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Apple's 3 Most Important WWDC Announcements
Tuesday, June 14, 2016 - 7:47am | 357Apple Inc. (NASDAQ: AAPL) began its Worldwide Developers Conference on Monday. Goldman Sachs’ Simona Jankowski maintained a Buy rating for the company, with a price target of $124. The analyst commented that the announcements made at the WWDC were in-line with broader expectations and were...
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Understanding Apple's Installed Base
Thursday, June 2, 2016 - 10:22am | 265Goldman Sachs’ Simona Jankowski mentioned that the iPhone installed base model had been revised to account for the disclosures made by management during the March quarter earnings call. Jankowski maintained a Buy rating on Apple Inc. (NASDAQ: AAPL), while lowering the price target from $...
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Here's Where In The World Goldman Sachs Expects iPhone Sales To Fall
Thursday, June 2, 2016 - 7:46am | 303Goldman Sachs’ Simona Jankowski expects iPhone’s share to decline modestly in the developed markets during CY16. The analyst maintained a Buy rating on Apple Inc. (NASDAQ: AAPL), while lowering the price target from $136 to $124. The analyst mentioned that iPhone shipments were...
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Goldman Lowers iPhone Estimates, Cuts Apple's Price Target By 9%
Thursday, June 2, 2016 - 7:31am | 288Goldman Sachs’ Simona Jankowski mentioned that the estimates for Apple Inc. (NASDAQ: AAPL) had been reduced to reflect lower market growth and lower ASPs. Jankowski maintained a Buy rating on the company, while lowering the price target from $136 to $124. Reasons for Estimate Revisions...
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NetApp's Challenging Fundamentals Have Goldman Still Selling The Stock
Thursday, May 26, 2016 - 8:30am | 300NetApp Inc. (NASDAQ: NTAP) announced its F4Q EPS results and F1Q EPS guidance short of expectations. Goldman Sachs’ Simona Jankowski maintained a Sell rating for the company, while reducing its price target from $24 to $23. NetApp reported its F4Q non-GAAP EPS at $0.55, below GS estimate...
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Goldman: Buyback, Product Cycles Should Help F5 Networks
Thursday, April 21, 2016 - 8:31am | 277F5 Networks, Inc. (NASDAQ: FFIV) reported a mixed quarter, with disappointing sales and an EPS beat. Goldman Sachs’ Simona Jankowski maintained a Neutral rating for the company, while raising the price target from $111 to $119. F5 Networks reported its F2Q sales at $484mn, short of GS and...
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Goldman Looks At This Week's Options Activity In Apple, Seagate And Visa
Wednesday, April 13, 2016 - 7:54am | 715Low earnings expectation, combined with stocks moving more on earnings than on the non-earnings period, makes it more attractive to own options around earnings. Goldman Sachs’ Katherine Fogertey identified three important stocks for which “volatility is most underpriced relative to...
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Goldman On Apple: Street Estimates Will Rise For First Time In 6 Months Off Earnings, Into iPhone 7 Launch
Tuesday, April 12, 2016 - 7:37am | 337Apple Inc. (NASDAQ: AAPL) is scheduled to report its F2Q earnings, ended March 31, on April 25. Goldman Sachs’ Simona Jankowski maintained a Buy rating for the company, with a price target of $155, saying the company is entering an “upward estimate revision cycle.” Goldman...
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The Street Was Surprised By Apple iPhone SE's Price Tag
Tuesday, March 22, 2016 - 1:03pm | 979Following Apple Inc. (NASDAQ: AAPL)'s March event on Monday, the Street was abuzz with chatter related to the unveiled products. According to Piper Jaffray's Gene Munster, the only true surprise from the event was the pricing of the new iPhone SE. Projected starting prices for the...
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150 Million New iPhone Users In 3 Years? Goldman Says SE Should Help Apple Expand In Emerging Markets
Tuesday, March 22, 2016 - 8:38am | 304Goldman Sachs’ Simona Jankowski maintained a Buy rating on Apple Inc. (NASDAQ: AAPL), with a price target of $155. “At a small media event in its Cupertino headquarters, Apple made several product introductions, including the new 4” iPhone SE, the 9.7” iPad Pro, new watch...
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Apple iPhone Demand 'Deteriorated' In Holiday Quarter, New Goldman Survey Says
Tuesday, January 19, 2016 - 10:17am | 296Apple Inc. (NASDAQ: AAPL) shares are rising after positive commentary from Goldman Sachs analyst Simona Jankowski. She holds a $155 price target on the tech giant despite the recent selloff, writing that any weak guidance is likely "priced in" shares. Beyond Goldman's buy thesis,...
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Goldman Sachs Bullish On Apple; Pullback Represents Buying Opportunity As Weak Guidance Is Priced In
Tuesday, January 19, 2016 - 9:25am | 299Apple Inc. (NASDAQ: AAPL) shares are down 8 percent in the last year and are currently trading close to their 52-week low of $92. Goldman Sachs’ Simona Jankowski maintained a Buy rating for the company, with a price target of $155. The recent pullback in Apple’s shares offers...
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The Note Making Waves Today: Goldman Adds Apple To 'Conviction Buy' List
Wednesday, November 18, 2015 - 9:19am | 329The share price of Apple Inc. (NASDAQ: AAPL) have appreciated 3 percent year-to-date, although the shares have been volatile all through the year. Goldman Sachs’ Simona Jankowski has maintained a Buy rating on the company, with a price target of $163. While adding the stock to...
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Goldman Is Still Buying Apple
Wednesday, October 28, 2015 - 9:46am | 280Shares of Apple Inc. (NASDAQ: AAPL) have declined 13.64 percent over the past six months, from a high of $132.65 on April 27. Simona Jankowski of Goldman Sachs has reiterated a Buy rating on the company, while maintaining the price target at $163. The company has reported its F4Q sales...
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Goldman Sees 'Significant' Challenges At HP
Monday, October 26, 2015 - 10:00am | 341The split of Hewlett-Packard Company (NYSE: HPQ) creates two entities - a business-focused company named Hewlett-Packard Enterprises (NYSE: HPE) and a company with the remaining operations named HP, Inc. (NYSE: HPI). Goldman Sachs’ Simona Jankowski initiated coverage of HP Inc. with a...