11:40 AM Is the bad news fully baked in? Apple (AAPL +3.6%), which closed yesterday trading around 7.4x FY13E EPS (exc. cash), has rallied back above $500 in spite of Pac Crest's downgrade. Of course, the company has received favorable notes today as well: Cowen says its checks lead it to believe Apple's smartphone share rose to ~23.5% in calendar Q4 from 16.4% in Q3. Some suppliers are also up: CRUS +4.5%. OVTI +1.4%. Sterne Agee is defending Skyworks (SWKS +3.5%) after meeting with its CFO. Read comments
Focus Articles on AAPL
- Apple: Filling The Void Through Acquisitions by Maxim Shtraus
- The Most Compelling Reason To Buy Apple Right Now: The Dividend by Parsimony Investment Research
- Dear Apple Board, This Is How You Defend The Share Price by Jason Kaplan
Press Releases on AAPL
- Wi-Fi + Cellular Models of iPad mini & Fourth Generation iPad Available in China This Friday (Business Wire)
- Apple Sells Three Million iPads in Three Days (Business Wire)
- Apple Reports Fourth Quarter Results (Business Wire)
Related Articles on AAPL
- Netflix Earnings Play: Is Netflix Acquirable Or Is Icahn Wrong? by Bryan Waters
- Worrying Wednesday: How Low Can Apple Go? by Philip Davis
- Best Performing Stocks Since Apple Peak by Bespoke Investment Group
StockTalk on AAPL: AAPL StockTalk | Twitter AAPL | Twitter $AAPL | AAPL Instablogs
Recent Market Alerts on AAPL: All currents | Earnings | Dividends | M&A | On the move
Transcripts on AAPL
- Apple's CEO Discusses F4Q12 Results - Earnings Call Transcript
- Apple's CEO Discusses F3Q12 Results - Earnings Call Transcript
- Apple's CEO Presents at WWDC 2012 Keynote Address (Transcript)
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