Uddrag fra Goldman:
“We initiate on Apple (AAPL) with a Buy rating and 12-month target price of $199, representing 36% upside and reflecting 27X our NTM+1Y EPS. The upside implied by our price target is driven by upside to consensus EPS beyond F2023, as well as multiple expansion.”
Title of report: “Installed base success underpins Apple-as-a-Service opportunity”
Goldman