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2021-01-29

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Apple Analysts Lift Price Targets Following 'Jaw Dropper' Q1: 4 Sell-Side Takes<blockquote>苹果分析师在第一季度“令人瞠目结舌”后上调价格目标：4个卖方观点</blockquote>

Apple Inc (NASDAQ: AAPL) reported better-than-expected fiscal-year first quarter results, aided by strong iPhone momentum, especially in China.

Apple Analysts Lift Price Targets Following 'Jaw Dropper' Q1: 4 Sell-Side Takes<blockquote>苹果分析师在第一季度“令人瞠目结舌”后上调价格目标：4个卖方观点</blockquote>

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Higher gross margins are sustainable given growing FX tailwinds and a continued mix uplift across products, Huberty said. <blockquote>摩根士丹利目前估计，得益于装机基数的加速增长、服务货币化的改善以及中国的复苏，2020-2025年收入复合年增长率为10%。休伯蒂表示，鉴于外汇利好不断增长以及各产品组合的持续提升，较高的毛利率是可持续的。</blockquote> \"Net, we raise our forward revenue and margin estimates with FY21 EPS increasing 6% to $4.47 and FY22 EPS increasing 8% to $4.61, both materially above consensus.\"<blockquote>“净而言，我们上调了预期收入和利润率预期，2021财年每股收益增长6%至4.47美元，2022财年每股收益增长8%至4.61美元，均大幅高于市场预期。”</blockquote> Related Link: Apple Analyst: Cupertino's EV Ambitions Could Play Out With Partnership With Tesla, Chinese EV Brands<blockquote>相关链接：苹果分析师：库比蒂诺的电动汽车雄心可以通过与特斯拉和中国电动汽车品牌合作来实现</blockquote> Wedbush Mulls On Apple's ‘Jaw Dropper' Q1: Revenue from the iPhone came in well above even the most bullish whisper numbers, Wedbush's Ives said in a note. <blockquote>韦德布什考虑苹果第一季度的“令人瞠目结舌”：Wedbush的艾夫斯在一份报告中表示，iPhone的收入甚至远高于最乐观的传言数字。</blockquote> Going by the 57% year-over-year growth in China, the reality has even exceeded the hype, the analyst said.<blockquote>分析师表示，从中国57%的同比增长来看，现实甚至超出了炒作。</blockquote> \"iPhone 12 success out of the gates was ‘Usain Bolt-like' and is clearly on a path to meet the supercycle hype with iPhone units that could easily eclipse the previous Cupertino record from FY15 of 231 million units.\" <blockquote>“iPhone 12的成功是‘尤塞恩·博尔特式的’，显然正在满足超级周期的炒作，iPhone销量很容易超过库比蒂诺2015财年2.31亿部的纪录。”</blockquote> The all-important Services business continues to fire on all cylinders and remains key to the re-rating in shares, he said. <blockquote>他表示，最重要的服务业务继续全力以赴，仍然是股票重新评级的关键。</blockquote> Raymond James Says Apple Delivered On All Fronts: Despite the late launch of iPhone 12, more revenue was delivered in the December quarter versus what is estimated for the March quarter, Caso said in a note. <blockquote>Raymond James表示，苹果在各个方面都取得了成就：Caso在一份报告中表示，尽管iPhone 12推出较晚，但12月季度的收入仍高于3月季度的预期。</blockquote> The analyst estimates that unit volume reached about 73 million, with an ASP approaching $900, the analyst said. <blockquote>分析师表示，该分析师估计销量达到约7300万辆，平均售价接近900美元。</blockquote> The total of December plus implied March guidance is 4% above RayJay's numbers and 7% more than consensus, he said. <blockquote>他表示，12月加上3月隐含指引的总数比RayJay的数字高出4%，比共识高出7%。</blockquote> Cupertino delivered on all fronts, including iPhone, Macs, wearables and Services, Caso said. <blockquote>卡索说，库比蒂诺在各个方面都提供了服务，包括iPhone、Mac、可穿戴设备和服务。</blockquote> \"While Apple delivered on this cycle, we've long considered this to be a 2-year 5G cycle, with better global 5G coverage providing greater incentive for upgrades, along with what we expect to be a new form factor.\"<blockquote>“虽然苹果在这个周期中实现了交付，但我们长期以来一直认为这是一个为期2年的5G周期，更好的全球5G覆盖为升级提供了更大的动力，同时我们预计这将是一种新的外形。”</blockquote> Raymond James expects services to benefit from improving unit volume, which is adding to the installed base, along with new service offerings.<blockquote>雷蒙德·詹姆斯(Raymond James)预计服务将受益于单位数量的增加（这将增加安装基础）以及新的服务产品。</blockquote> Installed Base Growth Increases Needham's Optimism: Apple should be valued as an ecosystem company owing to its seamless integration of hardware, software and content, Needham analyst Martin said.<blockquote>装机基数的增长增加了Needham的乐观情绪：Needham分析师Martin表示，由于其硬件、软件和内容的无缝集成，苹果应该被视为一家生态系统公司。</blockquote> A key lead indicator to Apple's upside value are the 1 billion unique iPhone users owning 1.65 billion active devices at the end of 2020, the analyst said. <blockquote>该分析师表示，苹果上涨价值的一个关键领先指标是，截至2020年底，10亿独立iPhone用户拥有16.5亿台活跃设备。</blockquote> Deeper penetration of devices per home, she said, lowers churn and raises life time value, or LTV, per user. Services adds high-margin incremental revenues to LTV, and also lower churn, Martin said. <blockquote>她说，每个家庭设备的更深入渗透可以降低客户流失率，提高每个用户的终身价值（LTV）。马丁表示，服务为LTV增加了高利润的增量收入，并降低了客户流失率。</blockquote> Subscription revenues add recurring revenues, and in the December quarter, Apple added 35 million subscribers to 620 million paid subscribers, according to Needham. <blockquote>根据Needham的数据，订阅收入增加了经常性收入，在12月份的季度，苹果的付费订阅用户增加了3500万，达到6.2亿。</blockquote> AAPL Price Action: Apple shares were down 2.25% at $138.87 at last check Thursday. <blockquote>AAPL价格走势：周四最后一次检查时，苹果股价下跌2.25%，至138.87美元。</blockquote> Related Link: Apple Analyst: iPhone Manufacturer Warrants Premium To The S&amp;P 500 <blockquote>相关链接：苹果分析师：iPhone制造商保证向标普500溢价</blockquote> Photo courtesy of Apple. <blockquote>照片由苹果提供。</blockquote> </body></html><blockquote></blockquote>","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 Analysts Lift Price Targets Following 'Jaw Dropper' Q1: 4 Sell-Side Takes<blockquote>苹果分析师在第一季度“令人瞠目结舌”后上调价格目标：4个卖方观点</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; 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}\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 Analysts Lift Price Targets Following 'Jaw Dropper' Q1: 4 Sell-Side Takes<blockquote>苹果分析师在第一季度“令人瞠目结舌”后上调价格目标：4个卖方观点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-01-29 01:55\n</div>\n</div>\n</h4>\n</header>\n<article>\n<html><body>Apple Inc (NASDAQ:AAPL) reported better-than-expected fiscal-year first quarter results, aided by strong iPhone momentum, especially in China.<blockquote><html><body>苹果公司（纳斯达克：AAPL）公布了好于预期的第一财季业绩，这得益于iPhone的强劲势头，尤其是在中国。</body></html></blockquote> The Apple Analysts: <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty maintained an Overweight rating on Apple and increased the price target from $152 to $164.<blockquote>苹果分析师：<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Katy Huberty维持苹果的跑赢大盘评级，并将目标价从152美元上调至164美元。</blockquote> Wedbush analyst Daniel Ives maintained an Outperform rating and $175 price target. <blockquote>Wedbush分析师Daniel Ives维持跑赢大盘评级和175美元的目标价。</blockquote> Raymond James analyst Chris Caso reiterated an Outperform rating and increased the price target from $150 to $160.<blockquote>Raymond James分析师Chris Caso重申跑赢大盘评级，并将目标价从150美元上调至160美元。</blockquote> Needham analyst Laura Martin maintained a Buy rating and hiked the price target from $140 to $170.<blockquote>Needham分析师Laura Martin维持买入评级，并将目标价从140美元上调至170美元。</blockquote> Why Apple Could Be Set For Double-Digit Growth: The combination of larger installed base, fully refreshed product portfolio and continued working and learning from home trends suggest Apple is on track to report strong double-digit growth over the next several quarters, Morgan Stanley's Huberty said in a note.<blockquote>为什么苹果可能会实现两位数的增长：摩根士丹利的休伯蒂在一份报告中表示，更大的安装基础、全面更新的产品组合以及持续的在家工作和学习趋势相结合，表明苹果有望在未来几个季度实现两位数的强劲增长。</blockquote> The iPhone's strength, especially in China, and across-the-board Services upside contributed most of the beat, and gross margin expanded about two points, the analyst said.<blockquote>该分析师表示，iPhone的实力（尤其是在中国）以及全面的服务增长贡献了大部分业绩，毛利率扩大了约两个百分点。</blockquote> Although Apple did not provide formal revenue guidance, it said it expects normal seasonal trends, suggesting revenue of about $76 billion to $78 billion, she said.<blockquote>她说，尽管苹果没有提供正式的收入指引，但表示预计正常的季节性趋势，这意味着收入约为760亿至780亿美元。</blockquote> This is about $3 billion ahead of the consensus, Huberty said.<blockquote>Huberty表示，这比共识提前了约30亿美元。</blockquote> The active device installed base growth accelerated from 7% a year ago to 10% and services monetization grew at the fastest rate in several years, the analyst said.<blockquote>该分析师表示，活跃设备安装基数增长从一年前的7%加速至10%，服务货币化以多年来最快的速度增长。</blockquote> Customer loyalty remains well north of 90% across Apple products, she said.<blockquote>她说，苹果产品的客户忠诚度仍远高于90%。</blockquote> Morgan Stanley now estimates 2020-2025 revenue CAGR of 10%, thanks to accelerating installed base growth, improved services monetization and a recovery in China. Higher gross margins are sustainable given growing FX tailwinds and a continued mix uplift across products, Huberty said. <blockquote>摩根士丹利目前估计，得益于装机基数的加速增长、服务货币化的改善以及中国的复苏，2020-2025年收入复合年增长率为10%。休伯蒂表示，鉴于外汇利好不断增长以及各产品组合的持续提升，较高的毛利率是可持续的。</blockquote> \"Net, we raise our forward revenue and margin estimates with FY21 EPS increasing 6% to $4.47 and FY22 EPS increasing 8% to $4.61, both materially above consensus.\"<blockquote>“净而言，我们上调了预期收入和利润率预期，2021财年每股收益增长6%至4.47美元，2022财年每股收益增长8%至4.61美元，均大幅高于市场预期。”</blockquote> Related Link: Apple Analyst: Cupertino's EV Ambitions Could Play Out With Partnership With Tesla, Chinese EV Brands<blockquote>相关链接：苹果分析师：库比蒂诺的电动汽车雄心可以通过与特斯拉和中国电动汽车品牌合作来实现</blockquote> Wedbush Mulls On Apple's ‘Jaw Dropper' Q1: Revenue from the iPhone came in well above even the most bullish whisper numbers, Wedbush's Ives said in a note. <blockquote>韦德布什考虑苹果第一季度的“令人瞠目结舌”：Wedbush的艾夫斯在一份报告中表示，iPhone的收入甚至远高于最乐观的传言数字。</blockquote> Going by the 57% year-over-year growth in China, the reality has even exceeded the hype, the analyst said.<blockquote>分析师表示，从中国57%的同比增长来看，现实甚至超出了炒作。</blockquote> \"iPhone 12 success out of the gates was ‘Usain Bolt-like' and is clearly on a path to meet the supercycle hype with iPhone units that could easily eclipse the previous Cupertino record from FY15 of 231 million units.\" <blockquote>“iPhone 12的成功是‘尤塞恩·博尔特式的’，显然正在满足超级周期的炒作，iPhone销量很容易超过库比蒂诺2015财年2.31亿部的纪录。”</blockquote> The all-important Services business continues to fire on all cylinders and remains key to the re-rating in shares, he said. <blockquote>他表示，最重要的服务业务继续全力以赴，仍然是股票重新评级的关键。</blockquote> Raymond James Says Apple Delivered On All Fronts: Despite the late launch of iPhone 12, more revenue was delivered in the December quarter versus what is estimated for the March quarter, Caso said in a note. <blockquote>Raymond James表示，苹果在各个方面都取得了成就：Caso在一份报告中表示，尽管iPhone 12推出较晚，但12月季度的收入仍高于3月季度的预期。</blockquote> The analyst estimates that unit volume reached about 73 million, with an ASP approaching $900, the analyst said. <blockquote>分析师表示，该分析师估计销量达到约7300万辆，平均售价接近900美元。</blockquote> The total of December plus implied March guidance is 4% above RayJay's numbers and 7% more than consensus, he said. <blockquote>他表示，12月加上3月隐含指引的总数比RayJay的数字高出4%，比共识高出7%。</blockquote> Cupertino delivered on all fronts, including iPhone, Macs, wearables and Services, Caso said. <blockquote>卡索说，库比蒂诺在各个方面都提供了服务，包括iPhone、Mac、可穿戴设备和服务。</blockquote> \"While Apple delivered on this cycle, we've long considered this to be a 2-year 5G cycle, with better global 5G coverage providing greater incentive for upgrades, along with what we expect to be a new form factor.\"<blockquote>“虽然苹果在这个周期中实现了交付，但我们长期以来一直认为这是一个为期2年的5G周期，更好的全球5G覆盖为升级提供了更大的动力，同时我们预计这将是一种新的外形。”</blockquote> Raymond James expects services to benefit from improving unit volume, which is adding to the installed base, along with new service offerings.<blockquote>雷蒙德·詹姆斯(Raymond James)预计服务将受益于单位数量的增加（这将增加安装基础）以及新的服务产品。</blockquote> Installed Base Growth Increases Needham's Optimism: Apple should be valued as an ecosystem company owing to its seamless integration of hardware, software and content, Needham analyst Martin said.<blockquote>装机基数的增长增加了Needham的乐观情绪：Needham分析师Martin表示，由于其硬件、软件和内容的无缝集成，苹果应该被视为一家生态系统公司。</blockquote> A key lead indicator to Apple's upside value are the 1 billion unique iPhone users owning 1.65 billion active devices at the end of 2020, the analyst said. <blockquote>该分析师表示，苹果上涨价值的一个关键领先指标是，截至2020年底，10亿独立iPhone用户拥有16.5亿台活跃设备。</blockquote> Deeper penetration of devices per home, she said, lowers churn and raises life time value, or LTV, per user. Services adds high-margin incremental revenues to LTV, and also lower churn, Martin said. <blockquote>她说，每个家庭设备的更深入渗透可以降低客户流失率，提高每个用户的终身价值（LTV）。马丁表示，服务为LTV增加了高利润的增量收入，并降低了客户流失率。</blockquote> Subscription revenues add recurring revenues, and in the December quarter, Apple added 35 million subscribers to 620 million paid subscribers, according to Needham. <blockquote>根据Needham的数据，订阅收入增加了经常性收入，在12月份的季度，苹果的付费订阅用户增加了3500万，达到6.2亿。</blockquote> AAPL Price Action: Apple shares were down 2.25% at $138.87 at last check Thursday. <blockquote>AAPL价格走势：周四最后一次检查时，苹果股价下跌2.25%，至138.87美元。</blockquote> Related Link: Apple Analyst: iPhone Manufacturer Warrants Premium To The S&amp;P 500 <blockquote>相关链接：苹果分析师：iPhone制造商保证向标普500溢价</blockquote> Photo courtesy of Apple. <blockquote>照片由苹果提供。</blockquote> </body></html><blockquote></blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指","MS":"摩根士丹利"},"source_url":"https://www.benzinga.com/node/19370036","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2107314260","content_text":"Apple Inc (NASDAQ:AAPL) reported better-than-expected fiscal-year first quarter results, aided by strong iPhone momentum, especially in China.\nThe Apple Analysts: Morgan Stanley analyst Katy Huberty maintained an Overweight rating on Apple and increased the price target from $152 to $164.\nWedbush analyst Daniel Ives maintained an Outperform rating and $175 price target. \nRaymond James analyst Chris Caso reiterated an Outperform rating and increased the price target from $150 to $160.\nNeedham analyst Laura Martin maintained a Buy rating and hiked the price target from $140 to $170.\nWhy Apple Could Be Set For Double-Digit Growth: The combination of larger installed base, fully refreshed product portfolio and continued working and learning from home trends suggest Apple is on track to report strong double-digit growth over the next several quarters, Morgan Stanley's Huberty said in a note.\nThe iPhone's strength, especially in China, and across-the-board Services upside contributed most of the beat, and gross margin expanded about two points, the analyst said.\nAlthough Apple did not provide formal revenue guidance, it said it expects normal seasonal trends, suggesting revenue of about $76 billion to $78 billion, she said.\nThis is about $3 billion ahead of the consensus, Huberty said.\nThe active device installed base growth accelerated from 7% a year ago to 10% and services monetization grew at the fastest rate in several years, the analyst said.\nCustomer loyalty remains well north of 90% across Apple products, she said.\nMorgan Stanley now estimates 2020-2025 revenue CAGR of 10%, thanks to accelerating installed base growth, improved services monetization and a recovery in China. Higher gross margins are sustainable given growing FX tailwinds and a continued mix uplift across products, Huberty said. \n\"Net, we raise our forward revenue and margin estimates with FY21 EPS increasing 6% to $4.47 and FY22 EPS increasing 8% to $4.61, both materially above consensus.\"\nRelated Link: Apple Analyst: Cupertino's EV Ambitions Could Play Out With Partnership With Tesla, Chinese EV Brands\nWedbush Mulls On Apple's ‘Jaw Dropper' Q1: Revenue from the iPhone came in well above even the most bullish whisper numbers, Wedbush's Ives said in a note. \nGoing by the 57% year-over-year growth in China, the reality has even exceeded the hype, the analyst said.\n\"iPhone 12 success out of the gates was ‘Usain Bolt-like' and is clearly on a path to meet the supercycle hype with iPhone units that could easily eclipse the previous Cupertino record from FY15 of 231 million units.\" \nThe all-important Services business continues to fire on all cylinders and remains key to the re-rating in shares, he said. \nRaymond James Says Apple Delivered On All Fronts: Despite the late launch of iPhone 12, more revenue was delivered in the December quarter versus what is estimated for the March quarter, Caso said in a note. \nThe analyst estimates that unit volume reached about 73 million, with an ASP approaching $900, the analyst said. \nThe total of December plus implied March guidance is 4% above RayJay's numbers and 7% more than consensus, he said. \nCupertino delivered on all fronts, including iPhone, Macs, wearables and Services, Caso said. \n\"While Apple delivered on this cycle, we've long considered this to be a 2-year 5G cycle, with better global 5G coverage providing greater incentive for upgrades, along with what we expect to be a new form factor.\"\nRaymond James expects services to benefit from improving unit volume, which is adding to the installed base, along with new service offerings.\nInstalled Base Growth Increases Needham's Optimism: Apple should be valued as an ecosystem company owing to its seamless integration of hardware, software and content, Needham analyst Martin said.\nA key lead indicator to Apple's upside value are the 1 billion unique iPhone users owning 1.65 billion active devices at the end of 2020, the analyst said. \nDeeper penetration of devices per home, she said, lowers churn and raises life time value, or LTV, per user. Services adds high-margin incremental revenues to LTV, and also lower churn, Martin said. \nSubscription revenues add recurring revenues, and in the December quarter, Apple added 35 million subscribers to 620 million paid subscribers, according to Needham. \nAAPL Price Action: Apple shares were down 2.25% at $138.87 at last check Thursday. \nRelated Link: Apple Analyst: iPhone Manufacturer Warrants Premium To The S&P 500 \nPhoto courtesy of Apple.","news_type":1,"symbols_score_info":{"03086":0.6,"09086":0.6,"MS":0.72,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1065,"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":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}