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2021-07-29
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Have we reached peak Apple? Some say the company is just getting started<blockquote>我们到达苹果顶峰了吗？有人说这家公司才刚刚开始</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":808385242,"tweetId":"808385242","gmtCreate":1627557455386,"gmtModify":1633763833174,"author":{"id":4087561013797630,"idStr":"4087561013797630","authorId":4087561013797630,"authorIdStr":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/808385242","repostId":2154927572,"repostType":4,"repost":{"id":"2154927572","kind":"highlight","pubTimestamp":1627543239,"share":"https://www.laohunote.com/m/news/2154927572?lang=zh_CN&edition=full","pubTime":"2021-07-29 15:20","market":"us","language":"en","title":"Have we reached peak Apple? Some say the company is just getting started<blockquote>我们到达苹果顶峰了吗？有人说这家公司才刚刚开始</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154927572","media":"MarketWatch","summary":"A vast runway in 5G leaves many analysts feeling upbeat, even as Apple predicted a growth slowdown o","content":"<p>A vast runway in 5G leaves many analysts feeling upbeat, even as Apple predicted a growth slowdown on latest earnings call</p><p><blockquote>5G 的巨大跑道让许多分析师感到乐观，尽管苹果在最新的盈利看涨期权中预测增长将放缓</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ea1ebec3933d7b7b7abe3b567983638b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> A standout quarter for Apple Inc. has analysts wondering whether we've seen peak Apple--or whether the smartphone giant is still \"early\" in its journey of smartphone dominance.</p><p><blockquote>苹果公司的一个出色的季度让分析师想知道我们是否已经看到了苹果的顶峰，或者这家智能手机巨头在智能手机主导地位的征程中是否仍处于“早期”。</blockquote></p><p> Shares of Apple are off 0.9% in Wednesday morning trading after the company easily exceeded expectations with its June-quarter results but predicted that revenue growth would slow in the current quarter given expectations of greater impacts from supply constraints and a return to more normal growth for the red-hot services business. The stock was down as much as 2.9% earlier in the session before paring its losses.</p><p><blockquote>苹果股价在周三早盘交易中下跌 0.9%，此前该公司 6 月份季度业绩轻松超出预期，但预计本季度收入增长将放缓，因为预计供应限制将产生更大影响，并将恢复正常增长。炙手可热的服务业务。该股盘中早些时候下跌 2.9%，随后回吐跌幅。</blockquote></p><p> Apple has been viewed as a strong beneficiary of the pandemic's digital boom, and Chief Executive Tim Cook addressed that topic in response to an analyst's question on the earnings call. He pointed to strong demand for Macs and iPads amid a shift to remote work, as well as greater interest in digital services, though he also noted that other services like advertising and AppleCare saw negative effects, while consumers may have hesitated to make \"more complex\" purchases of Apple Watches or iPhones.</p><p><blockquote>苹果被视为疫情数字繁荣的强大受益者，首席执行官蒂姆·库克在回答分析师有关盈利看涨期权的问题时谈到了这个话题。他指出，随着向远程工作的转变，对 Mac 和 iPad 的需求强劲，以及对数字服务的更大兴趣，尽管他也指出，广告和 AppleCare 等其他服务也产生了负面影响，而消费者可能对购买“更复杂”的苹果手表或 iPhone 犹豫不决。</blockquote></p><p> The post-pandemic world \"would be very good for us\" and customers, he continued.</p><p><blockquote>他继续说道，大流行后的世界“对我们和客户来说都非常有利”。</blockquote></p><p> Still, the report and outlook ignited debate about how much juice is left in the Apple story. In a note titled \"Strong Beat, But FY21 Likely Peaking,\" BMO Capital Markets analyst Tim Long called out the company's expectations for a growth deceleration, while also citing some broader concerns that give him pause on the stock.</p><p><blockquote>尽管如此，这份报告和展望还是引发了关于苹果故事还剩下多少精力的辩论。BMO 资本市场分析师蒂姆·朗 (Tim Long) 在一份题为“强劲势头，但 2021 财年可能见顶”的报告中指出了该公司对增长放缓的预期，同时也提到了一些更广泛的担忧，这些担忧让他暂停了对该股的看法。</blockquote></p><p> Though Long boosted his price target to $142 from $134 after the report, he kept an equal-weight rating \"mainly on headwinds sustaining current demand levels including [the iPhone 13] cycle, tougher comps on Mac/iPad, regulatory overhang (App Store, Google [traffic acquisition costs]) as well as fair valuation.\"</p><p><blockquote>尽管龙在报告发布后将目标价从 134 美元上调至 142 美元，但他仍维持同等权重评级，“主要是因为维持当前需求水平的不利因素，包括 [iPhone 13] 周期、Mac/iPad 更严格的竞争、监管悬而未决（App Store、Google [流量获取成本]）以及公平的估值。”</blockquote></p><p> Citi's Jim Suva wrote that Apple had \"nearly a perfect quarter,\" except for the fact that it didn't issue formal guidance for the September period. Apple's projection that sales will grow by double digits but at a lower rate than the 36% shown in the June quarter signals \"a very wide range,\" he continued.</p><p><blockquote>花旗的吉姆·苏瓦 (Jim Suva) 写道，苹果度过了“近乎完美的一个季度”，只是它没有发布 9 月份的正式指引。他继续说道，苹果预测销售额将增长两位数，但增长率低于 6 月份季度显示的 36%，这表明“范围非常广泛”。</blockquote></p><p> Suva noted that his estimates and consensus figures \"will materially move higher\" after the report and commentary. He maintained a buy rating and $170 target price on Apple's stock.</p><p><blockquote>苏瓦指出，在报告和评论之后，他的估计和共识数字“将大幅上升”。他维持苹果股票的买入评级和 170 美元的目标价。</blockquote></p><p> Numerous other analysts chimed in with upbeat takes about Apple's positioning in the \"early\" days of the 5G upgrade cycle.</p><p><blockquote>许多其他分析师对苹果在5G升级周期“早期”的定位持乐观态度。</blockquote></p><p> Apple's strong results were \"atypical\" for what's usually the company's weakest quarter of the year, wrote Jefferies analyst Kyle McNealy, in what could be a more broadly positive sign for the company.</p><p><blockquote>杰富瑞 (Jefferies) 分析师凯尔·麦克尼利 (Kyle McNealy) 写道，苹果公司的强劲业绩对于该公司今年通常表现最弱的季度来说是“非典型的”，这对该公司来说可能是一个更广泛的积极信号。</blockquote></p><p> \"We think this is representative of the continued traction they're getting with the 5G iPhone lineup,\" he said. \"In our view, the Street still underappreciates that Apple's positioned to benefit from the 5G product cycle under way,\" with data from carrier <a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>. <a href=\"https://laohu8.com/S/TMUS\">$(TMUS)$</a> indicating still-low upgrade rates.</p><p><blockquote>“我们认为这代表了他们对 5G iPhone 系列的持续吸引力，”他说。“在我们看来，华尔街仍然低估了苹果从正在进行的 5G 产品周期中受益的定位，”开利的数据<a href=\"https://laohu8.com/S/TMUSR\">T-Mobile美国公司</a>.<a href=\"https://laohu8.com/S/TMUS\">$(TMUS)$</a>表明升级率仍然很低。</blockquote></p><p> McNealy has a buy rating and $175 price target on the stock.</p><p><blockquote>麦克尼利对该股给予买入评级，目标价为 175 美元。</blockquote></p><p> Wells Fargo's Aaron Rakers took a similar view. \"With investors' focus now largely on the sustainability of demand trends into 2H2021 & 2022, we take the view that we are still in the early innings of the 5G cycle (limited countries with double-digit 5G penetration today) and believe consumer demand is likely to remain strong with a massive upgrade opportunity ahead,\" he wrote.</p><p><blockquote>富国银行的 Aaron Rakers 也持类似观点。“由于投资者现在主要关注 2021 年和 2022 年下半年需求趋势的可持续性，我们认为我们仍处于 5G 周期的早期阶段（目前 5G 渗透率达到两位数的国家有限），并相信消费者需求可能会保持强劲，未来还有巨大的升级机会，”他写道。</blockquote></p><p> Rakers rates the stock at overweight and boosted his price target to $165 from $160.</p><p><blockquote>Rakers 将该股评级定为跑赢大盘，并将目标价从 160 美元上调至 165 美元。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, eight have hold ratings, and three have sell ratings. The average price target is $161.80, about 10% above current levels.</p><p><blockquote>FactSet 追踪的 44 位关注苹果股票的分析师中，33 位给予买入评级，8 位给予持有评级，3 位给予卖出评级。平均目标价为 161.80 美元，比当前水平高出约 10%。</blockquote></p><p> The stock, which reached a record close of $149.15 earlier this month, has gained 9.6% year to date, while the Nasdaq-100 Index has advanced 16.6% and the Dow Jones Industrial Average has climbed 14.5%.</p><p><blockquote>该股本月早些时候收盘价达到创纪录的 149.15 美元，今年迄今已上涨 9.6%，纳斯达克 100 指数上涨 16.6%，道琼斯工业平均指数上涨 14.5%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Have we reached peak Apple? Some say the company is just getting started<blockquote>我们到达苹果顶峰了吗？有人说这家公司才刚刚开始</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHave we reached peak Apple? Some say the company is just getting started<blockquote>我们到达苹果顶峰了吗？有人说这家公司才刚刚开始</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-29 15:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A vast runway in 5G leaves many analysts feeling upbeat, even as Apple predicted a growth slowdown on latest earnings call</p><p><blockquote>5G 的巨大跑道让许多分析师感到乐观，尽管苹果在最新的盈利看涨期权中预测增长将放缓</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ea1ebec3933d7b7b7abe3b567983638b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> A standout quarter for Apple Inc. has analysts wondering whether we've seen peak Apple--or whether the smartphone giant is still \"early\" in its journey of smartphone dominance.</p><p><blockquote>苹果公司的一个出色的季度让分析师想知道我们是否已经看到了苹果的顶峰，或者这家智能手机巨头在智能手机主导地位的征程中是否仍处于“早期”。</blockquote></p><p> Shares of Apple are off 0.9% in Wednesday morning trading after the company easily exceeded expectations with its June-quarter results but predicted that revenue growth would slow in the current quarter given expectations of greater impacts from supply constraints and a return to more normal growth for the red-hot services business. The stock was down as much as 2.9% earlier in the session before paring its losses.</p><p><blockquote>苹果股价在周三早盘交易中下跌 0.9%，此前该公司 6 月份季度业绩轻松超出预期，但预计本季度收入增长将放缓，因为预计供应限制将产生更大影响，并将恢复正常增长。炙手可热的服务业务。该股盘中早些时候下跌 2.9%，随后回吐跌幅。</blockquote></p><p> Apple has been viewed as a strong beneficiary of the pandemic's digital boom, and Chief Executive Tim Cook addressed that topic in response to an analyst's question on the earnings call. He pointed to strong demand for Macs and iPads amid a shift to remote work, as well as greater interest in digital services, though he also noted that other services like advertising and AppleCare saw negative effects, while consumers may have hesitated to make \"more complex\" purchases of Apple Watches or iPhones.</p><p><blockquote>苹果被视为疫情数字繁荣的强大受益者，首席执行官蒂姆·库克在回答分析师有关盈利看涨期权的问题时谈到了这个话题。他指出，随着向远程工作的转变，对 Mac 和 iPad 的需求强劲，以及对数字服务的更大兴趣，尽管他也指出，广告和 AppleCare 等其他服务也产生了负面影响，而消费者可能对购买“更复杂”的苹果手表或 iPhone 犹豫不决。</blockquote></p><p> The post-pandemic world \"would be very good for us\" and customers, he continued.</p><p><blockquote>他继续说道，大流行后的世界“对我们和客户来说都非常有利”。</blockquote></p><p> Still, the report and outlook ignited debate about how much juice is left in the Apple story. In a note titled \"Strong Beat, But FY21 Likely Peaking,\" BMO Capital Markets analyst Tim Long called out the company's expectations for a growth deceleration, while also citing some broader concerns that give him pause on the stock.</p><p><blockquote>尽管如此，这份报告和展望还是引发了关于苹果故事还剩下多少精力的辩论。BMO 资本市场分析师蒂姆·朗 (Tim Long) 在一份题为“强劲势头，但 2021 财年可能见顶”的报告中指出了该公司对增长放缓的预期，同时也提到了一些更广泛的担忧，这些担忧让他暂停了对该股的看法。</blockquote></p><p> Though Long boosted his price target to $142 from $134 after the report, he kept an equal-weight rating \"mainly on headwinds sustaining current demand levels including [the iPhone 13] cycle, tougher comps on Mac/iPad, regulatory overhang (App Store, Google [traffic acquisition costs]) as well as fair valuation.\"</p><p><blockquote>尽管龙在报告发布后将目标价从 134 美元上调至 142 美元，但他仍维持同等权重评级，“主要是因为维持当前需求水平的不利因素，包括 [iPhone 13] 周期、Mac/iPad 更严格的竞争、监管悬而未决（App Store、Google [流量获取成本]）以及公平的估值。”</blockquote></p><p> Citi's Jim Suva wrote that Apple had \"nearly a perfect quarter,\" except for the fact that it didn't issue formal guidance for the September period. Apple's projection that sales will grow by double digits but at a lower rate than the 36% shown in the June quarter signals \"a very wide range,\" he continued.</p><p><blockquote>花旗的吉姆·苏瓦 (Jim Suva) 写道，苹果度过了“近乎完美的一个季度”，只是它没有发布 9 月份的正式指引。他继续说道，苹果预测销售额将增长两位数，但增长率低于 6 月份季度显示的 36%，这表明“范围非常广泛”。</blockquote></p><p> Suva noted that his estimates and consensus figures \"will materially move higher\" after the report and commentary. He maintained a buy rating and $170 target price on Apple's stock.</p><p><blockquote>苏瓦指出，在报告和评论之后，他的估计和共识数字“将大幅上升”。他维持苹果股票的买入评级和 170 美元的目标价。</blockquote></p><p> Numerous other analysts chimed in with upbeat takes about Apple's positioning in the \"early\" days of the 5G upgrade cycle.</p><p><blockquote>许多其他分析师对苹果在5G升级周期“早期”的定位持乐观态度。</blockquote></p><p> Apple's strong results were \"atypical\" for what's usually the company's weakest quarter of the year, wrote Jefferies analyst Kyle McNealy, in what could be a more broadly positive sign for the company.</p><p><blockquote>杰富瑞 (Jefferies) 分析师凯尔·麦克尼利 (Kyle McNealy) 写道，苹果公司的强劲业绩对于该公司今年通常表现最弱的季度来说是“非典型的”，这对该公司来说可能是一个更广泛的积极信号。</blockquote></p><p> \"We think this is representative of the continued traction they're getting with the 5G iPhone lineup,\" he said. \"In our view, the Street still underappreciates that Apple's positioned to benefit from the 5G product cycle under way,\" with data from carrier <a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>. <a href=\"https://laohu8.com/S/TMUS\">$(TMUS)$</a> indicating still-low upgrade rates.</p><p><blockquote>“我们认为这代表了他们对 5G iPhone 系列的持续吸引力，”他说。“在我们看来，华尔街仍然低估了苹果从正在进行的 5G 产品周期中受益的定位，”开利的数据<a href=\"https://laohu8.com/S/TMUSR\">T-Mobile美国公司</a>.<a href=\"https://laohu8.com/S/TMUS\">$(TMUS)$</a>表明升级率仍然很低。</blockquote></p><p> McNealy has a buy rating and $175 price target on the stock.</p><p><blockquote>麦克尼利对该股给予买入评级，目标价为 175 美元。</blockquote></p><p> Wells Fargo's Aaron Rakers took a similar view. \"With investors' focus now largely on the sustainability of demand trends into 2H2021 & 2022, we take the view that we are still in the early innings of the 5G cycle (limited countries with double-digit 5G penetration today) and believe consumer demand is likely to remain strong with a massive upgrade opportunity ahead,\" he wrote.</p><p><blockquote>富国银行的 Aaron Rakers 也持类似观点。“由于投资者现在主要关注 2021 年和 2022 年下半年需求趋势的可持续性，我们认为我们仍处于 5G 周期的早期阶段（目前 5G 渗透率达到两位数的国家有限），并相信消费者需求可能会保持强劲，未来还有巨大的升级机会，”他写道。</blockquote></p><p> Rakers rates the stock at overweight and boosted his price target to $165 from $160.</p><p><blockquote>Rakers 将该股评级定为跑赢大盘，并将目标价从 160 美元上调至 165 美元。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, eight have hold ratings, and three have sell ratings. The average price target is $161.80, about 10% above current levels.</p><p><blockquote>FactSet 追踪的 44 位关注苹果股票的分析师中，33 位给予买入评级，8 位给予持有评级，3 位给予卖出评级。平均目标价为 161.80 美元，比当前水平高出约 10%。</blockquote></p><p> The stock, which reached a record close of $149.15 earlier this month, has gained 9.6% year to date, while the Nasdaq-100 Index has advanced 16.6% and the Dow Jones Industrial Average has climbed 14.5%.</p><p><blockquote>该股本月早些时候收盘价达到创纪录的 149.15 美元，今年迄今已上涨 9.6%，纳斯达克 100 指数上涨 16.6%，道琼斯工业平均指数上涨 14.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/have-we-reached-peak-apple-some-say-the-company-is-just-getting-started-11627487255?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/have-we-reached-peak-apple-some-say-the-company-is-just-getting-started-11627487255?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154927572","content_text":"A vast runway in 5G leaves many analysts feeling upbeat, even as Apple predicted a growth slowdown on latest earnings call\n\nA standout quarter for Apple Inc. has analysts wondering whether we've seen peak Apple--or whether the smartphone giant is still \"early\" in its journey of smartphone dominance.\nShares of Apple are off 0.9% in Wednesday morning trading after the company easily exceeded expectations with its June-quarter results but predicted that revenue growth would slow in the current quarter given expectations of greater impacts from supply constraints and a return to more normal growth for the red-hot services business. The stock was down as much as 2.9% earlier in the session before paring its losses.\nApple has been viewed as a strong beneficiary of the pandemic's digital boom, and Chief Executive Tim Cook addressed that topic in response to an analyst's question on the earnings call. He pointed to strong demand for Macs and iPads amid a shift to remote work, as well as greater interest in digital services, though he also noted that other services like advertising and AppleCare saw negative effects, while consumers may have hesitated to make \"more complex\" purchases of Apple Watches or iPhones.\nThe post-pandemic world \"would be very good for us\" and customers, he continued.\nStill, the report and outlook ignited debate about how much juice is left in the Apple story. In a note titled \"Strong Beat, But FY21 Likely Peaking,\" BMO Capital Markets analyst Tim Long called out the company's expectations for a growth deceleration, while also citing some broader concerns that give him pause on the stock.\nThough Long boosted his price target to $142 from $134 after the report, he kept an equal-weight rating \"mainly on headwinds sustaining current demand levels including [the iPhone 13] cycle, tougher comps on Mac/iPad, regulatory overhang (App Store, Google [traffic acquisition costs]) as well as fair valuation.\"\nCiti's Jim Suva wrote that Apple had \"nearly a perfect quarter,\" except for the fact that it didn't issue formal guidance for the September period. Apple's projection that sales will grow by double digits but at a lower rate than the 36% shown in the June quarter signals \"a very wide range,\" he continued.\nSuva noted that his estimates and consensus figures \"will materially move higher\" after the report and commentary. He maintained a buy rating and $170 target price on Apple's stock.\nNumerous other analysts chimed in with upbeat takes about Apple's positioning in the \"early\" days of the 5G upgrade cycle.\nApple's strong results were \"atypical\" for what's usually the company's weakest quarter of the year, wrote Jefferies analyst Kyle McNealy, in what could be a more broadly positive sign for the company.\n\"We think this is representative of the continued traction they're getting with the 5G iPhone lineup,\" he said. \"In our view, the Street still underappreciates that Apple's positioned to benefit from the 5G product cycle under way,\" with data from carrier T-Mobile US Inc. $(TMUS)$ indicating still-low upgrade rates.\nMcNealy has a buy rating and $175 price target on the stock.\nWells Fargo's Aaron Rakers took a similar view. \"With investors' focus now largely on the sustainability of demand trends into 2H2021 & 2022, we take the view that we are still in the early innings of the 5G cycle (limited countries with double-digit 5G penetration today) and believe consumer demand is likely to remain strong with a massive upgrade opportunity ahead,\" he wrote.\nRakers rates the stock at overweight and boosted his price target to $165 from $160.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, eight have hold ratings, and three have sell ratings. The average price target is $161.80, about 10% above current levels.\nThe stock, which reached a record close of $149.15 earlier this month, has gained 9.6% year to date, while the Nasdaq-100 Index has advanced 16.6% and the Dow Jones Industrial Average has climbed 14.5%.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3883,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/808385242"}
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