Apple’s first foldable iPhone could contribute about $14 billion in revenue in the December quarter, according to Morgan Stanley…
Tag: Erik Woodring
Apple’s AI could usher in a historic upgrade cycle, and Wall Street is missing it – Morgan Stanley
Following Apple’s WWDC keynote, shares dipped as investors seemed underwhelmed by the new AI announcements, including an upgraded Siri…
Morgan Stanley, Evercore: Apple’s foldable iPhone on track for September launch
Apple’s foldable iPhone remains on track for a fall launch, according to Wall Street analysts, including those at Morgan Stanley, who pushed…
Apple’s App Store growth is reaccelerating – Morgan Stanley
Apple’s App Store revenue growth is accelerating in February, according to Morgan Stanley analyst Erik Woodring…
Morgan Stanley expects Apple’s earnings to beat expectations
Consensus estimates project Apple to report approximately $138.4 billion in revenue for the December quarter (fiscal Q1 2026), along with…
Morgan Stanley sees Apple moving from AI laggard to leader in 2026
Morgan Stanley analyst Erik Woodring on Wednesday, reiterated an overweight rating on AAPL stock while hiking the price target to $315…
Mini App Partner Program launch is a ‘clear positive’ for Apple
Analysts at Morgan Stanley view Apple’s new Mini App Partner Program as a significant move to broaden App Store revenue streams…
Apple could make $133 billion a year on humanoid robots by 2040 – Morgan Stanley
Apple is renowned for its iconic Mac, iPhone, and iPad. But what’s next? Morgan Stanley predicts humanoid robotics…
Morgan Stanley bull case sees Apple stock hitting $376
Morgan Stanley analysts, led by Erik Woodring, are growing more optimistic about Apple’s iPhone 17 sales potential, raising their fiscal 2026…
Morgan Stanley: Apple stock might be ‘turning the corner’
Morgan Stanley has recently shared insights on Apple in notes to clients. Analyst Erik Woodring suggested that Apple’s stock might be…
Wall Street expects YoY Apple earnings growth of 1.4%, sales growth of 3.9% for Q325
Analysts surveyed by FactSet anticipate that Apple will report earnings of $1.42 per share on $89.1 billion in revenue for the June quarter…
Morgan Stanley: Apple’s multiyear iPhone upgrade cycle is a ‘when, not an if’
Morgan Stanley analyst Erik Woodring says iPhone shipping times don’t carry the predictive power some analysts and investors assume, and…
Apple’s iPhone orders in March 2024 were better than expected – Morgan Stanley
Morgan Stanley is bullish on what they see as better than expected iPhone order volume across Apple’s supply chain in recent weeks…
Morgan Stanley: Apple selloff ‘overdone’
Morgan Stanley analyst Erik Woodring says the selloff in Apple’s shares are “overdone” after shares dipped throughout much of the week…
Morgan Stanley’s bull case puts Apple market cap over $4 trillion
In a new research report this past week, Morgan Stanley analyst Erik Woodring argues that India is, and will continue to be, a key growth…
Morgan Stanley ups Apple price target to $220 on strong India growth prospects
Morgan Stanley has raised its price target on Apple stock from $190 to $220, citing India as a major growth driver for the company. The…
Apple shares continue rising ahead of March-quarter earnings
Apple’s stock is up ahead of earnings as investors bet on a beat. The company is set to report fiscal second-quarter results on Thursday…
Apple has 5 overlooked catalysts that will drive its stock higher – analyst
The analyst believes that Wall Street is overlooking numerous compelling parts of Apple’s story — what else is new? — that could play out…
Survey shows most iPhone users will stick to Apple’s App Store walled garden
Apple is reportedly working to allow iPhones and iPads to access third-party app stores in order to comply with new European Union…
Third-party app stores for iPhone and iPad won’t hurt Apple too much
Apple is reportedly working to allow iPhones and iPads to access third-party app stores in order to comply with new European Union…
Morgan Stanley sees ‘limited risk’ to Apple App Store revenue from third-party app stores for iPhone and iPad
As part of a sweeping overhaul, Apple is preparing to allow third-party app stores on its iPhones and iPads…
Morgan Stanley: Apple stock is a top pick; both Sept. and Dec. quarterly sales will beat estimates
Apple’s September and December quarter financial results should each top current Wall Street estimates, Morgan Stanley analyst…
Morgan Stanley: Apple stock is top pick
Morgan Stanley analyst Erik Woodring in a research note on Monday stays bullish on Apple, naming it his top pick…
Subscription services can power Apple back to $3 trillion and beyond – Morgan Stanley
According to Morgan Stanley, Apple’s Services business is the engine that will power the company back to a market value of more than $3T…
Analysts: Apple is still the best bet in a tech spending slowdown
In the increasingly likely event of a slowdown in consumer spending on tech amid rampant U.S. inflation, Apple is still the best bet …
