quarter] revenue," he wrote, advising investors to hold off buying...
