HP-Palm: The Analysts Weigh In

Now that they’ve had some time to digest the news of Hewlett-Packard’s acquisition of Palm, analysts are weighing in on the deal. More than 30 of them issued notes on the subject this morning, and they were largely positive. Consensus seems to be that while the deal seems expensive given Palm’s dire straits, it’s a wise move for HP, one that could make the company a player in the mobile devices market and strengthen its long-term positioning.

Apple: Will Sept. Quarter Guidance Disappoint the Street?

Apple (AAPL) has a well-established pattern of low-balling its financial guidance–and BMO Capital’s Keith Bachman thinks we will see more of the same when it comes to the September quarter. In a research note this morning, Bachman takes a look at the direction Apple is likely to provide on September quarter numbers.

Apple: BMO Capital Ups Estimates on Strong Mac Sales

BMO Capital’s Keith Bachman this morning raised his EPS estimates for Apple’s (AAPL) September 2009 fiscal year to $6.36 from $6.21, reflecting increases in his estimates on both notebook sales and iPhones average selling prices. Bachman repeated his Outperform rating and $205 price target on the stock.