Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Apple +4% at nineteen month high following upside Q1 results: Analyst Color (121.35)<ul><li>RBC Capital Mkts raises their AAPL tgt to $140 from $125. They think there were several points for investors to like here — 1) China demand was stronger than expected, 2) despite robust strength in Dec-qtr, AAPL didn't achieve optimal channel inventory exiting Dec-qtr giving confidence in Mar-qtr guide, 3) Mar-qtr gross-margins are depressed by 80bps due to f/x issues — should this stabilize they could see further upside, 4) Services grew 18% y/y despite tough compares and is positioned to sustain double digit growth through FY17, 5) high probability of repatriation and tax reform could unlock the $200B+ of cash on AAPL's balance sheet, and 6) they think the print enables them to see a path towards >$10.00 EPS power through the iPhone 8 cycle, when <strong>AAPL</strong> will benefit from an attractive iPhone product and a growing (and aging) install base of 700M+ iPhone users.</li><li>Cowen notes that with results/guide that was «good enough» to prevent degradation in estimates, iPhone 7/7+ can be said to have «done its job» serving as the bridge to the powder-keg fueled super cycle this Fall. It is hard to argue <strong>AAPL</strong> is inexpensive, but estimates look sufficiently low to them that $135 seems like a veritable layup with $145-150 possible if their estimates and installed base work proves out.</li><li>Needham notes AAPL reported excellent results, in many cases all-time records, driven by outstanding unit sales, higher ASPS and strong services revenue growth. AAPL over delivered their unit and ASP estimates in all categories (other than tablets). Many of APPL's devices were sold out in the Dec quarter, including 7+ iPhone, several tablets, and the Apple Watch, suggesting unit sales could have been higher. Services revenue was strong and we continue to view the AAPL ecosystem's primary competitive advantage as an environment that drives productivity, creativity and engagement any time, in or out of home, for consumers globally. They maintain their Strong Buy rating and $150 target price.</li><li>Stifel raises tgt to $130 from $115 — (7.2x EV/EBITDA on C2018 estimates (vs. 6x historical 5-yr. median). Apple delivered better-than-expected F1Q17 results with iPhone upside / positive commentary (i.e., double-digit installed base growth + record Android switcher contributions) and services growth (+18% y/y) as the most notable takeaways.</li><li>Mizuho raises tgt to $135 from $130. They note Apple reported upside to estimates with iPhone units/ASPs showing outperformance. Management sounded positive about incremental strength across the product portfolio with ongoing services attach to installed base. The co's F2Q outlook showed modest downside to revenue estimates but seemed better than feared. They like what they see and remain positive about the upcoming upgrade cycle opportunity given strong installed base growth.</li><li>Mizuho believes Apple results should be a positive commentary for handset RF suppliers particularly <strong>AVGO</strong>, and memory suppliers <strong>MU</strong>, <strong>WDC</strong>. <strong>AAPL</strong> believes resolving the litigation will take time, a slightly different tone from <strong>QCOM</strong> who was more constructive.</li><li><strong><strong>AAPL</strong> +3.9% at nineteen month high premarket.</strong><ul><li><strong>Apple suppliers: <strong>SMH</strong>, <strong>MRVL</strong> +2.96% <strong>CRUS</strong> +2.20% <strong>SWKS</strong> +1.91% <strong>AVGO</strong> +1.50% <strong>QCOM</strong> +0.51% <strong>QRVO</strong> +0.45% <strong>NXPI</strong> +0.31%</strong></li></ul></li></ul></td> </tr></table>"