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2021-08-20
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Apple’s Wall Street Estimates Look Too Conservative, Analyst Says<blockquote>分析师表示，苹果的预测看起来过于保守</blockquote>
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Most Street estimates call for a reversion to single-digit revenue growth, and the more skeptical observers fear a return to flat revenue or worse.</p><p><blockquote>目前关于苹果股票的核心争论之一是，随着疫情对Mac和iPad销量的推动减弱，以及具有里程碑意义的支持5G的iPhone 12即将上市两周年，该业务在2022年9月财年可能会放缓多少。大多数华尔街人士预计看涨期权的收入将恢复到个位数增长，而持怀疑态度的观察家则担心收入将恢复持平或更糟。</blockquote></p><p> But J.P. Morgan analyst Samik Chatterjee thinks the Street’s conventional wisdom is a little too gloomy. On Thursday, he reiterated his Overweight rating on Apple (ticker: AAPL) stock, lifting his price target to $180 from $175, and boosting his earnings outlook. Underlying his upbeat stance is faith that demand for 5G iPhones is just getting going.</p><p><blockquote>但摩根大通分析师萨米克·查特吉(Samik Chatterjee)认为，华尔街的传统观点有点过于悲观。周四，他重申了对苹果（股票代码：AAPL）股票的跑赢大盘评级，将目标价从175美元上调至180美元，并上调了盈利前景。他乐观立场的背后是相信对5G iPhone的需求才刚刚开始。</blockquote></p><p> Chatterjee writes that he sees “multiple catalysts” for the stock through year end, including both the upcoming iPhone 13 launch—expected next month—and relatively low expectations for both iPhone units and total revenue for fiscal 2022. He thinks iPhone unit volumes could reach 246 million in calendar 2022, matching the record total he sees for this year. He sees sales driven not only by iPhone 13 but also a 5G-enabled version of the entry-level iPhone SE, which he expects to launch in calendar 2022. The new SE, he writes, will “provide upside through the upgrade of a large installed base that is looking for a more-affordable 5G device.”</p><p><blockquote>Chatterjee写道，他认为该股到年底将面临“多种催化剂”，包括即将于下个月推出的iPhone 13，以及对2022财年iPhone销量和总收入的相对较低的预期。他认为2022年iPhone销量可能达到2.46亿部，与他今年看到的创纪录总量持平。他认为销售不仅受到iPhone 13的推动，还受到入门级iPhone SE 5G版本的推动，他预计将于2022年推出。他写道，新SE将“通过升级正在寻找更实惠的5G设备的大型安装基础来提供优势。”</blockquote></p><p> The analyst now sees fiscal 2022 revenue of $385.5 billion, up from his previous forecast of $377.6 billion, and above the Street consensus at $379.5 billion. His new forecast implies 5% top-line growth for fiscal 2022, and 7% in fiscal 2023, after an estimated 34% growth rate in the September 2021 fiscal year. Chatterjee lifted his profit forecast for next year to $6 a share from $5.90, above consensus at $5.67.</p><p><blockquote>该分析师目前预计2022财年营收为3855亿美元，高于此前预测的3776亿美元，也高于华尔街普遍预期的3795亿美元。他的新预测意味着2022财年营收增长5%，2023财年营收增长7%，而2021财年预计增长率为34%。Chatterjee将明年的利润预期从每股5.90美元上调至6美元，高于市场普遍预期的5.67美元。</blockquote></p><p> The analyst says his price target is based on a price/earning multiple of 30 times his updated calendar 2022 EPS estimate of $6.12 a share, up from $6. He says the stock has reached that valuation level as investors have gained confidence in the company’s services strategy, diversifying away from the hardware business. His view is that investors will be comfortable at that valuation range given continued growth in both iPhone demand and services, and increased market share in 5G smartphones.</p><p><blockquote>该分析师表示，他的目标价是基于30倍的市盈率，他更新后的2022年每股收益预期为6.12美元，高于每股6美元。他表示，随着投资者对该公司的服务战略充满信心，从硬件业务转向多元化，该股已达到这一估值水平。他认为，鉴于iPhone需求和服务的持续增长，以及5G智能手机市场份额的增加，投资者将对这一估值范围感到满意。</blockquote></p><p> Apple stock on Thursday rose 0.2% to $146.70.</p><p><blockquote>苹果股价周四上涨0.2%，至146.70美元。</blockquote></p><p></p>","source":"lsy1601382232898","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>Apple’s Wall Street Estimates Look Too Conservative, Analyst Says<blockquote>分析师表示，苹果的预测看起来过于保守</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\">\nApple’s Wall Street Estimates Look Too Conservative, Analyst Says<blockquote>分析师表示，苹果的预测看起来过于保守</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-20 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the core debates on Apple stock right now is just how much the business is likely to slow in the September 2022 fiscal year, as the pandemic’s boost to Mac and iPad sales ebb, and the landmark 5G-capable iPhone 12 approaches its second anniversary. Most Street estimates call for a reversion to single-digit revenue growth, and the more skeptical observers fear a return to flat revenue or worse.</p><p><blockquote>目前关于苹果股票的核心争论之一是，随着疫情对Mac和iPad销量的推动减弱，以及具有里程碑意义的支持5G的iPhone 12即将上市两周年，该业务在2022年9月财年可能会放缓多少。大多数华尔街人士预计看涨期权的收入将恢复到个位数增长，而持怀疑态度的观察家则担心收入将恢复持平或更糟。</blockquote></p><p> But J.P. Morgan analyst Samik Chatterjee thinks the Street’s conventional wisdom is a little too gloomy. On Thursday, he reiterated his Overweight rating on Apple (ticker: AAPL) stock, lifting his price target to $180 from $175, and boosting his earnings outlook. Underlying his upbeat stance is faith that demand for 5G iPhones is just getting going.</p><p><blockquote>但摩根大通分析师萨米克·查特吉(Samik Chatterjee)认为，华尔街的传统观点有点过于悲观。周四，他重申了对苹果（股票代码：AAPL）股票的跑赢大盘评级，将目标价从175美元上调至180美元，并上调了盈利前景。他乐观立场的背后是相信对5G iPhone的需求才刚刚开始。</blockquote></p><p> Chatterjee writes that he sees “multiple catalysts” for the stock through year end, including both the upcoming iPhone 13 launch—expected next month—and relatively low expectations for both iPhone units and total revenue for fiscal 2022. He thinks iPhone unit volumes could reach 246 million in calendar 2022, matching the record total he sees for this year. He sees sales driven not only by iPhone 13 but also a 5G-enabled version of the entry-level iPhone SE, which he expects to launch in calendar 2022. The new SE, he writes, will “provide upside through the upgrade of a large installed base that is looking for a more-affordable 5G device.”</p><p><blockquote>Chatterjee写道，他认为该股到年底将面临“多种催化剂”，包括即将于下个月推出的iPhone 13，以及对2022财年iPhone销量和总收入的相对较低的预期。他认为2022年iPhone销量可能达到2.46亿部，与他今年看到的创纪录总量持平。他认为销售不仅受到iPhone 13的推动，还受到入门级iPhone SE 5G版本的推动，他预计将于2022年推出。他写道，新SE将“通过升级正在寻找更实惠的5G设备的大型安装基础来提供优势。”</blockquote></p><p> The analyst now sees fiscal 2022 revenue of $385.5 billion, up from his previous forecast of $377.6 billion, and above the Street consensus at $379.5 billion. His new forecast implies 5% top-line growth for fiscal 2022, and 7% in fiscal 2023, after an estimated 34% growth rate in the September 2021 fiscal year. Chatterjee lifted his profit forecast for next year to $6 a share from $5.90, above consensus at $5.67.</p><p><blockquote>该分析师目前预计2022财年营收为3855亿美元，高于此前预测的3776亿美元，也高于华尔街普遍预期的3795亿美元。他的新预测意味着2022财年营收增长5%，2023财年营收增长7%，而2021财年预计增长率为34%。Chatterjee将明年的利润预期从每股5.90美元上调至6美元，高于市场普遍预期的5.67美元。</blockquote></p><p> The analyst says his price target is based on a price/earning multiple of 30 times his updated calendar 2022 EPS estimate of $6.12 a share, up from $6. He says the stock has reached that valuation level as investors have gained confidence in the company’s services strategy, diversifying away from the hardware business. His view is that investors will be comfortable at that valuation range given continued growth in both iPhone demand and services, and increased market share in 5G smartphones.</p><p><blockquote>该分析师表示，他的目标价是基于30倍的市盈率，他更新后的2022年每股收益预期为6.12美元，高于每股6美元。他表示，随着投资者对该公司的服务战略充满信心，从硬件业务转向多元化，该股已达到这一估值水平。他认为，鉴于iPhone需求和服务的持续增长，以及5G智能手机市场份额的增加，投资者将对这一估值范围感到满意。</blockquote></p><p> Apple stock on Thursday rose 0.2% to $146.70.</p><p><blockquote>苹果股价周四上涨0.2%，至146.70美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-iphone-stock-51629385677?mod=hp_DAY_Theme_1_1\">Barrons</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.barrons.com/articles/apple-iphone-stock-51629385677?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176817311","content_text":"One of the core debates on Apple stock right now is just how much the business is likely to slow in the September 2022 fiscal year, as the pandemic’s boost to Mac and iPad sales ebb, and the landmark 5G-capable iPhone 12 approaches its second anniversary. Most Street estimates call for a reversion to single-digit revenue growth, and the more skeptical observers fear a return to flat revenue or worse.\nBut J.P. Morgan analyst Samik Chatterjee thinks the Street’s conventional wisdom is a little too gloomy. On Thursday, he reiterated his Overweight rating on Apple (ticker: AAPL) stock, lifting his price target to $180 from $175, and boosting his earnings outlook. Underlying his upbeat stance is faith that demand for 5G iPhones is just getting going.\nChatterjee writes that he sees “multiple catalysts” for the stock through year end, including both the upcoming iPhone 13 launch—expected next month—and relatively low expectations for both iPhone units and total revenue for fiscal 2022. He thinks iPhone unit volumes could reach 246 million in calendar 2022, matching the record total he sees for this year. He sees sales driven not only by iPhone 13 but also a 5G-enabled version of the entry-level iPhone SE, which he expects to launch in calendar 2022. The new SE, he writes, will “provide upside through the upgrade of a large installed base that is looking for a more-affordable 5G device.”\nThe analyst now sees fiscal 2022 revenue of $385.5 billion, up from his previous forecast of $377.6 billion, and above the Street consensus at $379.5 billion. His new forecast implies 5% top-line growth for fiscal 2022, and 7% in fiscal 2023, after an estimated 34% growth rate in the September 2021 fiscal year. Chatterjee lifted his profit forecast for next year to $6 a share from $5.90, above consensus at $5.67.\nThe analyst says his price target is based on a price/earning multiple of 30 times his updated calendar 2022 EPS estimate of $6.12 a share, up from $6. He says the stock has reached that valuation level as investors have gained confidence in the company’s services strategy, diversifying away from the hardware business. His view is that investors will be comfortable at that valuation range given continued growth in both iPhone demand and services, and increased market share in 5G smartphones.\nApple stock on Thursday rose 0.2% to $146.70.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2467,"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":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/838554424"}
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