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UBS Reaffirms Its ‘Neutral’ Rating with a $280 Price Target on Apple (AAPL)
Yahoo Finance· 2026-01-24 14:29
Core Viewpoint - Apple Inc. (NASDAQ:AAPL) is viewed positively by analysts, with varying price targets reflecting strong demand for the iPhone 17 series and growth potential in the coming years [2][3]. Group 1: Analyst Ratings and Price Targets - UBS maintains a 'Neutral' rating on Apple with a price target of $280, citing strong early demand for the iPhone 17 series and a modest pull-forward in unit sales due to rising memory costs [2]. - Goldman Sachs reiterates a 'Buy' rating with a price target of $320, attributing the recent 4% pullback in stock price to short-term concerns rather than long-term fundamentals [3]. Group 2: Sales Projections and Growth Drivers - UBS has increased its iPhone unit sales forecast by approximately 12%-13% to 84.5-85.0 million units, indicating a positive outlook for the December quarter [2]. - Goldman Sachs projects a 9% growth in iPhone revenue for fiscal years 2026 and 2027, with a notable 26% expected surge in shipments to China [3]. - The anticipated launch of the iPhone Fold and software-driven upgrade cycles are identified as key growth catalysts for Apple in the long term [3].
苹果连跌八周!存储阴霾笼罩,高盛逆市喊“1月29日前抄底”
Hua Er Jie Jian Wen· 2026-01-24 03:03
周五美股收盘,苹果股价微跌0.12%,本周累跌近4%、录得连续八周下跌,创下了自2022年5月以来最长的连跌纪录。 (苹果股价跌至去年10月中旬水平) 苹果股价自去年12月创下的52周高点288美元,回落至目前的248美元附近,跌幅高达13.8%。此外相比于科技七巨头其他成分股,自去年7月份以 来,苹果的资金流出情况尤为明显。 在投资者对硬件成本上升的担忧中,苹果股价已连续八周下跌。 (科技七巨头资金净流入趋势图) 抛售压力的核心导火索源自供应链端的预警。芯片巨头英特尔近期发布的悲观指引引发了市场对存储组件成本飙升的恐慌。由于AI硬件需求激 增,存储芯片价格正在经历剧烈上涨,市场普遍担忧这将严重侵蚀包括苹果在内的消费电子巨头的毛利率。 然而尽管市场情绪低迷,华尔街见闻提及,高盛在最新报告中维持了对苹果的"买入"评级,并建议投资者忽略短期噪音,在1月29日公司发布2026 财年第一季度财报前"抄底"。 市场对苹果近期走势的悲观情绪,主要源于存储芯片价格的快速上涨。 华尔街见闻提及,英特尔首席财务官David Zinsner在财报发布后坦言,尽管公司已锁定了上半年的供应,但存储价格在下半年可能成为挑战。 Coun ...
UBS Considers Offering Crypto Trading Through Private Bank
PYMNTS.com· 2026-01-23 20:05
Swiss banking giant UBS reportedly plans to begin offering cryptocurrency trading in response to growing demand from wealthy clients.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.UBS has been considering partners ...
UBS explores crypto investing for select private banking clients, Bloomberg News reports
Reuters· 2026-01-23 12:08
Group 1 - UBS is planning to offer cryptocurrency investment options to select private banking clients [1]
Global Financial Pulse: UBS Eyes Crypto, India-EU Bolsters Trade, French Premier Survives Challenge
Stock Market News· 2026-01-23 11:08
Key TakeawaysUBS (UBS) is reportedly set to offer cryptocurrency trading to its wealthy clients at its Swiss private bank, signaling a growing embrace of digital assets by traditional financial institutions.India and the European Union are on the verge of finalizing a comprehensive Free Trade Agreement (FTA) and a Memorandum of Understanding (MOU) on mobility, promising substantial tariff reductions and enhanced talent exchange.French Premier Sébastien Lecornu recently survived two no-confidence motions in ...
Freightos: Moving To The Sidelines Given Concerns On 2026 Revenue
Seeking Alpha· 2026-01-23 10:42
Group 1 - The fundamental rule of investment compounding is to buy quality and hold, emphasizing the importance of long-term investment in great growth companies [1] - Ron Baron, CEO of Baron Capital, highlights the necessity of holding quality companies for long-term growth as a key to successful investing [1] - Ariel Sokol has over twenty years of experience in corporate finance, focusing on subscription and edtech businesses, and has held significant roles in various companies including Pearson [1]
Greenland Crisis: 'Sell America' is a long game for the Europeans
The Economic Times· 2026-01-22 10:55
But after the Americans initiated a swift climbdown on Greenland at Davos — no invasion or tariffs on disobedient Europeans — I wouldn’t be so dismissive. Perhaps Also Read | Europe has the weapons for Trump’s Greenland tariff warTrump’s attempt to bully allies into submitting to his territorial demands won’t be forgotten. As Christine Lagarde, the European Central Bank president, told CNN , it should be “a wakeup call” for the bloc to decide what it needs to do “to be strong by ourselves.” She’d been forc ...
Citizens Financial Group to Participate at the UBS Financial Services Conference
Businesswire· 2026-01-21 18:21
The live webcast will be available at http://investor.citizensbank.com under Events & Presentations. Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $226.4 billion in assets as of December 31, 2025. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail, private banking, wealth management and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. ...
Zurich makes $10.3B bid for Beazley
Digital Insurance· 2026-01-21 17:09
(Bloomberg) --Zurich Insurance Group AG has gone public with a £7.67 billion ($10.3 billion) bid to buy Beazley Plc, increasing pressure on the UK-listed company it's been wooing for more than 12 months. Processing ContentThe Swiss insurer offered to buy London-based Beazley at 1,280 pence a share in cash, according to a statement Monday, a 56% premium to the company's closing price Friday. A deal would create a "global leader" in specialty insurance with about $15 billion of gross written premiums, Zurich ...
Analysts set Netflix stock price target
Finbold· 2026-01-21 15:44
Netflix (NASDAQ: NFLX) saw a wave of price target cuts from major Wall Street analysts on Wednesday, January 21, following its latest earnings report.Among the chief concerns were strong operational performance against rising content costs, as well as weak forward guidance and uncertainty surrounding a potential Warner Bros (NASDAQ: WBD) transaction.As a result, Netflix’s stock price has fallen 3% on the day, trading at $85.12 at the time of writing.NFLX stock price target. Source: FinboldWall Street cuts N ...