From "Apple's iPhones could see a strong Q3, explains Morgan Stanley's Erik Woodring" which aired Friday on CNBC.
Read More Why Morgan Stanley's Erik Woodring has new-found optimism for Apple
Look who's tracking the Apple analysts
10 months ago
10 months ago"We'd argue that for Apple to outperform over the next 12 months, we'd need to see the pace of positive earnings revisions accelerate." — Morgan Stanley analyst Erik Woodring
Why Morgan Stanley named Apple its top hardware pick10 months ago
10 months ago"What we had previously underestimated, and what the market still underappreciates today, is just how material the impending upgrade cycle can be." — Analyst Erik Woodring
Read More Why Morgan Stanley named Apple its top hardware pick
Morgan Stanley raises Apple target $57 to $273
10 months ago
10 months ago"Apple Intelligence is a clear catalyst to boost iPhone and iPad shipments" — Analyst Erik Woodring
The talking heads that caught my eye overnight. More as they come in.
Read More More Apple videos: Evercore bullish, Needham bearish, Morgan Stanley in between
"This would represent Apple's most important software overhaul to-date, and formally enter Apple into the mega-cap Gen AI race." — Analyst Erik Woodring
Read More Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event
"An OpenAI and Apple partnership could have wider-reaching financial ramifications." — Analyst Eric Woodring
Read More Morgan Stanley expected Apple to go with Gemini over ChatGPT (or GPT-4o)
Apple will 'slightly beat' Q2 2024 estimates, says analyst Erik Woodring, but guide for the June quarter 4% - 7% below the Street.
Read More Morgan Stanley sees 'tricky setup.' Trims Apple target $10 to $210
"This would leave our March quarter revenue forecast $500m (or 1%) above Consensus, and our June Q revenue $1b (or 2.5%) below Consensus in the June quarter, all else equal, and potentially point to less June quarter estimate downside than buyside bears fear."
Read More Morgan Stanley's China team just raised its Apple June quarter iPhone builds
"Once we get past the March quarter earnings, this is a catalyst-rich story."
Read More Morgan Stanley's Erik Woodring sees light at the end of Apple's tunnel
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