"We believe 2024 will be a catalyst year for 'Edge AI', and see Apple as one of 6 key beneficiaries." — Analyst Erik Woodring From a…
Read More Morgan Stanley: AI on the 'edge' plays into Apple's strengths
"This is very reminiscent of the iPhone 13 cycle." — Analyst Erik Woodring
Read More Why Morgan Stanley is tactically cautious about Apple (video)
"However, we are more cautious on the December quarter... and believe Apple will guide to a revenue range that is both below normal seasonality and Consensus expectations." — Analyst Eric Woodring
Read More Morgan Stanley: Apple to post accelerating Services and record gross margins
"We are raising our Sept Q estimates slightly, but lowering Dec Q estimates by 5-9% (still 0-1% above Consensus) due to iPhone 15 pushout." — Analyst Erik Woodring
But he's sticking with his outperform rating and $215 price point.
Read More Morgan Stanley's Erik Woodring recommends buying Apple at $160 (video)
Morgan Stanley: Apple pullback 'overdone'
2 years ago
2 years ago"Apple's recent stock move is indeed overdone as it implies Apple loses ~70% of its iPhone shipments in China, a highly draconian and unlikely scenario." — Analyst Erik Woodring
Big whales, tiny Apples
2 years ago
2 years agoFrom Shanthi Rexaline's "Apple Losing Its Bite With Big Whales? Why Institutional Investors Are Picking Different Tech Orchards" posted Friday by Benzinga.
"On average, stocks appear to experience a technical pull higher when active ownership is much lower than the market." — Analyst Erik Woodring From a note…
Read More Morgan Stanley: Apple now most underowned U.S. tech megacap
Morgan Stanley: Apple building 90M iPhones
2 years ago
2 years ago"We will be closely tracking the trajectory of supply chain builds/orders in late September/early October, which is when Apple historically adjusts build forecasts following initial pre-order feedback." — Analyst Erik Woodring
"History shows that this kind of setup drives the greatest outperformance in Apple's stock in the day, week and month post-earnings." — Analyst Erik Woodring
Read More Morgan Stanley sees a setup for Apple's numbers to move materially higher
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