Better-than-expected iPhone 7 sales, she says, are already priced into the stock. Morgan Stanley's Katy Huberty has added her voice to the chorus of analysts reacting to…
Analysts struggle to read the Apple tea leaves. Is the iPhone 7 hot or not? Two weeks after the new models went on sale, analysts are still trying to reconcile…
Read More Apple: Is the iPhone 7 still doing better than the 6s?
Two self-inflicted wounds. In a note to clients Monday, Morgan Stanley's Katy Huberty reiterated her estimate that Apple will sell $71.8 billion worth of iPhones this Christmas, down from $75.9 billion in 2015—a…
Read More Brexit and Jackgate threaten Apple's Christmas sales
According to new Morgan Stanley research, customers are still talking about buying a new smartphone every two years. Smartphones aren't headed for a three-year cycle, says…
Read More Apple: Katy Huberty calls BS on the three-year cycle
Morgan Stanley is bullish on the Apple car
9 years ago
9 years ago"Shared mobility" will be bigger than the iPhone, says Katy Huberty, and Apple has bet the company on it. Imagine an Uber fleet of self-driving Teslas. That's where the…
"If Apple chooses to launch a car," writes Katy Huberty, "it can go to market as hardware-as-a-service instead of through traditional dealerships." Five days later, Wall…
Read More Morgan Stanley: Apple's $1B in Didi could be transformative
Music to Apple investors' ears. Good morning!" began Katy Huberty's cheery e-mail to clients first thing Tuesday, "We're seeing surprising upside to iPhone demand." "Our AlphaWise…
Read More Morgan Stanley Sees 'Surprising Upside' in iPhone Demand
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