Katy Huberty

Investors assuming Apple Inc. (NASDAQ: AAPL) won't make money on its soon-to-be-launched streaming video business are mistaken, according to Morgan Stanley. The Analyst Katy Huberty maintained an Overweight rating on Apple's stock with a price target lifted from $247 to $289. The...

IBM (NYSE: IBM) shares tumbled 6% on Thursday after the company missed consensus revenue expectations and reported its fifth consecutive quarter of negative sales growth. Third-quarter revenue was down 4% from a year ago, but IBM’s recently closed Red Hat acquisition was a silver lining. Red...

Hewlett Packard Enterprise Co (NYSE: HPE) reported stronger margins with earnings beating the Street by a nickel per share, but weaker revenue and questions about the sustainability of margin expansion led Morgan Stanley to warn shares are likely to trade lower in the near term. The Analyst Morgan...

HP Inc (NYSE: HPQ) reported a "quarter of bad news," according to Morgan Stanley. The Analyst Morgan Stanley analyst Katy Huberty maintains an Equal-weight rating on HP with a price target lowered from $23 to $21. Wells Fargo analyst Aaron Rakers maintains at Market Perform, price target...

NetApp Inc. (NASDAQ: NTAP) reported fiscal first-quarter results, which beat analyst expectations but NetApp CEO George Kurian acknowledged he's disappointed with the revenue performance -- a sentiment shared by some Street analysts. The Analysts Wells Fargo analyst Aaron Rakers maintains a...

Smart speaker maker Sonos Inc. (NASDAQ: SONO) posted a strong third-quarter beat Wednesday, but investors aren’t hearing how good things sound for the growing company, sell-side analysts said. The company’s new partnership with Ikea, which will sell Sonos connected speakers, and...

Fitbit Inc (NYSE: FIT) reported second-quarter results highlighted by a poor performance of the Versa Lite. Management also lowered full-year guidance and provided a disappointing outlook to the third quarter. The stock plummeted more than 20% Thursday morning, hitting an all-time low of $3.27 per...

Apple Inc (NASDAQ: AAPL) impressed analysts with revenue from iPhone sales and a return to growth in China, although both figures came in lower than last year. Apple reported total revenues of $53.8 billion, beating Wall Street's $53.3 billion estimate. Earnings per share of $2.18 beat the...

IBM (NYSE: IBM) reported second-quarter results, which one analyst praised for showing growth in important areas while another said cloud revenue was a "real weak spot." The Analysts KeyBanc's Arvind Ramnani maintains at Sector Weight. Morgan Stanley's Katy Huberty doesn'...

Apple Inc. (NASDAQ: AAPL)’s response to increased competition and slowing iPhone sales is about the apps, analysts said after the company’s Worldwide Developers Conference presentation. Most of the news out of Monday's conference was about unique software features and making things...

Dell Technologies Inc (NYSE: DELL) shares plunged more than 12 percent on Friday after the company reported mixed first-quarter earnings. Dell reported adjusted EPS of $1.45, exceeded consensus analyst estimates of $1.16. Revenue of $21.9 billion was up 3 percent from a year ago, but came up short...

Apple, Inc. (NASDAQ: AAPL) has taken a beating in the month of May on concerns a breakdown in U.S. trade relations with China could leave Apple exposed to a potential boycott in China. Two analyst said Thursday Apple’s seems to have steered clear of trade war disruption up to this point, but...

While poor results from storage companies indicate a market slowdown, recent Morgan Stanley channel checks highlight stiffening competition. Given this backdrop, the turnaround at Nutanix Inc (NASDAQ: NTNX) could be delayed by two to three quarters, the sell-side firm said in a Tuesday downgrade...

Apple, Inc. (NASDAQ: AAPL) stock is down 6.2 percent in the past five trading sessions as investors become increasingly concerned the tech giant could get caught in the crosshairs of the escalating trade war between the U.S. and China. Not only does Apple assemble its iPhones in China, it also...

Fitbit Inc (NYSE: FIT) reported first-quarter results that came in better than expected, highlighted by growth in devices sold but a drop in average selling price. Here's how two analysts reacted to the print. Morgan Stanley: Margin Ramp Concerns Fitbit reported a beat across multiple metrics,...