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AAPL
Apple seen having its best days ahead as digital transformation accelerates

- Loup Ventures says Apple's (NASDAQ:AAPL) strong earnings report is
evidence of the accelerating digital transformation in the fact that the
revenue upside was driven by nearly one of the company's every product
categories.
- "At its core, our opinion that Apple's best days are still ahead is
based on a belief in a digital transformation that we cannot yet fully
comprehend. Separately, the company grew its base of active devices by
10%
over the past year, to a record 1.65B. This device growth includes
first-time Apple buyers, that if history repeats itself, will become
future
recurring revenue."
- Beyond the digital transformation, Apple is expected to be driven by
5G enthusiasm in the back half of the year and growing anticipation of
new
business segments that likely won't launch until 2022 at the earliest.
- Loup expects consensus estimate on Apple for FY22 revenue growth of 5%
are too low and expects them to move higher during the course of the
year.
- The firm assigns a two-year base case target of $200 for AAPL shares.
- Apple saw price target increases across Wall Street after its Q4 report
.





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