iPhone revenue to add $151 billion to Apple’s topline in 2015, implying a staggering growth rate of 48%. iPhone revenues will be driven by increasing shipments and higher average selling prices fuelled by the iPhone 6 models. The huge growth potential, high free cash flow margins and attractive valuations drive our bullish Apple stock analysis.
Based on its actual performance in the previous three quarters, Plug Power has shown restrain while releasing projections for the coming Q1-2015. The idea is simple – rather than over promise and under deliver, the company has now decided to under promise and over deliver.
iPhone is the major short term driver of Apple fundamentals and stock price. We estimate FY 2015 iPhone unit sales of 232-240 million, implying year-on-year shipment growth of 37% - 42%. Our high expectations from the iPhone segment drive our bullish outlook on the stock, which is reflected in our Apple stock analysis.
Google ad revenue growth has slowed with a 23% decline in CPCs in 4 years. Google's Paid Clicks growth has driven ad revenue growth. Google valuations are attractive, but growth risks could threaten upside potential.
Is IBM as right for your portfolio as it is for Warren Buffett's? Let us analyze what makes this tech stock so special that Buffett chose to make it a part of his portfolio.
Google and Facebook compete for ad Dollars and investor love. We weigh their market share, revenue growth, new competing businesses, valuations and profitability to tell you which stock you should own.
LinkedIn reported blowout Q4 earnings. However, the company went on to provide what appears to be a lukewarm forecast for Q1 2015. Read our Linkedin stock analysis based on these estimates and the competition it faces from peers.