Apple’s new products reinforce our view that it is one of our best investment ideas within the technology sector.
Chipmakers today are carving out competitive advantages through their proprietary chip designs, high customer switching costs, and exposure to the burgeoning market for electronic systems in vehicles.
The chipmaker is also exposed to favorable trends in the automotive end market.
We think the market’s reaction to the Apple Watch’s slow start is overdone, and we’re sticking with our fair value estimate on the back of stellar iPhone demand.
The market is punishing the tech giant’s shares in after-market trading, but Morningstar analyst Brian Collello thinks the Apple watch is far from a flop.
Strong iPhone sales in China and other emerging markets boosted the tech giant even as iPad sales disappointed and the company struggled to meet demand for the Apple Watch, says Morningstar’s Brian Colello.
Concerns over Apple Watch margins bear watching, but tremendous demand for iPhones should help the firm continue its winning streak, writes Morningstar’s Brian Colello.
The Apple Watch will help create more stickiness in the iOS ecosystem and help drive repeat sales of high-margin iPhones, writes Morningstar’s Brian Colello.
The firm's move to become a highly profitable analog and embedded chipmaker is well under way.
Apple turned in its biggest upside surprise in three years as iPhone sales were well above expectations, says Morningstar’s Brian Colello.
Morningstar is raising its fair value estimate for Apple after iPhone 6's spectacular start.
The chipmaker was up 155% last year powered by its smartphone chips, but shares currently look overvalued.
A tremendous iPhone launch and impressive emerging-markets Mac sales bode well for the firm’s future, but the market fully appreciates that strength today, says Morningstar’s Brian Colello.
We may modestly boost our outlook for the company thanks to a stellar iPhone launch and surprising strength in Mac sales, says Morningstar’s Brian Colello.
Apple can still gain share in the high end of the smartphone market, but activist investor Carl Icahn’s projections and $1.2 trillion valuation for the firm are too rosy, says Morningstar’s Brian Colello.
We’re raising our fair value estimate for Apple after incorporating the impact of Apple Watch, but expectations for the firm remain too high.
A successful product launch puts some fears to rest, but tremendous expectations are baked into the current stock price, says Morningstar's Brian Colello.
Expectations are high for Tuesday's event, and the company has little room for error.
New product pipeline buzz and management’s bullishness on holiday revenue growth overshadow modestly disappointing third-quarter revenue, says Morningstar’s Brian Colello.
The firm’s growth with enterprise and education customers has reinforced our view that switching costs are a key component of Apple’s moat, says Morningstar’s Brian Colello.
Its slower cash burn is encouraging, but we remain concerned about end-market demand.
Apple is keeping loyal customers in developed markets, while an expanded presence in China has enabled the firm to pick up millions of first-time iOS device buyers, as well.
The tech giant's ability to continuously produce quality products and services will allow the firm to broaden its user base even further and build on its competitive advantages.
Apple's solid December-quarter outlook points to healthy demand for the company’s new iPhones and iPads, says Morningstar’s Brian Colello.
The activist investor’s push for a new round of buybacks could be a good use of capital, but it doesn’t change our fundamental view of the firm’s prospects, says Morningstar’s Brian Colello.
Easy growth has passed, but near-term risks are more than baked in to this narrow-moat name.
The tech giant's dismal June-quarter guidance underscores to the importance of a successful iPhone 5S launch later this year, says Morningstar’s Brian Colello.
Slowing iPhone sales momentum has created increasing uncertainty about robust iPhone growth in the years ahead, says Morningstar’s Brian Colello.
Reports that Apple has cut its component orders could mean that demand for the iPhone 5 is waning, but shares still look undervalued, says Morningstar's Brian Colello.
The stock has likely been a casualty of any profit-taking or trimming of holdings by large shareholders, and competitors still have yet to put a serious dent in iPhone 5 momentum, says Morningstar's Brian Colello.
Texas Instruments' Dave Pahl speaks to Morningstar's Brian Colello.
Apple's new products should drive strong near-term revenue growth, but at lower margins, says Morningstar's Brian Colello.
Near-term winners include ATMI and KLA-Tencor.
The acquired portfolio should have plenty of opportunities to regain share.
Several high-quality analog and embedded chipmakers are trading at attractive valuations today.
Although TI's outlook isn't exceptional, we're pleased to see that the firm thinks it can overcome many of issues that led to rival Microchip's soft outlook.
Semiconductor firms are still assessing the damage after the disaster in Japan.
Which chipmakers could win or lose the motherboard grab for tablet space?
TI's Dave Pahl explains how the firm plans to grow its analog semiconductor business at twice the rate of competitors.
LED-focused firms have terrific growth prospects, but also face long-term risks.
A focus on high-performance analog semiconductors and being first to market bring pricing power to Maxim integrated, says CFO Bruce Kiddoo.
How to play the cycles in the chip foundry industry.