에어코어는 투자자에게 보내는 리서치 노트에서 애플 iOS 14.5부터 적용한 앱 추적 투명성 정책이 효과를 보면서 광고에 막대한 영향을 미치고 있으며, 막대한 아이폰 및 애플 기기들의 설치 댓수를 고려 시 애플 광고 사업 진출 가능성이 매우 높다고 분석했습니다.
애플 주가 추이
아래 그래프는 IE와 같은 레거시 브라우저에서는 제대로 보이지 않으니, 크롬과 같은 모던 브라우저를 사용하면 제대로 볼 수 있습니다. 아직 한국에서는 iE 브라우저 사용자가 어느 정도 되지만 해외에서는 거의 사라진 브라우저로 대부분 업체에서 지원을 중단하고 있습니다.
Evercore ISI, 본격적인 애플 광고 사업 진출 가능성
Evercore 애널리스트 Amit Daryanani는 앞으로는 Apple 투자에서 광고 사업 기회도 주목해야 한다고 주장했습니다.
“마케팅 에이전시 Big Three Wheels 창업자인 Michael Kenny와 전화 인터뷰를 통해서 Apple의 광고 시장 영향력을 재확인할 수 있었습니다.
Kenny 창립자는 Appel의 앱 추적 투명성 정책(ATT, App Tracking Transparency) 프레임워크가 디지털 광고 시장에서 Apple 점유율을 확대시키고 있다고 언급했습니다”
“Apple의 설치기반과 서비스 전략을 고려했을 때, Apple이 광고 시장에서 영향력을 확대하며 수익 모델을 개발할 가능성은 매우 높습니다.”
“iOS에서 지원되는 SKAdNetwork 프레임워크가 가지는 기회를 고려했을 때, 수 년 내로 Apple 투자자들이 광고 사업 또한 투자전략에 반영하게 될 것으로 보입니다.”
Daryanani는 애플 투자의견으로 Outperform을 유지했고, 애플 목표주가 180달러를 유지했습니다.
월가의 애플 투자의견 및 애플 목표 주가 제시 추이
월가 투자은행들의 목표 주가 추이가 어떻게 흘러왔는지를 살펴보기 위해 시계열로 애플 목표 주가 추이를 차트로 표현해 보았습니다. 목표 주가를 제시한 투자 은행은 이 차트에서는 확인 할 수 없고 아래 투자은행들의 구체적인 목표 주가를 정리한 테이블을 살펴보면 알 수 있습니다
월가 투자은행들의 애플 투자 의견 및 애플 목표 주가
월가 투자은행드링 지금까지 제시한 애플 투자의견 및 애플 목표 주가 제시 이력을 간단히 테이블로 정리해 보았으니 참고 하시기 바랍니다.
Date | 투자은행 | 등급 조정 | 투자 의견 | 투자 등급 | 목표가격 |
---|---|---|---|---|---|
11.12.2019 | RBC | Initiated by | Outperform | 71 | |
11.13.2019 | RBC | Target Set by | Buy | 73 | |
11.14.2019 | Maxim Group | Downgraded by | Sell | 47 | |
11.15.2019 | JPMorgan | Reiterated by | Buy | 72 | |
11.15.2019 | Piper Jaffray | Target Raised by | Overweight | 72 | |
11.15.2019 | Wedbush | Reiterated by | Buy | 81 | |
11.19.2019 | Credit Suisse | Reiterated by | Neutral | 55 | |
11.19.2019 | UBS | Reiterated by | Buy | 70 | |
11.26.2019 | Cascend | Target Raised by | Buy | 72 | |
12.02.2019 | JPMorgan | Target Raised by | Overweight | 74 | |
12.04.2019 | Maxim Group | Downgraded by | Sell | 47 | |
12.05.2019 | Citigroup | Target Raised by | Buy | 75 | |
12.06.2019 | Loop | Reiterated by | Hold | 66 | |
12.09.2019 | China Renaissance | Initiated by | Buy | 85 | |
12.09.2019 | Rosenblatt | Reiterated by | Sell | 37 | |
12.10.2019 | Nomura | Reiterated by | Hold | 56 | |
12.10.2019 | UBS | Target Set by | Buy | 70 | |
12.11.2019 | Evercore ISI | Reiterated by | Outperform | 76 | |
12.12.2019 | Wedbush | Reiterated by | Buy | 81 | |
12.17.2019 | Cowen | Reiterated by | Outperform | 81 | |
12.20.2019 | Piper Jaffray | Target Raised by | Outperform | 76 | |
12.23.2019 | Wedbush | Target Raised by | Outperform | 87 | |
12.30.2019 | Tigress | Reiterated by | Buy | ||
01.02.2020 | Wedbush | Upgraded by | Outperform | 87 | |
01.03.2020 | BOA | Target Raised by | Buy | 82 | |
01.03.2020 | DZ Bank | Downgraded by | Hold | ||
01.03.2020 | Jefferies | Downgraded by | Hold | ||
01.03.2020 | Loop | Downgraded by | Hold | ||
01.03.2020 | Macquarie | Downgraded by | Neutral | ||
01.03.2020 | RBC | Target Raised by | Outperform | 82 | |
01.03.2020 | UBS | Target Raised by | Positive | 82 | |
01.06.2020 | Cascend | Target Raised by | Buy | 87 | |
01.06.2020 | JPMorgan | Target Set by | Buy | 74 | |
01.06.2020 | Needham | Downgraded by | Buy | 87 | |
01.09.2020 | Jefferies | Target Raised by | Buy | 87 | |
01.09.2020 | Nomura | Reiterated by | Hold | 56 | |
01.09.2020 | Wedbush | Reiterated by | Buy | 87 | |
01.10.2020 | Argus | Reiterated by | Buy | 87 | |
01.10.2020 | Credit Suisse | Reiterated by | Neutral | 68 | |
01.10.2020 | Sanford | Reiterated by | Hold | 75 | |
01.10.2020 | UBS | Target Raised by | Buy | 88 | |
01.13.2020 | DA Davidson | Target Raised by | Buy | 93 | |
01.14.2020 | Atlantic | Downgraded by | Underweight | 68 | |
01.14.2020 | Canaccord Genuity | Upgraded by | Buy | 88 | |
01.15.2020 | Wedbush | Reiterated by | Outperform | ||
01.17.2020 | Morgan Stanley | Target Raised by | Overweight | 92 | |
01.17.2020 | Nomura | Target Raised by | Neutral | 70 | |
01.21.2020 | Credit Suisse | Target Set by | Neutral | 68 | |
01.21.2020 | DA Davidson | Reiterated by | Buy | 93 | |
01.23.2020 | BOA | Target Raised by | 85 | ||
01.23.2020 | KeyCorp | Reiterated by | Hold | ||
01.24.2020 | Cowen | Target Raised by | Outperform | 87 | |
01.24.2020 | Rosenblatt | Target Raised by | Sell | 62 | |
01.24.2020 | Wedbush | Target Raised by | Outperform | 100 | |
01.27.2020 | Credit Suisse | Target Raised by | Neutral | 68 | |
01.27.2020 | Deutsche Bank | Target Raised by | Hold | 72 | |
01.28.2020 | Canaccord Genuity | Upgraded by | Buy | 88 | |
01.29.2020 | BOA | Target Raised by | Buy | 87 | |
01.29.2020 | Cascend | Target Raised by | Buy | 93 | |
01.29.2020 | Citigroup | Target Raised by | Buy | 93 | |
01.29.2020 | DA Davidson | Target Raised by | Positive | 96 | |
01.29.2020 | DZ Bank | Reiterated by | Buy | 88 | |
01.29.2020 | Evercore ISI | Target Raised by | Outperform | 91 | |
01.29.2020 | JPMorgan | Target Raised by | Buy | 87 | |
01.29.2020 | Loop | Reiterated by | Hold | 81 | |
01.29.2020 | Maxim Group | Upgraded by | Hold | ||
01.29.2020 | Monness | Target Raised by | Buy | 92 | |
01.29.2020 | New Street | Upgraded by | Neutral | ||
01.29.2020 | Nomura | Target Raised by | Neutral | 73 | |
01.29.2020 | Piper | Target Raised by | Overweight | 85 | |
01.29.2020 | Raymond James | Target Raised by | Outperform | 90 | |
01.29.2020 | Robert W. Baird | Target Raised by | Outperform | 90 | |
01.29.2020 | RBC | Target Raised by | Outperform | 89 | |
01.29.2020 | Sanford | Reiterated by | Hold | 75 | |
01.29.2020 | Goldman Sachs | Target Raised by | Neutral | 75 | |
01.29.2020 | UBS | Target Set by | Buy | 88 | |
01.29.2020 | Wells Fargo | Target Raised by | Equal Weight | 78 | |
01.30.2020 | Zacks | Downgraded by | Hold | 93 | |
02.03.2020 | Deutsche Bank | Reiterated by | Neutral | 76 | |
02.03.2020 | Wedbush | Reiterated by | Buy | 100 | |
02.07.2020 | Evercore ISI | Initiated by | Buy | 91 | |
02.10.2020 | Wedbush | Reiterated by | Buy | 100 | |
02.17.2020 | Canaccord Genuity | Upgraded by | Buy | 86 | |
02.18.2020 | Barclays | Target Lowered by | Equal Weight | 74 | |
02.18.2020 | DA Davidson | Reiterated by | Buy | 92 | |
02.18.2020 | Deutsche Bank | Reiterated by | Hold | 76 | |
02.18.2020 | JPMorgan | Reiterated by | Buy | 87 | |
02.18.2020 | Morgan Stanley | Reiterated by | Buy | 92 | |
02.18.2020 | Robert W. Baird | Reiterated by | Buy | 90 | |
02.18.2020 | RBC | Target Set by | Buy | 89 | |
02.18.2020 | Sanford | Reiterated by | Hold | 75 | |
02.18.2020 | Goldman Sachs | Reiterated by | Hold | 75 | |
02.18.2020 | UBS | Target Set by | Buy | 88 | |
02.19.2020 | Credit Suisse | Target Set by | Neutral | 72 | |
02.24.2020 | UBS | Target Set by | Buy | 88 | |
02.25.2020 | Cowen | Reiterated by | Buy | 92 | |
03.01.2020 | Oppenheimer | Upgraded by | Outperform | 80 | |
03.02.2020 | Cascend | Reiterated by | Buy | 87 | |
03.03.2020 | Wedbush | Reiterated by | Buy | 100 | |
03.06.2020 | BOA | Reiterated by | Buy | 87 | |
03.06.2020 | Deutsche Bank | Reiterated by | Neutral | 73 | |
03.06.2020 | Nomura | Reiterated by | Neutral | 73 | |
03.06.2020 | UBS | Target Lowered by | Buy | 83 | |
03.11.2020 | Citigroup | Target Lowered by | Buy | 80 | |
03.13.2020 | Wells Fargo | Upgraded by | Overweight | 78 | |
03.16.2020 | Credit Suisse | Target Set by | Neutral | 72 | |
03.16.2020 | JPMorgan | Target Set by | Buy | 87 | |
03.17.2020 | Jefferies | Reiterated by | Buy | 80 | |
03.17.2020 | Morgan Stanley | Target Lowered by | Overweight | 82 | |
03.17.2020 | Goldman Sachs | Target Raised by | Neutral | 75 | |
03.18.2020 | Wedbush | Upgraded by | Outperform | 83 | |
03.19.2020 | Canaccord Genuity | Reiterated by | Buy | 75 | |
03.23.2020 | DZ Bank | Reiterated by | Buy | ||
03.23.2020 | Nomura | Target Lowered by | 56 | ||
03.24.2020 | Deutsche Bank | Upgraded by | Buy | 67 | |
03.24.2020 | Piper | Target Lowered by | 65 | ||
03.26.2020 | BOA | Target Lowered by | 75 | ||
03.26.2020 | Barclays | Reiterated by | Neutral | 67 | |
03.26.2020 | Sanford | Reiterated by | Hold | 75 | |
03.26.2020 | Wedbush | Reiterated by | Outperform | 83 | |
03.30.2020 | UBS | Reiterated by | Buy | 72 | |
04.03.2020 | Cowen | Target Lowered by | Outperform | 83 | |
04.03.2020 | Credit Suisse | Target Lowered by | Neutral | 65 | |
04.03.2020 | Morgan Stanley | Target Lowered by | Overweight | 74 | |
04.06.2020 | Wedbush | Reiterated by | Buy | 83 | |
04.08.2020 | JPMorgan | Target Lowered by | Overweight | 83 | |
04.08.2020 | Piper | Target Raised by | Overweight | 75 | |
04.09.2020 | Nomura | Target Raised by | Neutral | 60 | |
04.13.2020 | Raymond James | Target Lowered by | Outperform | 76 | |
04.13.2020 | Sanford | Target Lowered by | Market Perform | 71 | |
04.14.2020 | Canaccord Genuity | Reiterated by | Buy | 75 | |
04.14.2020 | JPMorgan | Reiterated by | Buy | 83 | |
04.14.2020 | Tigress | Reiterated by | Buy | ||
04.14.2020 | UBS | Target Set by | Buy | 72 | |
04.16.2020 | Deutsche Bank | Target Raised by | Buy | 71 | |
04.16.2020 | Piper | Reiterated by | Buy | 75 | |
04.16.2020 | Robert W. Baird | Target Lowered by | Outperform | 78 | |
04.17.2020 | Goldman Sachs | Downgraded by | Sell | 58 | |
04.20.2020 | Loop | Target Lowered by | Hold | 70 | |
04.21.2020 | Nomura | Reiterated by | Hold | 60 | |
04.22.2020 | Sanford | Reiterated by | Neutral | 71 | |
04.22.2020 | Wedbush | Reiterated by | Buy | 83 | |
04.24.2020 | Goldman Sachs | Reiterated by | Sell | 59 | |
04.27.2020 | BOA | Target Raised by | Buy | 80 | |
04.27.2020 | JPMorgan | Target Set by | Buy | 83 | |
04.27.2020 | UBS | Target Set by | Buy | 81 | |
04.28.2020 | Credit Suisse | Reiterated by | Hold | 65 | |
04.30.2020 | RBC | Target Set by | Buy | 86 | |
05.01.2020 | BOA | Target Raised by | Buy | 80 | |
05.01.2020 | Barclays | Target Raised by | Equal Weight | 72 | |
05.01.2020 | Canaccord Genuity | Target Raised by | Buy | 77 | |
05.01.2020 | Cascend | Target Lowered by | Buy | 81 | |
05.01.2020 | Cowen | Reiterated by | Buy | 83 | |
05.01.2020 | DA Davidson | Target Lowered by | Buy | 88 | |
05.01.2020 | Deutsche Bank | Target Raised by | Buy | 76 | |
05.01.2020 | JPMorgan | Target Raised by | Overweight | 87 | |
05.01.2020 | Morgan Stanley | Target Raised by | Overweight | 81 | |
05.01.2020 | Needham | Reiterated by | Buy | 87 | |
05.01.2020 | Nomura | Target Raised by | Neutral | 62 | |
05.01.2020 | Nomura Instinet | Target Raised by | Neutral | 62 | |
05.01.2020 | Oppenheimer | Reiterated by | Buy | 80 | |
05.01.2020 | Piper | Target Raised by | Overweight | 77 | |
05.01.2020 | Raymond James | Target Raised by | Outperform | 85 | |
05.01.2020 | Sanford | Target Set by | Neutral | 71 | |
05.01.2020 | Goldman Sachs | Reiterated by | Sell | 60 | |
05.04.2020 | DZ Bank | Reiterated by | Buy | ||
05.04.2020 | UBS | Target Set by | Buy | 81 | |
05.06.2020 | Daiwa Markets | Target Raised by | Outperform | 80 | |
05.12.2020 | JPMorgan | Target Set by | Buy | 87 | |
05.12.2020 | UBS | Target Set by | Buy | 81 | |
05.12.2020 | Wedbush | Target Raised by | Outperform | 87 | |
05.18.2020 | Wedbush | Reiterated by | Outperform | ||
05.27.2020 | BOA | Target Raised by | Buy | 85 | |
05.27.2020 | Deutsche Bank | Target Raised by | Buy | 80 | |
05.27.2020 | Jefferies | Target Raised by | Buy | 92 | |
05.28.2020 | JPMorgan | Target Raised by | Overweight | 91 | |
06.03.2020 | DZ Bank | Reiterated by | Buy | ||
06.03.2020 | Morgan Stanley | Target Raised by | Overweight | 85 | |
06.03.2020 | Sanford | Reiterated by | Hold | 71 | |
06.05.2020 | Credit Suisse | Target Raised by | Neutral | 73 | |
06.05.2020 | Wedbush | Target Raised by | Outperform | 93 | |
06.10.2020 | Deutsche Bank | Target Raised by | Buy | 87 | |
06.10.2020 | HSBC Holdings plc | Upgraded by | Hold | 73 | |
06.10.2020 | JPMorgan | Reiterated by | Buy | 91 | |
06.11.2020 | BOA | Reiterated by | Buy | 97 | |
06.11.2020 | Wells Fargo | Target Raised by | Overweight | 96 | |
06.16.2020 | Citigroup | Target Raised by | Buy | 100 | |
06.16.2020 | Wedbush | Target Raised by | Outperform | 106 | |
06.17.2020 | RBC | Upgraded by | Outperform | 97 | |
06.19.2020 | Jefferies | Target Raised by | Buy | 101 | |
06.19.2020 | Wedbush | Initiated by | Buy | 93 | |
06.22.2020 | Cowen | Target Raised by | Outperform | 100 | |
06.23.2020 | Credit Suisse | Target Set by | Neutral | 73 | |
06.23.2020 | Deutsche Bank | Target Raised by | Buy | 95 | |
06.23.2020 | JPMorgan | Reiterated by | Buy | ||
06.23.2020 | Loop | Target Raised by | Hold | 82 | |
06.23.2020 | Monness | Initiated by | Buy | 92 | |
06.23.2020 | Oppenheimer | Reiterated by | Buy | 80 | |
06.23.2020 | Robert W. Baird | Target Raised by | Outperform | 97 | |
06.23.2020 | Sanford | Target Raised by | Market Perform | 92 | |
06.23.2020 | Goldman Sachs | Reiterated by | Sell | 65 | |
06.23.2020 | UBS | Target Raised by | Buy | 100 | |
06.25.2020 | Wedbush | Target Raised by | Outperform | 106 | |
06.26.2020 | Barclays | Reiterated by | Neutral | 81 | |
07.15.2020 | BOA | Reiterated by | Buy | 102 | |
07.15.2020 | Needham | Target Raised by | Buy | 112 | |
07.16.2020 | Canaccord Genuity | Target Raised by | Buy | 111 | |
07.24.2020 | Sanford | Reiterated by | Hold | 92 | |
07.24.2020 | Wells Fargo | Upgraded by | Overweight | 105 | |
07.24.2020 | Wolfe | Initiated by | Underperform | 78 | |
07.27.2020 | JPMorgan | Reiterated by | Overweight | 106 | |
07.27.2020 | Wedbush | Reiterated by | Buy | 112 | |
07.28.2020 | RBC | Target Set by | Buy | 97 | |
07.29.2020 | Credit Suisse | Reiterated by | Neutral | 85 | |
07.30.2020 | Wells Fargo | Reiterated by | Buy | ||
07.31.2020 | BOA | Target Raised by | Buy | 105 | |
07.31.2020 | Barclays | Target Raised by | Equal Weight | 100 | |
07.31.2020 | Canaccord Genuity | Target Raised by | Buy | 115 | |
07.31.2020 | Cascend | Target Raised by | Buy | 125 | |
07.31.2020 | Citigroup | Reiterated by | Buy | 112 | |
07.31.2020 | Cowen | Target Raised by | Outperform | 117 | |
07.31.2020 | DA Davidson | Target Raised by | Buy | 120 | |
07.31.2020 | Deutsche Bank | Reiterated by | Buy | 110 | |
07.31.2020 | JPMorgan | Target Set by | Buy | 115 | |
07.31.2020 | Loop | Target Raised by | Hold | 94 | |
07.31.2020 | Monness | Target Raised by | Buy | 117 | |
07.31.2020 | Morgan Stanley | Target Raised by | Overweight | 107 | |
07.31.2020 | Oppenheimer | Target Raised by | Outperform | 105 | |
07.31.2020 | Piper | Target Raised by | Overweight | 112 | |
07.31.2020 | Raymond James | Target Raised by | Outperform | 110 | |
07.31.2020 | RBC | Target Raised by | Outperform | 111 | |
07.31.2020 | Sanford | Target Raised by | Market Perform | 100 | |
07.31.2020 | Goldman Sachs | Reiterated by | Sell | 78 | |
07.31.2020 | UBS | Target Raised by | Buy | 106 | |
07.31.2020 | Wedbush | Target Raised by | Outperform | 118 | |
08.05.2020 | Wells Fargo | Target Raised by | Overweight | 121 | |
08.06.2020 | Zacks | Upgraded by | Strong Buy | 126 | |
08.09.2020 | Wedbush | Target Raised by | Outperform | 128 | |
08.10.2020 | Deutsche Bank | Target Raised by | Buy | 120 | |
08.11.2020 | Fundamental | Target Raised by | Above Average | 112 | |
08.14.2020 | Sanford | Reiterated by | Hold | 100 | |
08.16.2020 | Wedbush | Reiterated by | Buy | 128 | |
08.24.2020 | Morgan Stanley | Target Raised by | Overweight | 130 | |
08.26.2020 | Wedbush | Upgraded by | Outperform | ||
08.31.2020 | Argus | Upgraded by | Buy | 150 | |
08.31.2020 | DZ Bank | Reiterated by | Buy | ||
08.31.2020 | Monness | Target Raised by | Buy | 144 | |
08.31.2020 | Wedbush | Target Set by | 150 | ||
09.01.2020 | BOA | Reiterated by | Neutral | 140 | |
09.01.2020 | Canaccord Genuity | Target Raised by | 145 | ||
09.01.2020 | Citigroup | Target Raised by | Neutral | 140 | |
09.01.2020 | Cowen | Target Lowered by | Outperform | 133 | |
09.01.2020 | JPMorgan | Target Raised by | Overweight | 150 | |
09.07.2020 | Wedbush | Reiterated by | Buy | 150 | |
09.08.2020 | Atlantic | Reiterated by | Sell | 96 | |
09.08.2020 | Macquarie | Reiterated by | Hold | 66 | |
09.08.2020 | Goldman Sachs | Downgraded by | Sell | 80 | |
09.09.2020 | JPMorgan | Target Set by | Buy | 150 | |
09.10.2020 | Robert W. Baird | Target Raised by | Outperform | 133 | |
09.14.2020 | Oppenheimer | Reiterated by | Outperform | 125 | |
09.16.2020 | Barclays | Reiterated by | Neutral | 100 | |
09.16.2020 | Credit Suisse | Reiterated by | Neutral | 95 | |
09.16.2020 | JPMorgan | Reiterated by | Buy | ||
09.16.2020 | Needham | Target Raised by | Buy | 140 | |
09.16.2020 | Sanford | Reiterated by | Neutral | 100 | |
09.16.2020 | Goldman Sachs | Target Set by | Sell | 80 | |
09.17.2020 | Jefferies | Target Raised by | Buy | 135 | |
09.21.2020 | Citigroup | Target Raised by | Buy | 125 | |
09.22.2020 | Raymond James | Target Raised by | Outperform | 120 | |
09.23.2020 | UBS | Reiterated by | Neutral | 115 | |
09.25.2020 | BNP | Upgraded by | Outperform | 140 | |
09.29.2020 | Zacks | Downgraded by | Hold | 121 | |
10.12.2020 | RBC | Target Raised by | Outperform | 132 | |
10.12.2020 | Wedbush | Reiterated by | Outperform | ||
10.13.2020 | Piper | Upgraded by | Buy | 130 | |
10.14.2020 | Argus | Upgraded by | Buy | 150 | |
10.14.2020 | Credit Suisse | Target Raised by | Neutral | 106 | |
10.14.2020 | Jefferies | Target Raised by | Buy | 140 | |
10.14.2020 | JPMorgan | Target Set by | Buy | 150 | |
10.14.2020 | Needham | Reiterated by | Buy | 140 | |
10.14.2020 | Goldman Sachs | Target Set by | Sell | 80 | |
10.14.2020 | Wedbush | Target Raised by | Overweight | 150 | |
10.14.2020 | Wells Fargo | Upgraded by | Positive | ||
10.22.2020 | Piper | Upgraded by | Overweight | 135 | |
10.26.2020 | Atlantic | Initiated by | Overweight | 150 | |
10.26.2020 | Credit Suisse | Target Set by | Neutral | 106 | |
10.26.2020 | JPMorgan | Target Set by | Buy | 150 | |
10.26.2020 | Loop | Target Lowered by | Hold | 135 | |
10.30.2020 | Barclays | Target Set by | Neutral | 100 | |
10.30.2020 | DA Davidson | Target Raised by | Buy | 133 | |
10.30.2020 | Fundamental | Target Raised by | Hold | 113 | |
10.30.2020 | Raymond James | Target Raised by | Outperform | 140 | |
10.30.2020 | Goldman Sachs | Reiterated by | Sell | 75 | |
10.30.2020 | UBS | Target Set by | Neutral | 115 | |
11.02.2020 | Credit Suisse | Target Set by | Neutral | 106 | |
11.09.2020 | JPMorgan | Target Set by | Buy | 150 | |
11.09.2020 | Wedbush | Reiterated by | Buy | 150 | |
11.10.2020 | Credit Suisse | Target Set by | Neutral | 106 | |
11.16.2020 | JPMorgan | Target Set by | Buy | 150 | |
11.17.2020 | Credit Suisse | Target Set by | Neutral | 106 | |
11.19.2020 | Goldman Sachs | Reiterated by | Sell | 75 | |
11.25.2020 | Wedbush | Reiterated by | Outperform | ||
11.30.2020 | Loop | Upgraded by | Buy | 131 | |
12.09.2020 | Wedbush | Target Raised by | Outperform | 160 | |
12.14.2020 | UBS | Target Set by | Neutral | 115 | |
12.15.2020 | Cascend | Target Raised by | Buy | 140 | |
12.16.2020 | Morgan Stanley | Target Raised by | Overweight | 144 | |
12.18.2020 | CSB | Target Raised by | 150 | ||
12.18.2020 | Unknown | Target Raised by | 150 | ||
12.21.2020 | UBS | Target Set by | Neutral | 115 | |
12.22.2020 | RBC | Reiterated by | Buy | 132 | |
12.28.2020 | RBC | Target Set by | Buy | 132 | |
12.28.2020 | UBS | Target Set by | Neutral | 115 | |
01.04.2021 | Credit Suisse | Target Raised by | Neutral | 120 | |
01.04.2021 | RBC | Target Set by | Buy | 132 | |
01.04.2021 | UBS | Target Set by | Neutral | 115 | |
01.05.2021 | Canaccord Genuity | Target Raised by | Buy | 150 | |
01.05.2021 | JPMorgan | Target Set by | Buy | 150 | |
01.12.2021 | Wells Fargo | Target Raised by | Overweight | 155 | |
01.13.2021 | UBS | Target Set by | Neutral | 115 | |
01.14.2021 | Barclays | Target Raised by | Equal Weight | 116 | |
01.15.2021 | Loop | Target Raised by | Buy | 155 | |
01.21.2021 | Morgan Stanley | Target Raised by | Overweight | 152 | |
01.22.2021 | Cowen | Target Raised by | Outperform | 153 | |
01.25.2021 | Evercore ISI | Target Raised by | Outperform | 160 | |
01.25.2021 | JPMorgan | Reiterated by | Overweight | 150 | |
01.25.2021 | Raymond James | Target Raised by | Outperform | 150 | |
01.25.2021 | Wedbush | Target Raised by | Outperform | 175 | |
01.26.2021 | Cascend | Target Raised by | Buy | 170 | |
01.26.2021 | RBC | Reiterated by | Buy | 145 | |
01.28.2021 | Barclays | Reiterated by | Neutral | 136 | |
01.28.2021 | Canaccord Genuity | Target Raised by | Buy | 155 | |
01.28.2021 | Credit Suisse | Target Raised by | Neutral | 140 | |
01.28.2021 | DA Davidson | Target Raised by | Buy | 167 | |
01.28.2021 | Monness | Target Raised by | Buy | 170 | |
01.28.2021 | Morgan Stanley | Target Raised by | Overweight | 164 | |
01.28.2021 | Needham | Target Raised by | Buy | 170 | |
01.28.2021 | Piper | Target Raised by | Overweight | 160 | |
01.28.2021 | RBC | Upgraded by | Outperform | 154 | |
01.28.2021 | Sanford | Target Raised by | Neutral | 132 | |
01.28.2021 | UBS | Target Set by | Neutral | 115 | |
01.28.2021 | Wells Fargo | Target Raised by | Overweight | 160 | |
02.04.2021 | Fundamental | Reiterated by | 148 | ||
02.05.2021 | Fundamental | Target Raised by | Buy | 148 | |
02.08.2021 | RBC | Reiterated by | Buy | 171 | |
02.15.2021 | Deutsche Bank | Target Set by | Buy | 160 | |
02.15.2021 | Morgan Stanley | Reiterated by | Buy | 164 | |
03.08.2021 | Sanford | Target Set by | Neutral | 132 | |
03.10.2021 | Wedbush | Target Raised by | Outperform | 151 | |
03.11.2021 | JPMorgan | Target Set by | Buy | 150 | |
03.16.2021 | Evercore ISI | Target Raised by | Outperform | 175 | |
03.16.2021 | Wedbush | Reiterated by | Outperform | 175 | |
03.26.2021 | UBS | Target Set by | Neutral | 115 | |
03.30.2021 | Zacks | Downgraded by | Hold | 128 | |
03.31.2021 | UBS | Upgraded by | Buy | 142 | |
04.01.2021 | Goldman Sachs | Reiterated by | Sell | 83 | |
04.06.2021 | Morgan Stanley | Target Raised by | Overweight | 164 | |
04.06.2021 | UBS | Target Set by | Buy | 142 | |
04.12.2021 | UBS | Target Set by | Buy | 142 | |
04.13.2021 | Morgan Stanley | Boost Price Target | Overweight | 157 | |
04.14.2021 | JPMorgan | Set Price Target | Buy | 150 | |
04.19.2021 | Morgan Stanley | Boost Price Target | Overweight | 158 | |
04.21.2021 | JPMorgan | Set Price Target | Buy | 150 | |
04.21.2021 | Needham | Reiterated Rating | Buy | 170 | |
04.21.2021 | Goldman Sachs | Set Price Target | Sell | 83 | |
04.26.2021 | Credit Suisse | Boost Price Target | Neutral | 150 | |
04.26.2021 | Morgan Stanley | Boost Price Target | Overweight | 161 | |
04.27.2021 | JPMorgan | Set Price Target | Buy | 150 | |
04.29.2021 | Barclays | Boost Price Target | Equal Weight | 138 | |
04.29.2021 | Canaccord Genuity | Upgrade | Buy | 165 | |
04.29.2021 | Deutsche Bank | Boost Price Target | Buy | 165 | |
04.29.2021 | Fundamental | Lower Price Target | Buy | 144 | |
04.29.2021 | Jefferies | Boost Price Target | Buy | 175 | |
04.29.2021 | JPMorgan | Boost Price Target | Overweight | 165 | |
04.29.2021 | Monness | Boost Price Target | Buy | 180 | |
04.29.2021 | Raymond James | Boost Price Target | Outperform | 185 | |
04.29.2021 | Robert W. Baird | Boost Price Target | Outperform | 160 | |
04.29.2021 | Goldman Sachs | Set Price Target | Neutral | 130 | |
04.29.2021 | UBS | Boost Price Target | Buy | 155 | |
04.29.2021 | Wedbush | Boost Price Target | Outperform | 185 | |
05.05.2021 | Canaccord Genuity | Boost Price Target | Buy | 165 | |
05.05.2021 | JPMorgan | Reiterated Rating | Buy | 165 | |
05.05.2021 | Goldman Sachs | Upgrade | Neutral | 130 | |
05.11.2021 | Fundamental | Lower Price Target | Buy | 144 | |
05.11.2021 | Sanford | Set Price Target | Neutral | 132 | |
05.19.2021 | Barclays | Lower Price Target | Equal Weight | 134 | |
05.20.2021 | UBS | Set Price Target | Buy | 155 | |
05.26.2021 | Fundamental | Lower Price Target | Buy | 144 | |
05.28.2021 | New Street | Downgrade | Sell | 90 | |
06.08.2021 | Credit Suisse | Reiterated Rating | Neutral | 150 | |
06.08.2021 | Goldman Sachs | Reiterated Rating | Neutral | 130 | |
06.15.2021 | Fundamental | Lower Price Target | Buy | 144 | |
06.24.2021 | Morgan Stanley | Boost Price Target | Overweight | 162 | |
06.27.2021 | Evercore ISI | Reiterated Rating | Buy | ||
06.30.2021 | UBS | Reiterated Rating | Buy | 155 | |
07.06.2021 | JPMorgan | Boost Price Target | Overweight | 170 | |
07.14.2021 | JPMorgan | Boost Price Target | Overweight | 175 | |
07.15.2021 | Morgan Stanley | Boost Price Target | Overweight | 166 | |
07.19.2021 | Deutsche Bank | Reiterated Rating | Buy | 165 | |
07.20.2021 | UBS | Boost Price Target | Buy | 166 | |
07.22.2021 | Canaccord Genuity | Upgrade | Buy | 175 | |
07.23.2021 | JPMorgan | Set Price Target | 175 | ||
07.26.2021 | Zacks | Downgrade | Hold | 171 | |
07.27.2021 | Credit Suisse | Set Price Target | 146 | ||
07.28.2021 | Barclays | Boost Price Target | Equal Weight | 142 | |
07.28.2021 | Canaccord Genuity | Boost Price Target | Buy | 185 | |
07.28.2021 | DA Davidson | Boost Price Target | Buy | 175 | |
07.28.2021 | Deutsche Bank | Boost Price Target | Buy | 175 | |
07.28.2021 | Evercore ISI | Boost Price Target | Outperform | 180 | |
07.28.2021 | Loop | Boost Price Target | Buy | 165 | |
07.28.2021 | Monness | Boost Price Target | Buy | 184 | |
07.28.2021 | Morgan Stanley | Boost Price Target | Overweight | 168 | |
07.28.2021 | Needham | Initiated Coverage | Buy | 170 | |
07.28.2021 | Oppenheimer | Boost Price Target | Outperform | 165 | |
07.28.2021 | Piper | Boost Price Target | Overweight | 165 | |
07.28.2021 | Sanford | Set Price Target | 132 | ||
07.28.2021 | Goldman Sachs | Set Price Target | 140 | ||
07.28.2021 | UBS | Boost Price Target | Buy | 175 | |
07.28.2021 | Wells Fargo | Upgrade | Overweight | 165 | |
07.28.2021 | Wolfe | Boost Price Target | Underperform | 135 | |
07.29.2021 | JPMorgan | Set Price Target | 175 | ||
08.03.2021 | Fundamental | Boost Price Target | Buy | 163 | |
08.10.2021 | DZ Bank | Reiterated Rating | Buy | ||
08.10.2021 | Sanford | Reiterated Rating | Hold | 132 | |
08.10.2021 | Goldman Sachs | Reiterated Rating | Hold | 140 | |
08.12.2021 | JPMorgan | Reiterated Rating | Buy | 175 | |
08.19.2021 | JPMorgan | Upgrade | Overweight | 180 | |
08.27.2021 | JPMorgan | Set Price Target | 180 | ||
08.30.2021 | UBS | Set Price Target | 175 | ||
08.31.2021 | Fundamental | Boost Price Target | Buy | 163 | |
09.01.2021 | Wolfe | Upgrade | Market Perform | 155 | |
09.02.2021 | JPMorgan | Set Price Target | 180 | ||
09.03.2021 | Wedbush | Reiterated Rating | Buy | 185 | |
09.08.2021 | Robert W. Baird | Upgrade | Outperform | 170 | |
09.10.2021 | Evercore ISI | Upgrade | Buy | 180 | |
09.10.2021 | JPMorgan | Set Price Target | 180 | ||
09.13.2021 | Credit Suisse | Set Price Target | 150 | ||
09.13.2021 | Jefferies | Initiated Coverage | Buy | 175 | |
09.13.2021 | UBS | Set Price Target | 175 | ||
09.14.2021 | Goldman Sachs | Set Price Target | 140 | ||
09.15.2021 | Cowen | Reiterated Rating | Outperform | 180 | |
09.15.2021 | Oppenheimer | Upgrade | Outperform | 165 | |
09.16.2021 | JPMorgan | Set Price Target | 180 | ||
09.21.2021 | CS | Set Price Target | 150 | ||
09.22.2021 | Barclays | Set Price Target | 142 | ||
09.22.2021 | Tigress | Boost Price Target | Strong Buy | 198 | |
09.27.2021 | CS | Reiterated Rating | Neutral | 150 | |
10.05.2021 | CS | Set Price Target | 150 | ||
10.06.2021 | Fundamental | Boost Price Target | Buy | 163 | |
10.06.2021 | JPMorgan | Set Price Target | 180 | ||
10.06.2021 | UBS | Set Price Target | 175 | ||
10.11.2021 | JP Morgan Cazenove | Maintain | 애플 아이폰 13 시리즈 구매 대기 시간이 평년 대비 높은 수준이나,
구매 대기는 저가형 모델 중심으로 차츰 완화되고 있다고 평가
투자의견 비중확대와 목표주가 175달러 유지 |
Overweight | 175 |
10.13.2021 | BOA | Target Set | Neutral | 160 | |
10.13.2021 | Goldman Sachs | Target Set |
Goldman Sachs, 고객 대기 시간 증가는 공급 부족 덕, 팬데믹 이후 애플 매출 감소 가능성 제기골드만삭스 애널리스트 로드 홀( Rod Hall )은 아이폰13 주문이 시작된 이후 4주간의 리드타임 데이터를 통해 미국과 중국에서 아이폰 리드타임이 "약간 감소"할 것으로 보인다고 전했습니다. 그러나 홀은 리서치 노트에서 이러한 리드 타임은 작년 아이폰 12에 비해 상당히 높은 수준을 계속 유지하고 있다고 지적합니다. Rod Hall은 고객 대기 시간(Lead time)은 수요의 직접 지표가 아닌 수요와 공급의 균형을 나타낸다는 점에 주목하고 있습니다. 최근 애플이 공급 부족으로 아이폰 주문을 줄이고 있다는 언론 보도를 감안할 때, Hall은 더 긴 고객 대기시간이 "예상 수요보다 더 높은 공급 제한으로 쉽게 설명할 수 있을 것"이라고 봅니다. 애플의 4분기 수요 대부분은 매년 크리스마스 전후 2주 동안 발생하며, 그 이전의 소비자 수요를 예측하는 것은 매우 어렵다고 주장합니다. 그는 "애플 매출 증대가 점점 더 어려워질 것이며, 애플이 그동안 누려왔던 팬데믹 효과가 효력을 다하면서 일정 기간 동안 매출 감소를 겪을 것"이라고 믿고 있습니다. Rod Hall은 애플 투자의견은 중립 등급을 유지하고 있으며, 애플 목표 주가를 140$를 제시하고 있습니다. |
Neutral | 140 |
10.13.2021 | UBS | Maintain |
UBS, 애플 신제품 판매 증가에는 시간이 필요UBS 애널리스트 David Vogt는 애플 투자의견으로 매수를 유지했으며, 애플 목표주가 175$를 유지하고 있습니다. David Vogt는 30여개국에서 제품 사용성을 추적하는 UBS Evidence Lab 데이터를 인용해, 아이폰 13 모델을 작년 모델인 아이폰 12와 비교 시, 아이폰 프로, 맥스, 베이스, 미니 모두 고객 대기 시간이 눈에 띄게 증가했다고 밝혔습니다. 그는 아이폰 13이 "혁신적이라기 보다는 진화적이지만", 5G에 대한 글로벌 투자와 이동통신사들의 공격적인 프로모션으로 새로운 기기에 대한 수요가 확고하게 발생하고 있다고 밝혔습니다. |
Buy | 175 |
10.14.2021 | Needham | Maintain |
Needham, 아이폰 출하량 예상치를 하향 조정Needham 애널리스트 Laura Martin은 자체적인 채널 점검과 반도체 칩 부족과 공급망 이슈를 보도하는 언론들을 참조할 때 4분기 아이폰 13 출하량을 천만대 수준으로 낮아질 것으로 전망했습니다. Chico는 '2022년 1분기 아이폰 13 출하량을 8백만대에 이를 이를 것으로 예상하고 있습니다. 애널리스트 Laura Martin은 2021년 4분기는 애플 회계년도로 2022년 1분기에 해당하기 때문에 아이폰의 마이너스 실적은 회계년도 2-22년에 반영될 것이라고 지적했습니다. 하지만 Choco는 애플 투자의견은 매수를 유지했고, 애플 목표주가는 170달러를 유지하고 있습니다. |
Buy | 170 |
10.15.2021 | CS | Target Set | 150 | ||
10.15.2021 | Evercore ISI | Maintain |
Evercore ISI, 애플의 본격적인 광고 시장 진입 가능성Evercore 애널리스트 Amit Daryanani는 앞으로는 Apple 투자에서 광고 사업 기회도 주목해야 한다고 주장했습니다. "마케팅 에이전시 Big Three Wheels 창업자인 Michael Kenny와 전화 인터뷰를 통해서 Apple의 광고 시장 영향력을 재확인할 수 있었다. Kenny 창립자는 Appel의 앱 추적 투명성 정책(ATT, App Tracking Transparency) 프레임워크가 디지털 광고 시장에서 Apple 점유율을 확대시키고 있다고 언급했다"고 전했습니다. "Apple의 설치기반과 서비스 전략을 고려했을 때, Apple이 광고 시장에서 영향력을 확대하며 수익 모델을 개발할 가능성은 매우 높다"고 강조했다. "iOS에서 지원되는 SKAdNetwork 프레임워크가 가지는 기회를 고려했을 때, 수 년 내로 Apple 투자자들이 광고 사업 또한 투자전략에 반영하게 될 것이다"고 보았습니다. Daryanani는 애플 투자의견으로 Outperform을 유지했고, 애플 목표주가 180달러를 유지했습니다. |
Outperform | 180 |
10.18.2021 | JPMorgan | Target Set | 180 | ||
10.19.2021 | DA Davidson | Target Raised | Buy | 175 | |
10.20.2021 | Goldman Sachs | Target Set | 140 | ||
10.27.2021 | Morgan Stanley | Target Lowered | Overweight | 166 | |
10.27.2021 | UBS | Target Set | 175 | ||
10.28.2021 | Goldman Sachs | Target Set | Hold | 140 | |
10.29.2021 | Barclays | Target Raised |
Barclays, 4분기 공급망 이슈는 더욱 더 심해질 것, 목표주가를 $145로 상향바클레이스 06:22 AAPL에서 애플의 목표가격이 $142에서 $145로 인상되었습니다. 바클레이스Barclays) 애널리스트 팀 롱( Tim Long)은 3분기 애플 실적 발표 후 애플 투자의견 Equal Weight 등급을 유지하지만 애플 목표주가를 142달러에서 145달러로 상향 조정했습니다. 롱은 투자자에게 보내는 리서치 노트에서 애플이 회계년도 21년 4분기에에 컨센서스를 미스했고, 서비스 비즈니스 매출 성장이 강세를 보였지만 아이폰 약세를 상쇄할 정도는 아니었다고 분석했습니다. 이 애널리스트는 공급망 제약이 애플 매출에 큰 영향을 미쳤으며, 12월 분기에는 이 현상은 더욱 더 심해질 것으로 전망했습니다. |
Equal Weight | 145 |
10.29.2021 | Citigroup | Initiated |
시티, 애플 매출 컨센서스 미스는 Theme을 바꿀 정도는 아니다.시티의 짐 수바( Jim Suva) 애널리스트는 지난밤 4분기 애플 실적 발표 후 애플 투자의견 매수(Buy)를 유지하고, 애플 목표주가 170$을 유지했습니다. 짐 수바 애널리스트는 고객에게 보내는 리서치 노트에서 애플은 공급 제약이 증가하면서 매출 컨센서스에 부합하지 못했으며, "드물고 일어나는 실적 미스에 일부 투자자들이 겁을 먹을 수 있다"고 언급했습니다 그는 3개월 전 공급망 문제등으로 20억 달러 손실을 예상했는데 실제 언급된 60억 달러는 깜짝 놀랄 수준이었으며, 이러한 피해는 4분기에는 더축 더 심해질 것이라고 전망했습니다. 그렇지만 애플 뿐만이 아니라 경쟁사들도 똑같은 문제를 겪고 있기 때문에 이러한 문제가 Them을 바꿀 정도로 대단하는 문제는 아니라고 지적했습니다. 그는 "단순히 봐도 애플 제품에 대한 수요가 공급보다 많다고."고 지적합니다. |
Buy | 170 |
10.29.2021 | CS | Initiated |
크레딕트스위스, 애플 투자의견 중립 및 목표주가 150$ 유지크레딕트스위스 애널리스트 댄 크나프는 애플 투자의견 중립(Neutral) 등급으로 애플 주식 커버를 시작했으며, 애플 목표주가 150$을 부여했습니다. 그는 이전 크레딕트스위스가 취한 애플 투자의견 및 애플 목표주가를 변경하지 않았습니다. |
Neutral | 150 |
10.29.2021 | Evercore ISI | Maintain |
에버코어 ISI, 애플 회계연도 2022년에도 10% 중반대의 EPS 성장률을 유지 가능에버코어 ISI(Evercore ISI) 애널리스트 아미트 다랴나니(Amit Daryanani)는 애플은 공급망 문제로 3분기 애플 실적에서 다소 혼재된 실적을 보고했으며, 하드웨어 생태계 전반의 공급 문제로 인한 실적 차질이 60억 달러에 이른다고 처정했습니다. 그리고 4분기에는 예년보다 훨씬 더 심하게 지속되는 공급 문제에도 불구하고 "매우 견고한" 성장을 예상한다는 애플 예상을 인용했습니다. 이 애널리스트는 애플이 'FY22 이후' 매출과 EPS 성장률을 10퍼센트 중반을 유지할 가능성이 높다고 주장했습니다. |
Outperform | 180 |
10.29.2021 | JPMorgan | Target Set | 180 | ||
10.29.2021 | Morgan Stanley | Target Lowered |
모건스탠리, 공급 제약을 고려하면 애플은 승리한 것처럼 보인다고 지적, 매출 및 EPS 예상치가 낮아져 목표주가 하향모건스탠리(Morgan Stanley) 애널리스트 케이티 휴버티(Katy Huberty )는 3분기 애플 실적 발표 후 애플 투자의견 Overweight 등급을 유지하고 애플 목표주가를 166달러에서 164달러로 하향 조정했습니다. 그는 애플 실적 발표 이후 공급 제한이 주요한 이슈로 대두될 것이라고 주장했지만, 3분기 공급망 이슈로 60억 달러 차질에도 불구하고 4분기 매출에 대한 자신감을 보여준 애플 실적 가이던스는 마치 애플이 공급망 전쟁에서 승리한 것처럼 느껴진다고 주장했습니다. 휴버티 애널리스트는 "실제로 중요한 것"은 서비스 비즈니스 매출 성장이 놀라우며, 중국 내 수요가 다른 시장을 압도하고 있다는 점이며, 부품 사전 구매, 제품 성장으로이 긍정적으로 놀랐고, 중국 내 수요가 다른 시장을 앞지르고 있으며, 부품 사전 구매, 제품 잔고 등의 조합이 다음 분기에 애플을 더 강하게 만들었다는 점"이라고 주장했습니다. 이 애널리스트는 "22 회계연도 매출과 EPS 예상치를 2% 낮춘 것이 애플 목표주가를 하향 조정한 이유"라며 그럼에도 불구하고 다음 분기에 애플 주식을 매수하겠다고 주장했습니다. |
Overweight | 164 |
10.29.2021 | Oppenheimer | Target Raised |
오펜하이머, 공급망 경색은 향후 2분기동 지속, 애플 공곱망 관리 능력과 규모의 경제가 발휘되어 주가상승 가능성06:36 AAPL 애플에서 애플의 목표가격이 165달러에서 170달러로 인상됐다. 오펜하이머(Oppenheimer) 애널리스트 마틴 양( Martin Yang)은3분기 애플 실적 발표 후 애플 투자의견 Outperform 등급을 유지하고 애플 목표주가를 165달러에서 170달러로 상향 조정했습니다. 마틴 양 애널리스트는 고객에게 보내는 리서치 노트에서 애플 회계년도 4분기(3분기에 해당) 애플 실적은 맥과 서비스 부문이 사상 최고치를 기록했으며 분기 매출에 60억 달러 영향을 미친 공급망 제약에도 불구하고 사상 최고치 매출을 기록했다고 밝혔습니다. 그는 공급망 경색은 향후 2분기 동안은 역풍으로 남아있지만 애플이 우수한 공급망 관리와 규모 우위 때문에 주가 상승에 가속도가 붙을 것으로 기대합니다. |
Outperform | 170 |
10.29.2021 | UBS | Maintain |
UBS, 애플 저조한 실적은 과도적적으로 애플 투자의견을 변경할 정도는 아니며, 22년 단기 수요 전망을 긍정적UBS 애널리스트 데이비드 보그트(David Vogt)는 3분기 애플 실적 발표 후 애플 투자의견 매수(Buy) 등급을 유지하고, 애플 목표주가 175달러를 유지한다고 밝혔습니다. 그는 지난 분기 애플 아이폰의 부진한 성적은 애플의 장기적 전망에 전혀 영향을 미치지 못하며, 이는 "본질적으로 일시적인 것"이라고 주장했습니다. 공급망과 코로나 팬데믹이 아이폰 판매를 약 5백만대를 줄인였지만 회계년도 2022년 단기 수요 전망은 좋은 징조를 보이고 있다고 고객들에게 보내는 리서치 노트에서 강조했습니다. |
Buy | 175 |
11.01.2021 | Zacks | Downgraded | Hold | 171 | |
11.02.2021 | Goldman Sachs | Reiterated | Neutral | 142 | |
11.05.2021 | Fundamental | Target Raised | Buy | 164 | |
11.09.2021 | Goldman Sachs | Target Set | Hold | 142 | |
11.23.2021 | Fundamental | Target Raised | Buy | 164 | |
11.23.2021 | JPMorgan | Target Set | N/A | 180 | |
11.24.2021 | Goldman Sachs | Target Set | N/A | 142 | |
11.24.2021 | UBS | Target Set | N/A | 175 | |
12.02.2021 | Wedbush | Upgraded | Outperform | 200 | |
12.06.2021 | KeyCorp | Initiated | Overweight | 191 | |
12.07.2021 | Morgan Stanley | Target Raised | Overweight | 200 | |
12.07.2021 | Sanford | Target Set | N/A | 132 | |
12.13.2021 | DZ Bank | Reiterated | Buy | 0 | |
12.14.2021 | BOA | Upgraded | Buy | 210 | |
12.14.2021 | Evercore ISI | Upgraded | Top Pick | 200 | |
12.14.2021 | JPMorgan | Target Set | Overweight | 210 | |
12.22.2021 | Citigroup | Target Raised | Buy | 200 | |
01.05.2022 | Goldman Sachs | Target Set | N/A | 142 | |
01.11.2022 | Sanford | Target Raised | N/A | 170 | |
01.14.2022 | Loop | Target Raised | Buy | 210 | |
01.14.2022 | Piper | Target Raised | Overweight | 200 | |
01.18.2022 | Deutsche Bank | Target Raised | Buy | 200 | |
01.19.2022 | Citigroup | Reiterated | Buy | 200 | |
01.19.2022 | Sanford | Reiterated | Hold | 170 | |
01.19.2022 | Goldman Sachs | Reiterated | Neutral | 142 | |
01.19.2022 | UBS | Reiterated | Buy | 175 | |
01.21.2022 | Wells Fargo | Target Raised | Overweight | 205 | |
01.25.2022 | Goldman Sachs | Target Set | N/A | 142 | |
01.28.2022 | Barclays | Target Raised | Equal Weight | 169 | |
01.28.2022 | Canaccord Genuity | Target Raised | Buy | 200 | |
01.28.2022 | Cowen | Target Raised | N/A | 200 | |
01.28.2022 | DA Davidson | Target Raised | N/A | 185 | |
01.28.2022 | Deutsche Bank | Target Raised | Buy | 210 | |
01.28.2022 | JPMorgan | Target Set | N/A | 210 | |
01.28.2022 | Monness | Target Raised | Buy | 199 | |
01.28.2022 | Morgan Stanley | Target Raised | Overweight | 210 | |
01.28.2022 | New Street | Upgraded | Neutral | 165 | |
01.28.2022 | Oppenheimer | Target Raised | Outperform | 190 | |
01.28.2022 | Raymond James | Target Raised | Outperform | 190 | |
01.28.2022 | Baird | Target Raised | N/A | 190 | |
01.28.2022 | UBS | Target Raised | Buy | 185 | |
01.31.2022 | CS | Target Raised | Neutral | 168 | |
01.31.2022 | Goldman Sachs | Target Set | N/A | 161 | |
02.15.2022 | Tigress | Target Raised | Strong-Buy | 210 | |
02.17.2022 | JPMorgan | Target Set | N/A | 210 | |
02.28.2022 | JPMorgan | Target Set | 210 | ||
03.02.2022 | Zacks | Reiterated | Buy | ||
03.09.2022 | JPMorgan | Target Set | 210 | ||
03.11.2022 | Barclays | Target Raised | Equal Weight | 170 | |
03.21.2022 | JPMorgan | Target Set | 210 | ||
03.25.2022 | Evercore ISI | Initiated | Buy | 210 | |
04.04.2022 | UBS | Target Set | 185 | ||
04.07.2022 | JPMorgan | Target Set | 210 | ||
04.08.2022 | Deutsche Bank Rese... | Target Set | 210 | ||
04.19.2022 | Rosenblatt | Initiated | Neutral | 184 | |
04.27.2022 | Barclays | Target Set | 170 | ||
04.27.2022 | Goldman Sachs | Target Set | 161 | ||
04.29.2022 | CS | Target Set | 169 | ||
04.29.2022 | Deutsche Bank | Target Lowered | 200 | ||
04.29.2022 | JPMorgan | Target Lowered | 200 | ||
04.29.2022 | Morgan Stanley | Target Lowered | Overweight | 195 | |
04.29.2022 | Piper | Target Lowered | 195 | ||
04.29.2022 | UBS | Target Set | 185 | ||
05.02.2022 | Rosenblatt | Target Lowered | Neutral | 168 | |
05.02.2022 | Sanford | Target Set | 170 | ||
05.02.2022 | Goldman Sachs | Reiterated | Neutral | 157 | |
05.03.2022 | Fundamental | Reiterated | Buy | 225 | |
05.06.2022 | Fundamental | Target Lowered | Average | 175 | |
06.03.2022 | Morgan Stanley | Set Price Target | 195 | ||
06.03.2022 | Goldman Sachs | Set Price Target | 157 | ||
06.07.2022 | Barclays | Set Price Target | 167 | ||
06.08.2022 | Oppenheimer | Reiterated Rating | Outperform | 190 | |
06.13.2022 | JPMorgan | Set Price Target | 200 | ||
06.14.2022 | Deutsche Bank | Lower Price Target | 175 | ||
06.14.2022 | Morgan Stanley | Lower Price Target | Overweight | 185 | |
06.20.2022 | JPMorgan | Set Price Target | 200 | ||
06.21.2022 | UBS | Set Price Target | 185 | ||
06.28.2022 | Evercore ISI | Lower Price Target | Outperform | 180 | |
07.01.2022 | JPMorgan | Set Price Target | 200 | ||
07.06.2022 | Goldman Sachs | Lower Price Target | Neutral | 130 | |
07.12.2022 | KeyCorp | Lower Price Target | Overweight | 173 | |
07.13.2022 | Barclays | Lower Price Target | Equal Weight | 166 | |
07.13.2022 | Citigroup | Lower Price Target | Buy | 175 | |
07.19.2022 | Goldman Sachs | Set Price Target | 130 | ||
07.20.2022 | Morgan Stanley | Lower Price Target | Overweight | 180 | |
07.20.2022 | Wells Fargo | Lower Price Target | Overweight | 185 | |
07.21.2022 | UBS | Set Price Target | 185 | ||
07.25.2022 | JPMorgan | Set Price Target | 200 | ||
07.26.2022 | BOA | Lower Price Target | 185 | ||
07.26.2022 | Itau BBA | Initiated Coverage | Underperform | 136 | |
07.26.2022 | Ita | Initiated Coverage | Underperform | 136 | |
07.29.2022 | Citigroup | Boost Price Target | Buy | 185 | |
07.29.2022 | CS | Set Price Target | 166 | ||
07.29.2022 | Evercore ISI | Boost Price Target | 185 | ||
07.29.2022 | Rosenblatt | Lower Price Target | Neutral | 160 | |
07.29.2022 | Goldman Sachs | Set Price Target | 139 | ||
08.01.2022 | Deutsche Bank | Set Price Target | 175 | ||
08.02.2022 | KeyCorp | Boost Price Target | Overweight | 177 | |
08.03.2022 | Fundamental | Boost Price Target | Average | 177 | |
08.04.2022 | Fundamental | Set Price Target | Buy | 177 | |
08.16.2022 | CS | Upgrade | Outperform | 201 | |
08.17.2022 | Wedbush | Boost Price Target | Outperform | 220 | |
08.19.2022 | KeyCorp | Boost Price Target | Overweight | 185 | |
08.22.2022 | JPMorgan | Set Price Target | 200 | ||
08.29.2022 | JPMorgan | Set Price Target | 200 | ||
09.06.2022 | JPMorgan | Set Price Target | 200 | ||
09.06.2022 | Sanford | Set Price Target | 170 | ||
09.08.2022 | Barclays | Set Price Target | 169 | ||
09.08.2022 | CS | Set Price Target | 201 | ||
09.08.2022 | Monness | Initiated Coverage | Buy | 174 | |
09.08.2022 | Goldman Sachs | Reiterated Rating | Neutral | 139 | |
09.08.2022 | UBS | Set Price Target | 185 | ||
09.12.2022 | JPMorgan | Set Price Target | 200 | ||
09.12.2022 | Sanford | Set Price Target | 170 | ||
09.14.2022 | Barclays | Set Price Target | 169 | ||
09.14.2022 | UBS | Set Price Target | 185 | ||
09.20.2022 | Evercore ISI | Boost Price Target | Outperform | 190 | |
09.26.2022 | JPMorgan | Set Price Target | 200 | ||
09.29.2022 | BOA | Downgrade | Neutral | 160 | |
09.29.2022 | Rosenblatt | Upgrade | Buy | 189 | |
09.29.2022 | UBS | Set Price Target | 185 | ||
09.30.2022 | Bofa | Downgrade | Neutral | 160 | |
10.03.2022 | JPMorgan | Set Price Target | 200 | ||
10.11.2022 | Barclays | Lower Price Target | Equal Weight | 155 | |
10.12.2022 | JPMorgan | Set Price Target | 200 | ||
10.12.2022 | StockNews | Initiated Coverage | Hold | 0 | |
10.13.2022 | CS | Lower Price Target | Outperform | 190 | |
11.08.2022 | Citigroup | Reiterated Rating | Buy | 175 | |
11.08.2022 | Fundamental | Boost Price Target | Buy | 168 | |
11.08.2022 | KeyCorp | Reiterated Rating | Buy | 175 | |
11.08.2022 | Morgan Stanley | Lower Price Target | Overweight | 175 | |
11.08.2022 | Needham | Reiterated Rating | Buy | 170 | |
11.08.2022 | Rosenblatt | Reiterated Rating | Buy | 189 | |
11.08.2022 | UBS | Lower Price Target | 180 | ||
12.01.2022 | DA Davidson | Lower Price Target | 167 | ||
12.01.2022 | UBS | Set Price Target | 180 | ||
12.09.2022 | Credit Suisse | Set Price Target | 184 | ||
01.02.2023 | JPMorgan | Set Price Target | 190 | ||
01.03.2023 | BNP | Downgrade | Neutral | 140 | |
01.04.2023 | Credit Suisse | Set Price Target | 184 | ||
01.04.2023 | Wedbush | Lower Price Target | Outperform | 175 | |
01.09.2023 | Sanford | Lower Price Target | 125 | ||
01.11.2023 | Barclays | Lower Price Target | Equal Weight | 133 | |
01.12.2023 | UBS | Set Price Target | 180 | ||
01.13.2023 | Rosenblatt | Lower Price Target | Buy | 165 | |
01.18.2023 | Canaccord | Lower Price Target | Buy | 170 | |
01.18.2023 | Credit Suisse | Reiterated Rating | Buy | 184 | |
01.19.2023 | JPMorgan | Set Price Target | Overweight | 180 | |
01.20.2023 | National Bank | Lower Price Target | Outperform | 54 | |
01.23.2023 | Deutsche Bank | Lower Price Target | Buy | 160 | |
01.23.2023 | UBS | Set Price Target | 180 | ||
01.24.2023 | Sanford | Set Price Target | 125 | ||
01.27.2023 | BofA | Lower Price Target | Neutral | 153 | |
01.30.2023 | Credit Suisse | Set Price Target | 184 | ||
02.03.2023 | BofA | Boost Price Target | 158 | ||
02.03.2023 | Barclays | Boost Price Target | Equal Weight | 145 | |
02.03.2023 | Cowen | Lower Price Target | Outperform | 195 | |
02.03.2023 | Cowen | Lower Price Target | Outperform | 195 | |
02.03.2023 | DA Davidson | Boost Price Target | Buy | 173 | |
02.03.2023 | Deutsche Bank | Set Price Target | 160 | ||
02.03.2023 | JPMorgan | Lower Price Target | Overweight | 175 | |
02.03.2023 | Needham | Reiterated Rating | Buy | 170 | |
02.03.2023 | Piper | Reiterated Rating | Overweight | 195 | |
02.03.2023 | Raymond James | Lower Price Target | Outperform | 170 | |
02.03.2023 | Rosenblatt | Boost Price Target | Buy | 173 | |
02.03.2023 | Wedbush | Boost Price Target | Outperform | 180 | |
02.06.2023 | Credit Suisse | Set Price Target | 184 | ||
02.06.2023 | Evercore ISI | Reiterated Rating | Outperform | 190 | |
02.06.2023 | UBS | Set Price Target | 180 | ||
02.14.2023 | Fundamental | Reiterated Rating | Buy | 168 | |
02.20.2023 | UBS | Set Price Target | 180 | ||
03.01.2023 | JPMorgan | Set Price Target | 175 | ||
03.02.2023 | Jefferies | Reiterated Rating | Buy | 195 | |
03.03.2023 | Morgan Stanley | Reiterated Rating | Top Pick | 0 | |
03.05.2023 | Goldman Sachs | Initiated Coverage | Buy | 199 | |
03.07.2023 | UBS | Set Price Target | 180 | ||
03.08.2023 | Wedbush | Boost Price Target | Outperform | 190 | |
03.10.2023 | Needham | Reiterated Rating | Buy | 170 | |
03.16.2023 | StockNews | Initiated Coverage | Hold | 0 | |
03.30.2023 | Needham | Reiterated Rating | Buy | 170 | |
04.03.2023 | UBS | Set Price Target | 180 | ||
04.05.2023 | BofA | Boost Price Target | Neutral | 168 | |
04.13.2023 | Canaccord | Boost Price Target | Buy | 180 | |
04.13.2023 | Credit Suisse | Boost Price Target | Outperform | 188 | |
04.17.2023 | Wedbush | Reiterated Rating | Outperform | 205 | |
04.19.2023 | JPMorgan | Boost Price Target | Overweight | 190 | |
04.26.2023 | Barclays | Boost Price Target | Equal Weight | 149 | |
04.26.2023 | Deutsche Bank | Boost Price Target | Buy | 170 | |
05.01.2023 | BofA | Boost Price Target | Neutral | 173 | |
05.02.2023 | Baird | Boost Price Target | 180 | ||
05.05.2023 | Atlantic | Boost Price Target | Overweight | 200 | |
05.05.2023 | BofA | Boost Price Target | Neutral | 176 | |
05.05.2023 | Canaccord | Boost Price Target | Buy | 185 | |
05.05.2023 | DA Davidson | Boost Price Target | Buy | 193 | |
05.05.2023 | Deutsche Bank | Boost Price Target | Buy | 180 | |
05.05.2023 | KeyCorp | Boost Price Target | Overweight | 180 | |
05.05.2023 | Monness | Boost Price Target | Buy | 188 | |
05.05.2023 | Morgan Stanley | Boost Price Target | Overweight | 185 | |
05.05.2023 | Needham | Boost Price Target | Buy | 195 | |
05.05.2023 | Piper | Lower Price Target | Overweight | 180 | |
05.05.2023 | Rosenblatt | Boost Price Target | Buy | 198 | |
05.17.2023 | Fundamental | Set Price Target | Buy | 183 | |
05.18.2023 | StockNews | Initiated Coverage | Hold | 0 | |
05.22.2023 | Loop | Downgrade | Hold | 180 | |
06.02.2023 | 51job | Reiterated Rating | Maintains | 0 | |
06.02.2023 | Jefferies | Boost Price Target | 210 | ||
06.02.2023 | Morgan Stanley | Boost Price Target | 190 | ||
06.05.2023 | 58.com | Reiterated Rating | Maintains | 0 | |
06.05.2023 | BofA | Boost Price Target | 190 | ||
06.05.2023 | DA Davidson | Downgrade | Neutral | 185 | |
06.05.2023 | Evercore ISI | Boost Price Target | Outperform | 210 | |
06.06.2023 | Credit Suisse | Boost Price Target | 200 | ||
06.06.2023 | Wells Fargo | Boost Price Target | 210 | ||
06.12.2023 | UBS | Downgrade | Neutral | 190 | |
06.23.2023 | Tigress | Boost Price Target | 225 | ||
06.29.2023 | Citigroup | Initiated Coverage | Buy | 240 | |
07.11.2023 | KeyCorp | Boost Price Target | Overweight | 200 | |
07.17.2023 | Morgan Stanley | Boost Price Target | Overweight | 220 | |
07.18.2023 | Jefferies | Boost Price Target | 225 | ||
07.19.2023 | BofA | Boost Price Target | Neutral | 210 | |
07.20.2023 | Credit Suisse | Boost Price Target | Outperform | 220 | |
Date | 투자은행 | 등급 조정 | 투자 의견 | 투자 등급 | 목표가격 |
애플 및 주요 경쟁사들의 주가 및 주요 지표 비교
여기에서는 애플을 비롯한 주요 경쟁사들의 주가 및 손익 및 투자 지표들을 비교해 보았습니다.
골드만 삭스는 애플 리포트를 통해 아이폰 13 고객 대기 시간이 아이폰 12에 비해서 증가했지만 이는 수요 증가의 신호라기보다는 수용와 공급의 불일치라는 관점에서 해석해야 한다고 주장했습니다.
아울러 코로나 팬데믹 숳로 애플 대부분 제품 판매가 크게 늘었지만 팬데믹 이후 어는 정도 애플 매출 감소 가능성이 있기 때문에 이를 감안해 애플 투자를 고려해야 한다고 주장했습니다.
아래 그래프는 IE와 같은 레거시 브라우저에서는 제대로 보이지 않으니, 크롬과 같은 모던 브라우저를 사용하면 제대로 볼 수 있습니다. 아직 한국에서는 iE 브라우저 사용자가 어느 정도 되지만 해외에서는 거의 사라진 브라우저로 대부분 업체에서 지원을 중단하고 있습니다.
새롭게 뉴스레터를 시작했습니다.
1️⃣ 주식 등 투자 정보 : 기업 분석, IB 투자의견 등 투자 관련 내용
..... 테슬라 실적 및 IB들의의 테슬라 투자의견
2️⃣ 사례 및 트렌드 : 사례연구와 트렌드 관련 괜찮은 내용
.....유튜브와 경쟁대신 구독 전환한 비디오 플래폼 비메오 사례