"'An upgraded Siri personal assistant' is the #1 AI feature prospective iPhone upgraders are interested in when upgrading." — Analyst Erik Woodring From a note to…
Morgan Stanley cuts Apple target $23 to $252
2 months ago
2 months ago
"Mega-cap tech stocks are the most under-owned in 16+ years, w/the gap vs. S&P widening." — Analyst Erik Woodring
Read More Apple is the most under-owned of the increasingly under-owned big tech stocks
"Of all regions, Chinese iPhone users are most willing to pay for unlimited access to Apple Intelligence, despite having never used the features." — Analyst Erik Woodring
Read More Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)
Morgan Stanley sticks to $273 Apple price target
4 months ago
4 months ago"A near-term reset of FY25 expectations could be a 'clearing event' for the stock. However, we are hesitant to label the F1Q25 setup as such." — Analyst Erik Woodring
"We believe that FY25 represents a bit of a calm before the storm, as fundamentals should accelerate in FY26." — Analyst Erik Woodring
Read More Morgan Stanley: Short squeeze helps push Apple to new highs
Apple is still Morgan Stanley's top pick
5 months ago
5 months agoFrom Vahid Karaahmetovic's "3 reasons why Apple stock is Morgan Stanley's Top Pick for 2025" posted Friday by Investing,com.
"Tim Cook has done a magnificent job balancing the geopolitical risks of Xi, Joe Biden and President-elect Donald Trump." — Analyst Erik Woodring
Read More Morgan Stanley: Apple might skirt some of those tariffs
"Apple Intelligence is already a Top 5 iPhone upgrade driver." — Analyst Erik Woodring From a note to Morgan Stanley clients that landed on my desktop…
Read More Morgan Stanley: iPhone upgrade rates are improving more than expected
"It's a great survey. It's talking about yes, the Apple AI is bringing people in. They're talking about the idea that [Apple] could easily get a $9-a-month fee."
Read More Jim Cramer reads from Morgan Stanley's Apple note (video)
"We believe that better supply conditions are one of the contributing factors to why iPhone lead times are shorter this cycle than in recent cycles." — Analyst Erik Woodring
Read More Why Morgan Stanley is sticking with its $273 Apple target
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