Latest ideas and analyses related to handset shipments

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AAPL

+32 pts



$AAPL - Deutsche says Q3 street estimates 'too conservative', expect iPhone strength to drive upside in Q4

By mooreideas on July 19, 2021, 3:16 p.m.
Tagged topics: Deutsche Bank , strong demand , upside to estimates , handset shipments , iPhone upgrade cycle

Views: 146, Votes: 1, Responses: 0, Attachments: 5
AAPL , QCOM , QRVO , SWKS

+33 pts



$AAPL, $QCOM, $QRVO, $SWKS - Raymond James bullish on handsets due to strong demand and low inventory

By labjordan on July 19, 2021, 10:44 a.m.
Tagged topics: valuations , inventory , strong demand , handset shipments

Views: 229, Votes: 2, Responses: 0, Attachments: 12
CRUS , SWKS , AAPL , QRVO

+33 pts



Barclays recommends buying $CRUS and $SWKS as Apple supply chain chatter picks up and builds expected to be up this year

By labjordan on June 29, 2021, 10:48 a.m.
Tagged topics: analyst checks , supply chain data , Barclays , upside to estimates , handset shipments

Views: 135, Votes: 2, Responses: 0, Attachments: 8
QCOM

+34 pts



$QCOM - Goldman (bear) sees potential Q2 upside surprise from QTL, but believes street estimates too high for 2H of 2021 and 1H of 2022

By bbern3 on April 27, 2021, 1:10 p.m.
Tagged topics: mmWave , earnings preview , supply constrained , Goldman Sachs , upside to estimates , foundry industry , handset shipments , Samsung

Views: 126, Votes: 3, Responses: 0, Attachments: 3