Katy Huberty

Nutanix Inc (NASDAQ: NTNX)'s earnings report last week sent shares spiking higher by more than 8 percent before cooling down. The Nutanix bull vs. bear debate continues at a time when the stock is up 30 percent for the year. The Analyst Wells Fargo's Aaron Rakers maintains an Outperform...

Nutanix Inc (NASDAQ: NTNX) reported fiscal first quarter results that exceeded estimates after the close Thursday. Billings rose a solid 32 percent year-over-year to $315.3 million and deferred revenue climbed 48 percent to $408.8 million. The company issued upbeat bottom-line guidance, while...

It may hold true that Apple Inc. (NASDAQ: AAPL)'s iPhone is losing market share in China to domestic competitors, but it doesn't tell the full story. The Analyst Morgan Stanley's Katy Huberty maintains an Overweight rating on Apple's stock with an unchanged $200 price target....

Hewlett Packard Enterprise Co (NYSE: HPE) announced the premature resignation on Tuesday of CEO Meg Whitman, who had previously planned to step down Feb. 1. Whitman’s departure far outweighed the firm’s fourth-quarter earnings beat, catalyzing a sharp sell-off in the stock and...

Heading into Apple Inc. (NASDAQ: AAPL)'s earnings report on Thursday, many investors had concerns surrounding the fiscal first quarter guidance, as it would include initial iPhone X projections. But once released, the guidance was "better than feared," Morgan Stanley's Katy...

International Business Machines Corp. (NYSE: IBM) stock jumped more than 9 percent on Wednesday after the company reported a big third-quarter earnings beat. Several Wall Street analysts weighed in on IBM following the report. Here’s a rundown of what they had to say. Voices From The Street...

Following its AlphaWise CIO survey, Morgan Stanley said CIOs don't yet view Nutanix Inc (NASDAQ: NTNX) as a hybrid cloud leader. However, the firm feels the view could change with the upcoming transition to software-only model. The firm has an Equal-weight rating on Nutanix with a $22 price...

Analysts at Morgan Stanley met with several members of Nutanix Inc (NASDAQ: NTNX)'s senior management team, which "emphasized the company's DNA in software" but failed to earn an upgrade. The firm's Katy Huberty maintains an Equal-Weight rating on Nutanix's stock with an unchanged $22 price target...

Apple Inc. (NASDAQ: AAPL)'s hefty price tag for its new line of iPhones shouldn't be a source of concern for investors, at least according to Morgan Stanley's Katy Huberty. The analyst maintains an Overweight rating on Apple's stock with a price target boosted from $182 to $194...

Morgan Stanley’s Katy Huberty reiterated an Overweight rating on Apple Inc. (NASDAQ: AAPL) with a price target raised from $177 to $182. Her note considered the effect of a delay in iPhone 8 shipments, which are expected to go out in October rather than the usual September. The delay will...

It's party time as one of the most coveted and aesthetically designed gadgets of all times, with high utility value is set to celebrate its tenth anniversary of existence. A Historical Perspective The first iteration of iPhone, the smartphone line up from Apple Inc. (NASDAQ: AAPL) and running...

Those famously loyal Apple Inc. (NASDAQ: AAPL) customers became even more devoted in April, with 92 percent of iPhone customers somewhat or extremely likely to upgrade their phone in the next 12 months, Morgan Stanley said Wednesday. The survey of 1,000 U.S. consumers was up from 86 percent from...

Apple Inc. (NASDAQ: AAPL) investors are hoping the 10-year anniversary iPhone 8 will be no ordinary iPhone. According to Morgan Stanley analyst Katy Huberty, the iPhone 8 sales cycle will be no ordinary cycle. Bring On The Supercycle After the firm’s recent round of checks, Morgan Stanley has...

Reviewing International Business Machines Corp.'s (NYSE: IBM) first quarter results, Morgan Stanley said the results feed the bear case, although believing that catalysts for inflection in the second half of 2017 remain intact. Analyst Katy Huberty feels the continuous deterioration in gross...

Katy Huberty of Morgan Stanley downgraded Nutanix Inc (NASDAQ: NTNX) to Underweight from Equal Weight on execution issues and rising memory prices. While January-quarter results were better than forecast, revenue upside was less than buy-side expected in the first full quarter post IPO. “We...