Tuesday, January 8, 2013

AAPL: Apple's Valuation Remains A Steal, Sticking With $710 Estimate

Apple's Valuation Remains A Steal, Sticking With $710 Estimate
by Trefis

Ever since the iPhone 5 went on sale at the end of September, Apple's (AAPL) shares have been under tremendous selling pressure. In the last three months, the stock has tumbled by close to 20% despite trading in a quarter that has traditionally been Apple's best due to the holiday season boost. A number of reasons have been floated by the media to account for the recent fall, including reports about weak PC demand dragging Mac sales down as well as criticism leveled at the iPad Mini for not being priced aggressively enough to compete with other low-cost options, such as Google's (GOOG) Nexus 7 and Amazon's (AMZN) Kindle Fire tablets. However, considering that the iPad and the Mac contribute a little more than 10% each to Apple's value by our estimates, we do not feel that these reasons have a substantial impact on the company's valuation. read more »

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