大行每日評級 | 四機構予蘋果不一點評
貝雅：將蘋果(AAPL.O)目標價從185美元上調至190美元 維持跑贏大市評級貝雅分析師William Power將蘋果(AAPL.O)的目標價從185美元上調至190美元，並保持對該股的跑贏大市評級。該分析師指出，預計收入增長將連續減速，不過也預計Q2毛利率將持續強勁並創下記錄。他仍然看好多年來5G升級的順風，服務和可穿戴設備的持續優勢，以及汽車、AR、健康和支付等潛在新產品類別的期權價值。摩根士丹利：將蘋果(AAPL.O)目標價從200美元上調至210美元，維持超配評級 摩根士丹利分析師Katy Huberty將蘋果(AAPL.O)目標價從200美元上調至210美元，並保持對該股的超配評級，她表示在Q1業績增長和公司發佈強於預期的Q2指引之後，蘋果仍然是她2022年的首選。Huberty指出，收入、毛利率和EPS都超過其共識預測，其中Mac和服務的增長“尤爲強勁”，她認爲，儘管同比增長較爲困難，且供應限制持續但有所緩解，但目前這種增長和業績指引“說明瞭蘋果產品和服務生態系統的實力和穩定性。”
花旗：投資者對蘋果(AAPL.O)過於消極，維持目標價200美元在蘋果(AAPL.O)發佈第一季度業績後，花旗銀行分析師Jim Suva維持對蘋果的買入評級，目標價爲200美元。Suva在一份研究報告中告訴投資者，投資者對蘋果股價過於消極，認爲蘋果只是受益於疫情，隨着社會最終恢復正常而需求下降。然而對蘋果產品和服務的需求“實質上超過了供應”，當供應鏈正常化時，蘋果的銷售額和利潤率只會加速上升。Suva正在“顯著提高”他的財務模型，但維持200美元的目標價，因爲他將市盈率估值倍數從32倍降至30倍，因市場正向低倍數轉變。Piper Sandler：維持蘋果(AAPL.O)超配評級 目標價200美元 在蘋果(AAPL.O)第一季度盈利實現增長後，Piper Sandler分析師Harsh Kumar維持對蘋果的超配評級和200美元的目標價，但將22財年的每股盈利預測從5.82美元提高到6.14美元，將23財年的每股盈利預測從6.42美元提高到6.53美元。該分析師在一份研究報告中告訴投資者，儘管全球供應緊張，但第一季度蘋果在大多數商品類別中都取得了創紀錄的業績，他預計“強大的”5G iPhone滲透率將推動第二季度的安裝基數增加，同時供應短缺狀況也將得到改善。
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