From "Cramer’s Stop Trading: Apple" which aired Tuesday on CNBC.
Read More Jim Cramer: It was Foxconn, not Huberty, that drove Apple's shares yesterday
From "Apple, Qualcomm in focus as Morgan Stanley says smartphone recovery 'not yet priced in'" posted Tuesday by Seeking Alpha.
"The Path to Over $3 Trillion of Market Cap Is Cheaper Than a Cup of Coffee." -- Team Woodring
Read More Eric Woodring, the new Katy Huberty, takes a deep dive into Apple
Morgan Stanley cuts Apple target $5 to $180
3 years ago
3 years ago"Apple remains a near-term bull/bear battleground and we aren't pounding the table into earnings, but remain OW as a flight-to-quality/best of breed name in a downturn." -- Analyst Katy Huberty
From a note to Morgan Stanley clients that landed on my desktop Tuesday.
Read More Katy Huberty: Apple App Store growth decelerated in June -- mostly in China
"As of May 2022, Apple posted its 21st consecutive month of Y/Y IB share gains in China." -- Analyst Erik Woodring.
Read More Morgan Stanley: iPhone Outperforms in China, App Store Growth Slows
Sounds like Huberty is reacting to macro trends, and not anything Apple has done.
Read More Morgan Stanley's Katy Huberty cut her Apple price target $10 to $185
"April App Store Accelerates To +8% Y/Y With Green Shoots Emerging"
Katy Huberty: Beware Apple's guidance3 years ago
3 years ago"We expect more cautious Jun Q commentary due to China COVID lockdowns but would buy any weakness ahead of product launch catalysts later this yr."
"Could we be on the verge of a transition from shipments and ASPs to installed base monetization? We think so."
Read More Katy Huberty: Apple's days of $1-a-day may be numbered
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