Katy Huberty

Apple Inc. (NASDAQ: AAPL) reported strong fiscal-year fourth quarter results Thursday, although iPhone revenues came in softer than expected. The Apple Analysts: Wedbush analyst Daniel Ives maintained an Outperform rating on Apple with a $150 price target. Credit Suisse analyst Matthew Cabral...

Apple Inc. (NASDAQ: AAPL), the first U.S. company to hit the $2-trillion market cap landmark, is scheduled to report its fiscal year 2020 fourth-quarter results Thursday, Oct. 29, after the market close. Q4 Expectations For Apple: Analysts, on average, estimate Apple to report earnings per share...

Apple unveiled its new smart speaker and four new iPhone12 models at the “Hi, Speed” Apple Event Tuesday, and analysts are out with updates based on the new phones and smart speaker. Analysts on iPhone Estimates: BofA Securities analyst Wamsi Mohan projects that Apple Inc. (...

Even as Apple Inc.'s (NASDAQ: AAPL) shares are hovering around all-time highs, Wall Street analysts see the scope for further upside. The Apple Analysts: Wedbush analyst Daniel Ives maintained an Outperform rating for Apple shares with a $515 price target.  Morgan Stanley...

PC maker Dell Technologies Inc (NYSE: DELL) confirmed speculation Wednesday regarding plans to spinoff VMware, Inc. (NYSE: VMW), in which it holds an 81% stake, sending Dell shares higher. What Happened: Dell said the spinoff could benefit shareholders of both companies, team members,...

Improving adoption of Apple Inc’s (NASDAQ: AAPL) iPhone trade-in programs creates a sustainable competitive advantage for the company, according to Morgan Stanley. The Apple Analyst: Katy Huberty maintained an Overweight rating on Apple and raised the price target from $340 to $419. The...

Data from Sensor Tower points to Apple Inc. (NASDAQ: AAPL) growing its App Store net revenue by 39% year-over-year in May, and this trend bodes well for the stock, according to Morgan Stanley. The Apple Analyst Katy Huberty maintained an Overweight rating on Apple and lifted the price...

Whether Tesla Inc (NASDAQ: TSLA) should be valued as a car company or tech company is still up for debate in the investment community. But recent trends have sent Morgan Stanley’s Adam Jonas seeking advice from his Apple Inc. (NASDAQ: AAPL) colleagues. Apple's market cap sits...

Apple Inc.'s (NASDAQ: AAPL) fiscal second-quarter results bolstered hopes for a coronavirus recovery. Despite supply chain disruption, store shutdowns and declines in demand, the company’s $58.3 billion revenue and $2.55 bottom line beat first-quarter forecasts of $54.8 billion and $2.24...

The iPhone is back. Apple Inc. (NASDAQ: AAPL) posted record revenue on a return to strength in sales of its signature smartphone, returning to profit growth in the first quarter after several quarters of slumping sales that had many wondering whether the iPhone had peaked and Apple might need to...

IBM (NYSE: IBM) reported better-than-expected fourth-quarter results and also issued upbeat earnings forecast for fiscal year 2020. This is a turnaround from the third quarter, when it missed the consensus revenue estimate. The Analysts BofA Securities analyst Wamsi Mohan reiterated a Buy rating...

International Business Machines Corporation (NYSE: IBM) is now less likely to generate long-term revenue growth without a meaningful shift in its portfolio, according to Morgan Stanley. The IBM Analyst Katy Huberty downgraded IBM from Overweight to Equal-Weight and reduced the price target from $...

Meetings with Seagate Technology’s (NASDAQ: STX) top management increased the confidence in sustainable multiple expansion, given the company’s mix shift toward higher growth mass capacity HDDs (hard disk drives) and brighter prospects for cloud capital expenditure, according to Morgan...

Apple Inc. (NASDAQ: AAPL) shares traded higher by 2% on Thursday after the company beat earnings and revenue expectations in the fiscal fourth quarter and guided for better-than-expected sales in the critical holiday quarter. Apple reported 18% Services segment growth and 54% revenue growth in...

Shares of Fitbit Inc (NYSE: FIT) gained about 30% Monday following an M&A report and the company "could possibly be attractive" to a buyer, according to Morgan Stanley. The Analyst Morgan Stanley's Katy Huberty maintains an Underweight rating on Fitbit's stock with a $3....