Wamsi Mohan

IBM's Shares Drop Sharply After Q1 Report: Analysts Say It's Overdone, Revenue Growth To Accelerate

Apple Faces Up To 90% Cost Surge On iPhones If US Tariffs Stick: Analyst Looks At Possible Shift To India, Price Increase

Apple Is A 'Buying Opportunity' Again As Key Valuation Level Flashes Green, Bank Of America Says

Apple Faces Up To 90% Cost Surge On iPhones If US Tariffs Stick: Analyst Looks At Possible Shift To India, Price Increase

Apple Is A 'Buying Opportunity' Again As Key Valuation Level Flashes Green, Bank Of America Says

Apple Set For Strong iPhone Upgrade Cycle Driven By AI, Analyst Says

Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions

Apple Set For Strong iPhone Upgrade Cycle Driven By AI, Analyst Says

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Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions

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DeepSeek News Plunges IT Hardware Stocks, But Analyst Sees 5 Bright Spots Among Tech Giants

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Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'

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Wamsi Mohan Recent News

IBM Posts Mixed Q3 Results, These Analysts Differ On Prospects

IBM reported third-quarter revenues of $15 billion, short of expectations, "as Infra (6% miss) and Consulting (1% miss) underperformed.

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Hewlett Packard Analyst Is Bullish Ahead Of AI Day, $14B Juniper Networks Deal

HPE prepares for AI Day event on Oct 10. BofA analyst gives Buy rating and $24 target. Expect growth in AI server market.

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Hewlett Packard Analyst Gives 5 Reasons To Be Bullish As Juniper Deal Promises To 'Shift Focus'

Hewlett Packard Enterprise is poised to close the Juniper acquisition. BofA analyst upgrades rating and price target citing five reasons.

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Apple Analysts Mixed After Glowtime Event: iPhone 16 Could 'Drive Upgrades,' But 'Next Year Will Be Better'

With the Apple Glowtime event behind, analysts point to pre-order figures and supply chain checks as the next catalysts for the technology giant.

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Apple iPhone 16 Event Not 'Sell The News,' Analyst Says: 'Shares Could Move Higher'

Apple stock is flat over the last 60 days, which might make the iPhone 16 Sept. 9 event less of a "sell the news" event than in the past.

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IBM's AI Bookings To Drive Share Gains, Though 'Revenue Contribution Of AI Is Currently Small'

IBM shares climb after reporting Q2 results. The company's AI bookings to date doubled in the quarter. Analysts remain positive on the company's growth potential.

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Analyst Ups Apple's Price Target To $256, Says New AI Features Will Encourage Users To Upgrade To Newer iPhones: 'People Were Looking For A Real Reason...'

Bank of America Securities analyst Wamsi Mohan has increased his price target for Apple from $230 to $256, citing the potential for an upgrade cycle driven by new AI features.

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Apple Stock Got Bit By Sellers Thursday: What Happened?

Despite some positive developments for Apple Inc (NASDAQ:AAPL) on Thursday, the stock closed the day down nearly 2.5% as investors rotated out of tech stocks. Here's what you need to know.

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7 Apple Analysts Mixed On WWDC 2024: iPhone Upgrade Cycle Coming, But When?

Analysts are mixed on the WWDC 2024 event from Apple. The new AI features will lead to iPhone upgrades for consumers, but analysts question if the upgrades will happen right away.

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7 Apple Analysts Size Up Q2 Results: Artificial Intelligence 'A Major Upgrade Cycle Within Product Categories Such As The iPhone'

Analysts point to the strength of Apple's Services segment in the Q2. Analysts are mixed on iPhone results in China and the AI efforts from the company.

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Unlocking Apple's AI Potential: 'Multi-Year Upgrade Cycle' Potential, Bullish Analyst Says

Apple Inc (NASDAQ: AAPL) is in active discussions with Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) for building

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IBM's Q4 Results Showcase Revenue Growth: 4 Analysts Take A Closer Look

Shares of IBM (NYSE: IBM) climbed in early trading on Thursday, after the company reported stronger-than-expected results for its fourth quarter.

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This Apple Analyst Deep Dives Into Latest App Store Data

Shares of Apple Inc (NASDAQ: AAPL) have been in focus ahead of the company’s inaugural mixed-reality headset, Vision Pro, hitting stores i

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Apple iPhone Event Sized Up By 7 Analysts: 'Brand Trumps Products,' But China, Upgrade Concerns Remain

Technology giant Apple Inc (NASDAQ: AAPL) unveiled the highly anticipated iPhone 15 and several other product updates at its Wonderlust event on Tuesday.

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Apple's Vision Pro Price Tag, Release Date Find Little Love On The Street: Why One Analyst Says Disney Acquisition More Likely After WWDC

Apple Inc (NASDAQ: AAPL) unveiled several updates and new products at its 2023

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Investors Take A Bite Out Of Apple After Earnings Print: What Do 6 Analysts Think About The Stock?

Apple Inc (NASDAQ: AAPL) reported better-than-expected earnings for the second quarter of fiscal year 2023.

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NetApp Shares Fall As Analyst 7 Reasons Why He's Turning Bearish

Shares of NetApp Inc. (NASDAQ: NTAP) continued to get hammered in early trading on Thursday, after closing lower on Wednesday.

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These 3 HP Analysts Offer Their Takeaways On Q4 Earnings, As PC Maker Announces Layoff Plan

HP Inc (NYSE: HPQ) announced its fiscal fourth-quarter earnings on Tuesday and indicated it is joining the tech layoff bandwagon to drive

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Can Apple Weather Industry-Wide Softness And Lift Markets As It Reports Q4 Earnings Today?

After a few tech earnings disappointments, traders are looking ahead at Apple Inc.

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Will iPad Sales Normalize In 2024? Why This Apple Category Is In 'Structural Decline'

Apple Inc. (NASDAQ: AAPL) has had a rough month after initial iPhone 14 demand appears to have fallen short of expectations. On Monday, Bank of America analyst Wamsi Mohan said investors shouldn't expect iPad sales to save the slumping stock.

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Apple App Store Sales Are Dropping, But Here's Why Morgan Stanley Remains Bullish

Apple Inc (NASDAQ: AAPL) shares have taken a beating in the past couple of days after Bank of America downgraded the stock last week. On Monday, Morgan Stanley analyst Erik Woodring said the latest monthly App Store revenue data isn't exactly the good news Apple investors were hoping f

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Why These 2 Apple Analysts Are Moving In Opposite Directions Thursday

Apple Inc (NASDAQ: AAPL) stock was re-rated by two analyst firms, making nearly mirror opposite adjustments to the Cupertino-based company.

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That iPhone May Not Cost You $1,000: A 'Sticky Ecosystem' Is A Boon For Cell Phone Carriers

Apple Inc. (NASDAQ: AAPL) recently released its latest iPhone 14 models and Bank of America analyst Wamsi Mohan said Wednesday that carrier promotions are making the devices more affordable than shoppers may expect in the inflationary environment.

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