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The Effect Of iPhone X Churn On Component Suppliers: BlueFin Research Identifies Winners, Losers
Monday, April 2, 2018 - 2:35pm | 764Apple Inc. (NASDAQ: AAPL) is facing some difficulty in selling its latest iPhone device which has broad implications across the company's entire ecosystem, according to BlueFin Research Partners. The Analysts BlueFin Research Partners' John Donovan and Steve Mullane. The Thesis...
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How To Trade The Apple Supply Chain, According To Bernstein
Tuesday, February 27, 2018 - 12:02pm | 455The big Apple Inc. (NASDAQ: AAPL) makes big ripples when it drops a new product in the market — and those in the company's inner circle see big returns. But one research firm said the Apple earnings effect will soon be more discrete and more discriminate, with few winners....
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6 Cobalt Stocks To Watch Amid Reports Apple Is In The Market To Buy The Metal Directly
Wednesday, February 21, 2018 - 2:43pm | 465Apple Inc. (NASDAQ: AAPL) has a track record of cutting out the middleman and taking control of its supply chain, and Bloomberg reports that Apple is now in talks to buy cobalt directly from miners. Fears over a potential cobalt shortage driven by increasing battery demand from electric...
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Needham: Cirrus Logic Investors Should Wait For Clarity On iPhone Numbers, Non-Apple Business
Tuesday, February 6, 2018 - 12:28pm | 446Cirrus Logic, Inc. (NASDAQ: CRUS) disappointed investors on Monday with a revenue-and-EPS miss in its fiscal third-quarter 2018 report and full-year sales guidance below the Street's estimates. The Analyst Needham's Rajvindra Gill downgraded Cirrus Logic's stock rating from Buy to...
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Bank Of America Upgrades Qorvo, But Projects Limited Upside
Thursday, February 1, 2018 - 12:43pm | 409Qorvo Inc (NASDAQ: QRVO)'s fiscal third-quarter earnings may have disappointed some investors, but the company's announcement of a significant design win for its integrated power-amp-duplexer, or SuperPAD, in Apple Inc. (NASDAQ: AAPL)'s upcoming iPhone turned one Wall Street analyst...
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Oppenheimer Lowers Apple Supplier Estimates On Weak iPhone Projections
Monday, January 29, 2018 - 7:40pm | 995Despite the hype surrounding Apple Inc. (NASDAQ: AAPL)'s 10th anniversary iPhone X, it appears Apple might fall short on shipments, according to multiple reports. Apple delivers its first-quarter report after the close Thursday, Feb. 1. The Analyst Oppenheimer analyst Andrew Uerkwitz...
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How iPhone X Weakness Caused A Downgrade Of Sony
Wednesday, January 24, 2018 - 3:11pm | 373Sony Corp (ADR) (NYSE: SNE) has been hitched to the Apple Inc. (NASDAQ: AAPL) gravy trail for a while now, but one Wall Street analyst said the ride is coming to an end. The Analyst JPMorgan analyst JJ Park downgraded Sony’s Toyko-listed shares from Overweight to Neutral and lowered...
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Bernstein ID's Apple Suppliers That Track iPhone Revenue Trends
Wednesday, January 24, 2018 - 1:39pm | 687Apple Inc. (NASDAQ: AAPL) shares have been trending sideways after an initial spike following the launch of the newest iPhone models in mid-September 2017. Given mixed views concerning the newest phones' ramp, Bernstein looked at data points from the Apple supply chain and their...
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KeyBanc: Apple Supplier Cirrus Logic Has 'Limited Catalysts'
Monday, January 8, 2018 - 10:26am | 555KeyBanc's monthly surveys of iPhone inventories, supply and sell-through looks at the prospects for key Apple Inc. (NASDAQ: AAPL) suppliers such as Cirrus Logic, Inc. (NASDAQ: CRUS), Skyworks Solutions Inc (NASDAQ: SWKS) and Broadcom Ltd (NASDAQ: AVGO). The Analyst KeyBanc Capital...
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An Easy-To-Use Cheat Sheet For Apple Suppliers
Thursday, August 10, 2017 - 8:42am | 1227The Apple Inc. (NASDAQ: AAPL), which has emerged as a tech behemoth, riding on its innovative appeal and aesthetically designed products, has been supporting and fueling the growth several of its suppliers. These suppliers provide Apple with components such as chips, capacitive touch screen...
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This Apple Component Supplier Warned Of Sharply Lower Profits
Wednesday, October 19, 2016 - 12:52pm | 346Laird PLC, a UK-based global technology company that provides systems, components and solutions to protect electronic devices from electromagnetic interference and heat, saw its London-listed stock crash nearly 50 percent on Wednesday after issuing a profit warning. Laird happens to be a...
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Apple Suppliers Having Issues?
Wednesday, February 24, 2016 - 11:13am | 132Apple Inc. (NASDAQ: AAPL)'s major component suppliers for its iPhone 6s device will likely experience flat sales in the first half of 2016. DigiTimes, citing "industry sources," stated that Apple notified its component suppliers that it will decrease its orders. The publication...
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This Apple Supplier Just Dropped A 'Bombshell' And It's Not Good
Tuesday, January 26, 2016 - 12:19pm | 437The most valuable company in the world generates a lot of press, so naturally, its suppliers are drawn into the spotlight. On Monday evening, Apple Inc. (NASDAQ: AAPL) supplier SK Hynix dropped what analysts are calling a "bombshell" that could signal more downside is in store for...
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Are Apple's Suppliers Hinting Of Poor iPhone Demand?
Friday, January 22, 2016 - 12:50pm | 188According to a report by Reuters, some of Apple Inc. (NASDAQ: AAPL)'s key members of its Asian supply chain are expecting their revenues and orders to fall this quarter. Reuters, citing "industry executives," added that Apple's latest iPhone did not have enough compelling...
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Apple Rebounds After Cirrus And Qorvo Slash Guidance
Friday, January 8, 2016 - 9:49am | 201Shares of Apple Inc. (NASDAQ: AAPL) were trading higher by more than 1.5 percent early Friday morning as investors and traders appear to have shrugged off concerning updated from the company's key suppliers. Shares of Qorvo Inc (NASDAQ: QRVO) were trading lower by nearly 5 percent at the...