From a note to clients by analyst Katy Huberty that landed on my desktop Friday morning.
Read More Morgan Stanley: Apple at $108 is a 'compelling entry point'
As for the fight with Epic games, it's a "minor" $5M headwind, says analyst Katy Huberty.
Read More Morgan Stanley: As Apple's revenue per app grew, Google's shrank
But nine U.S. stores have reopened in the past week, and 14 more are set to do so in the next seven days.
Read More Morgan Stanley: The U.S. accounts for 9 out of 10 shuttered Apple Stores
"The stock has further room to run." — Katy Huberty
Read More Morgan Stanley raises Apple target $89 to Street-high $520
First came the $400 iPhone SE. Now comes a flood of $200 to $400 trade-in models.
Read More Morgan Stanley: How cheap, second-hand iPhones will grow Apple's market share
No Apple analyst tracks institution investments more diligently than Katy Huberty.
Read More Morgan Stanley: Why institutional investors are flocking to Apple
Five ways Katy Huberty is bullish on Apple
5 years ago
5 years agoFrom a note to Morgan Stanley clients that landed on my desktop Friday morning.
The increasingly diversified company has proved to the Street that it deserves its new multiples, says analyst Katy Huberty.
The iPhone's strong resale value—and the company's increasingly popular trade-in program—give Apple a sustainable competitive advantage.
Read More Morgan Stanley's Katy Huberty raises Apple target $79 to $419
When analyst Katy Huberty on CNBC Friday mentioned her $468 bull case on Apple, this is what she meant.
Read More Apple: Decoding Morgan Stanley's Bull, Base and Bear cases
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