Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023
We are maintaining our $130 fair value estimate, and see shares as overvalued.
Abhinav Davuluri
Abhinav Davuluri, CFA, is a sector strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers microprocessors, wafer manufacturing equipment, and other companies in the semiconductor space.
Before joining Morningstar in 2015, Davuluri spent two years as a process engineer for Intel.
Davuluri holds a bachelor’s degree in chemical engineering from the University of Michigan. He also holds the Chartered Financial Analyst® designation.
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Apple Deftly Navigates Challenging Supply Environment in Fiscal Q3 Earnings Results but Headwinds Loom
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Is Competition Holding Back Intel's Stock?
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Nvidia Shares Skyrocket; Growth Expectations too Lofty
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Apple Not Immune to Supply Constraints Despite Solid Q4
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AMD Continues to Gain Share in Q3; FVE Remains at $109
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Intel’s Soft Margin Outlook Overshadows Solid Q3 Result
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Apple’s 2022 iPhone Revenue Growth Likely Incremental
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Applied Materials Eyes Strong Growth; Raise FVE to $131
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AMD Raises Full-Year Revenue Growth Guidance to 60%
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Apple Records New June Quarter Highs; FVE up to $124
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Intel Continues to Enjoy Robust PC Demand in Q2
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Nvidia Still Enjoying Record Revenue; FVE Up to $515
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Apple's March-Quarter Sales Beat; Lift FVE to $115
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AMD Calls for 2021 50% Revenue Growth After Strong Q1
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Strong PC Demand Bolsters Intel
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Nvidia Continues to Enjoy Stellar Growth; FVE to $400
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Nvidia's Gaming and Cloud Bolster Q3; FVE Up to $340
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Intel's Q3 Highlights Competitive Pressures
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