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Top related persons:
Evercore ISI's Amit Daryanani - 3 Evercore ISI's Amit Daryanani Amit Daryanani - 2 Tim Long - 2 Long - 2 D.A - 2 Goldman Sachs - 2 Michael Ng - 2 Woodring - 2
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Search resuls for: "ISI's Amit Daryanani"


10 mentions found


☆ Apple and Dell are two names you want to own, says Evercore ISI's Amit Daryanani
  + stars: | 2024-09-13 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple and Dell are two names you want to own, says Evercore ISI's Amit DaryananiAmit Daryanani, Evercore ISI senior managing director, joins 'Power Lunch' to discuss shift in consumer electronics and how inflation impacted the sector.
Persons: Evercore ISI's Amit Daryanani Amit Daryanani Organizations: Apple, Dell
☆ Focus will be what Apple intelligence could mean for iPhone 16, says Evercore ISI's Amit Daryanani
  + stars: | 2024-08-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFocus will be what Apple intelligence could mean for iPhone 16, says Evercore ISI's Amit DaryananiAmit Daryanani, IT hardware analyst at Evercore ISI, joins 'The Exchange' to discuss the preview into Apple as investors wait for the tech giant to report its earnings after the bell.
Persons: Evercore ISI's Amit Daryanani Amit Daryanani Organizations: Apple, Evercore ISI
☆ Apple reports results after the bell. Here's what Wall Street is watching
  + stars: | 2024-08-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
iPhone sales are expected to reach $38.64 billion and decline more than 2% year over year as the company grapples with a stretch of stagnant growth. Long also echoed concerns the new iPhone won't be enough to fuel a "meaningful" upgrade cycle to support the premium. AI-fueled upgrade cycle Apple's September quarter is expected to include about a week of new iPhone sales. Wall Street will also keep a close watch on China sales following an 8% decline during the second quarter. "While Greater China sales remain sluggish, mainland China iPhone sales have been stronger than expected and we are encouraged by iPhone demand picking up in emerging markets," said Raymond James analyst Srini Pajjuri.
Persons: ISI's Amit Daryanani, Tim Long, Long, iPhones bottoming, Evercore, bode, Bernstein's Toni Sacconaghi, tailwinds, JPMorgan's Samik Chatterjee, Baird's William Power, Raymond James, Srini Pajjuri Organizations: Apple Intelligence, Barclays, Apple, Verizon, Huawei Locations: China
☆ Friday's analyst calls: Palo Alto Networks to pop more than 20%, Nike gets an upgrade
  + stars: | 2024-06-21 | by ( Alex Harring Fred Imbert | Alex Harring | Fred Imbert | ) www.cnbc.com   time to read: +7 min
Meanwhile, Jefferies increased its price target on Ingersoll Rand. Nagel also lifted his price target by $10 to $120, which now suggests shares have upside of 25.6%. Analyst Jason Bednar kept his overweight rating on the dental health stock while slashing his price target by $45 to $330. — Alex Harring 5:56 a.m.: Jefferies raises Ingersoll Rand price target The outlook for Ingersoll Rand is looking brighter after a recent acquisition, according to Jefferies. Analyst Stephen Volkmann reiterated his buy rating on the industrial stock and raised his price target to $110 from $105.
Persons: D.A, Davidson, Jefferies, Ingersoll Rand, Oppenheimer, bullish, Brian Nagel, Nagel, — Alex Harring, Piper Sandler, Jason Bednar, Bednar, Howard Ma, Ma, Evercore ISI's Amit Daryanani, Stephen Volkmann, Fred Imbert, Rudy Kessinger, Kessinger, Palo, PANW, Alex Harring Organizations: CNBC, Palo Alto Networks, Nike, Technology, 2Q, Guggenheim, workloads, Jefferies, ILC, Palo, Network Security, Cloud Security, Security Locations: ILC Dover, Palo Alto, Palo
☆ Wall Street expects Apple's AI updates to power a strong upgrade cycle
  + stars: | 2024-06-11 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Davidson's Gil Luria to upgrade shares to a buy. Apple shares have lagged major technology peers this year due in part to its failure to share a clear-cut AI plan. Goldman Sachs analyst Michael Ng was "encouraged by the financial implications" of the announcements, noting that new product features should help fuel an iPhone upgrade cycle . Lingering skepticism To be sure, other analysts worry that Apple's AI prospects may not be enough to power significant upgrades. "Contrary to consensus, we maintain the view that Apple's AI strategy will not lead to a significant iPhone upgrade cycle this fall."
Persons: Tim Cook, Siri, D.A, Davidson's Gil Luria, Luria, Goldman Sachs, Michael Ng, Morgan Stanley's Erik Woodring, Woodring, Toni Sacconaghi, Atif Malik, OpenAI, Evercore ISI's Amit Daryanani, Apple's, David Vogt, Tim Long, Long Organizations: Apple, Worldwide, Apple Intelligence, Napster, Citigroup, UBS, Barclays
☆ Here’s what major analysts thought of the new iPhone and what to do with Apple’s stock
  + stars: | 2023-09-13 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
He highlighted the enhanced photo capabilities on Pro models and called the new double tap feature the most notable upgrade to the Apple Watch. Many analysts expected hikes around $100 and $200 for the beefed up Pro and Pro Max iterations. Apple essentially delivered a $100 price hike on the Pro Max by doing away with the lower storage option. He noted that the hike on the Pro Max skewed to the low end of the Wall Street firm's expectation range. Evercore ISI's Amit Daryanani regarded the event as "mildly disappointing" for bulls hoping for a Pro price increase.
Persons: Toni Sacconaghi, Canaccord Genuity's Michael Walkley, Goldman Sachs, Michael Ng, Wells, Aaron Rakers, Pro Max, iPhones, Atif Malik, Evercore ISI's Amit Daryanani, David Vogt, Samik Chatterjee, Erik Woodring's, Morgan, Apple, Woodring, Sacconaghi, — CNBC's Michael Bloom Organizations: Apple, Apple Watch, Wall, Pro, Citi, UBS Locations: China
☆ Apple must maintain gross-margins to sustain its inflection: Evercore ISI's Amit Daryanani
  + stars: | 2023-05-05 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple must maintain gross-margins to sustain its inflection: Evercore ISI's Amit DaryananiAmit Daryanani, Evercore ISI analyst, joins 'Squawk on the Street' to discuss Apple as the company reported better-than-expected earnings.
☆ Apple results show iPhone's 'consumer staple nature' in a tough environment, Wall Street says
  + stars: | 2023-05-05 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Most Wall Street analysts like what they're seeing from Apple , viewing the iPhone maker's better-than-expected results as a sign of resilience and its continued ability to deliver even in a tough environment. Apple rose 2% in the premarket after posting earnings that beat expectations, driven by stronger-than-expected iPhone sales. Chatterjee has an overweight rating on Apple and a price target that implies upside of 14.6%. Softening demand 'casts a cloud' Despite the company's better-than-feared results, some analysts do expect volatility ahead. UBS analyst David Vogt reiterated his buy rating on the stock but said softening demand "likely casts a cloud on the stock near term."
☆ Analysts stand by Apple, say iPhone maker's 'flywheel keeps spinning' despite disappointing earnings
  + stars: | 2023-02-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Analysts aren't giving up on Apple despite the tech giant's near-term headwinds. Sales for the holiday-quarter were also 5% lower over last year, representing the company's first year-over-year decline since 2019. "Despite near-term macro and supply headwinds, the Apple flywheel keeps spinning," said Morgan Stanley's Erik Woodring, who retained his price target and overweight rating. AAPL 5D mountain Apple falls after disappointing earnings But Apple isn't out of the macro woods just yet, according to some analysts. "On the other, numbers are being reset, and investors may begin to look forward to a better 2024, akin to 2019, when Apple last saw revenues decline."
☆ iPhone customers gravitating to higher-end models, says Evercore ISI's Amit Daryanani
  + stars: | 2022-09-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailiPhone customers gravitating to higher-end models, says Evercore ISI's Amit DaryananiEvercore ISI's Amit Daryanani joins 'TechCheck' to discuss room for growth in Apple's shares, opportunities to upsell customers, and the market outlook for Apple products outside of the iPhone.
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