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Calm Down Investors, Apple's Reported 'Project Titan' Problems Aren't An Issue Long-Term
Tuesday, January 26, 2016 - 12:00pm | 286Read More...Apple Inc. (NASDAQ: AAPL) shares are flirting with $100 hours before its December earnings reports hits the wires. One story on investors' minds this week was a report from Apple Insider that the company's electric vehicle division -- Project Titan -- has frozen hiring. In a new report...
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JPMorgan Issues Apple Alert: Firm 'Cautious' On Supply Chain, Slow Buyback And Macros
Tuesday, January 26, 2016 - 10:48am | 353Read More...Apple Inc. (NASDAQ: AAPL) shares have been on a downward trajectory for the past couple of months, and have lost 14 percent since October 27. JPMorgan’s Rod Hall maintained an Overweight rating for the company. The company’s FQ1'16 could reflect slower buyback, supply...
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What Catalyst Can Boost Western Digital's Annual EPS By 5%?
Monday, January 25, 2016 - 4:16pm | 286Read More...JPMorgan on Monday issued a company note on Western Digital Corp (NASDAQ: WDC) after the company announced the closing of its Japan manufacturing facility. Analyst Rod Hall wrote, "WDC announced the closure of its head component front-end water facility in Odawara Japan...We calculate that...
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Google's European Tax Settlement Should Speed Up A Ruling On Apple's Irish Tax Case
Monday, January 25, 2016 - 11:47am | 189Read More...JPMorgan's Rod Hall briefly commented in a note on Monday that Alphabet Inc (NASDAQ: GOOG) recent agreement to settle a tax dispute with United Kingdom authorities should speed up a similar ongoing tax dispute between Apple Inc. (NASDAQ: AAPL) and Irish tax authorities. Alphabet's...
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New Compatibility With Intel Chips Does Little For Microsoft's Stock
Monday, January 25, 2016 - 9:00am | 236Read More...Microsoft Corporation (NASDAQ: MSFT) shares are down 6 percent since December 28. JPMorgan’s Rod Hall said that the compatibility of Windows phone with Intel x86 chips did not pose a significant threat. The Windows 10 mobile operating system is now compatible with x86 chips from...
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JP Morgan Cautious On F5 Networks Heading Into Q1 Print
Wednesday, January 20, 2016 - 4:40pm | 256Read More...JPMorgan issued a report highlighting F5 Networks, Inc. (NASDAQ: FFIV) ahead of the company's FQ1'16 results which are scheduled to be announced at market close on January 20. Analysts Rod Hall, Rajagopal Raghunathan and Ashwin Kesireddy wrote, "F5 reported strong growth in the...
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Should Analog Device's Warning Spook Apple Investors?
Friday, January 15, 2016 - 11:23am | 262Read More...JPMorgan on Friday highlighted Analog Devices, Inc. (NASDAQ: ADI) after the company announced it expects first quarter revenue to be about 9 percent below its previous forecast. Analysts Rod Hall, Harlan Sur, and Ashwin Kesireddy gave their opinion on this news and how it affects Apple Inc. (...
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What Are Suppliers Saying About Apple's Q4 Demand?
Thursday, January 14, 2016 - 2:09pm | 277Read More...With Apple Inc. (NASDAQ: AAPL)’s Q4 earnings due out on January 26, JPMorgan analyst Rod Hall is looking for any clues about the strength of Apple’s quarter. In a new report, Hall looked to a pair of Apple suppliers for insight into Apple’s Q4 performance. Blurred Q4...
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JPMorgan Believes Poor Supply Chain Data Already 'Baked Into' Tech Stocks
Wednesday, January 13, 2016 - 10:03am | 409Read More...Shares of Apple Inc. (NASDAQ: AAPL), HP Inc (NYSE: HPQ), Western Digital Corp (NASDAQ: WDC) and Seagate Technology PLC (NASDAQ: STX) are down more than 10 percent since December 14. JPMorgan’s Rod Hall maintained the ratings on all four companies. While 4Q PC sales were softer than...
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Apple's Stock Is Discounting All The Bad News
Friday, January 8, 2016 - 8:51am | 267Read More...Apple Inc. (NASDAQ: AAPL) shares have lost 18 percent in the past month. JP Morgan's Rod Hall maintained an Overweight rating for the company. Apple suppliers preannounced lower-than-expected revenue, but the bad news seems to be priced into the stock, Hall stated. Apple supplier...
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Foxconn Vacation Rumors A Non-Story, But Apple 'Likely' To Continue Cutting Expectations: JPMorgan Analyst
Thursday, January 7, 2016 - 10:46am | 227Read More...Reports on Wednesday suggested Foxconn received a subsidy of several million dollars because of slower iPhone 6s demand, along with talk that the key Apple Inc. (NASDAQ: AAPL) supplier commenced holiday break early because of reduced production. According to Bloomberg, the company said any...
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Does Samsung's Latest Warning Spell Trouble For Apple?
Tuesday, January 5, 2016 - 12:02pm | 259Read More...In a statement on Monday, Samsung Electronics Co Ltd (OTC: SSNLF) said it projects a poor 2016 business environment due to a weakening global economy and increasing competition in the smartphone and chip markets. According to Reuters, Samsung CEO Kwon Oh-hyun attributed part of the...
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Samsung's 'Tough' Outlook Will Have Neutral Impact on Apple
Tuesday, January 5, 2016 - 9:19am | 311Read More...Apple Inc. (NASDAQ: AAPL) shares have declined 11.49 percent over the past month, falling to a low of $102.67 on January 4. JPMorgan’s Rod Hall has maintained an Overweight rating on the company, with a price target of $145. Although Samsung warned of a tough 2016, along with...
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JPMorgan Likes Apple's Management Changes
Friday, December 18, 2015 - 9:17am | 300Read More...Shares of Apple Inc. (NASDAQ: AAPL) have been volatile in 2015, crossing the $130 mark several times, but down 1 percent year-to-date. JP Morgan’s Rod Hall mentioned that management changes announced by the company indicate an increase in focus on operations management and are positive...
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Qualcomm Is Worth Far More Than $48 Per Share; JPMorgan Pounds The Table
Thursday, December 17, 2015 - 11:40am | 329Read More...QUALCOMM, Inc. (NASDAQ: QCOM) have decline 35.33 percent year-to-date, falling to a low of $46.83 on December 14. Rod Hall of JPMorgan has upgraded the rating on the company from Neutral to Overweight, while lowering the price target from $57.50 to $55.00. The upgrade is based on the...





