"With Apple Intelligence execution offering an upside optionality for an acceleration of replacement cycles, we believe Apple will benefit from a multi-year iPhone refresh in the coming years." — Analyst Erik Woodring
Read More Morgan Stanley: The gap has narrowed, but Apple remains underowned
2 days ago"The probability that the market looks through such weakness and deems it temporary just went up because of the trade agreement with China." — Chief Investment Officer Michael Wilson.
"We think the fundamental EPS and multiple impact is low." — Analyst Erik Woodring
Read More Morgan Stanley: Has The Market Overblown Another App Store Legal Risk?
"We expect Mar Q results and Jun Q guide to modestly exceed consensus, though we see some downside to Jun Q GMs given tariff backdrop." — Analyst Eric Woodring
"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." — Analyst Erik Woodring
Read More Morgan Stanley's survey of 3,300 iPhone owners has good news for Apple
"As we've had more time to think about potential mitigation efforts, a new train of thought has emerged." — Morgan Stanley analyst Erik Woodring
Read More How Apple could squeak by without raising iPhone prices
"Our new bull case assumptions are effectively our prior base case assumptions." — Analyst Erik Woodring
"We answer the Top 10 investor FAQs from yesterday, including (but not limited to): what are your companies saying? What is downside to AAPL? Will there be tariff exemptions? What about potential retaliatory actions? Where are you buying the dip? And how are enterprises responding to future price hikes?"
Read More Four answers from Morgan Stanley's Top 10 Apple investor questions
"Effectively 100% of Apple's products sold in the US will be tariffed at a pretty exorbitant rate right now. That was not my base case. I'm not sure that was my bear case either." — Analyst Erik Woodring
Read More Morgan Stanley expects Trump's tariffs to drive iPhone prices up 15% - 20%
2 months ago"There's still a lot to be excited about." — Analyst Eric Woodring
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