Barclays analyst Tim Long maintains $Apple (AAPL.US)$ with a sell rating, and maintains the target price at $184.
According to TipRanks data, the analyst has a success rate of 62.2% and a total average return of 13.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Apple (AAPL.US)$'s main analysts recently are as follows:
Post the fiscal Q4 announcement, it was noted that Apple's guide for the December quarter indicates a modest decrease following a satisfactory Q4. The company is projecting revenue growth for Q1 to be in the low to mid single digits on a year-over-year basis, which is slightly below market expectations. It's estimated that Q1 iPhone revenue will see a marginal increase of 1%, aligning with subdued supply chain observations and modest demand for the iPhone 16.
The firm has revised its projections for iPhone revenue, unit sales, and average selling prices - ASPs - for the years 2024-2026 downward. It was noted that the forward earnings multiple applied to the stock is at the upper end of the observed post-COVID range. The new estimates suggest 2024 iPhone revenue to be $200.9 billion compared to the previous $209.1 billion, 2025 revenue at $211.0 billion versus the earlier $226.5 billion estimate, and 2026 revenue forecasted at $223.9 billion down from $238.9 billion. Additionally, the unit forecast for 2024 has been adjusted to 220.2 million from 224.3 million with a reduced ASP, and similar downward revisions for 2025 and 2026 unit estimates and ASPs have been made.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Tim Long維持$蘋果 (AAPL.US)$賣出評級，維持目標價184美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.2%，總平均回報率為13.3%。
此外，綜合報道，$蘋果 (AAPL.US)$近期主要分析師觀點如下：
在財季第四季度公告發布後，注意到蘋果對12月季度的指引表明，在一個令人滿意的第四季度之後，將出現適度下降。該公司預計第一季度的營業收入增長將在同比基礎上爲低至中單位數百分點，略低於市場預期。據估算，第一季度iPhone營收將略有增長1%，與淡定的供應鏈觀察和iPhone 16的適度需求相吻合。
該公司已下調了2024年至2026年iPhone營收、銷量和平均售價（ASPs）的預測。注意到對該股票應用的前瞻收益倍數位於觀察到的COVID後範圍的最高水平。新的估計表明，2024年iPhone營收爲$2009億，而之前的估計爲$2091億，2025年營收爲$2110億，而之前的預估爲$2265億，2026年的營收預計爲$2239億，低於$2389億。此外，對2024年的銷售數量預測已從22430萬調整爲22020萬，伴隨着降低的ASP，對於2025年和2026年的單位估計和ASP也進行了類似的下調。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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