Apple has multiple catalysts for strong revenue growth, so investors shouldn’t be spooked by any margin pressure from rising memory…
Tag: Morgan Stanley
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…
BlackRock, Morgan Stanley, Vanguard, and Soros Fund Management up Apple stakes
BlackRock increased its stake in Apple by 8.3 million shares, bringing its total holdings to 1.15 billion shares — valued at approximately…
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…
Apple leads Morgan Stanley’s top IT hardware picks for 2026
As 2026 approaches, Morgan Stanley anticipates a more challenging landscape for the IT hardware sector, but Apple…
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…
Apple’s new iPhones selling ‘stronger than anticipated,’ except for one model – Morgan Stanley
About two weeks post-launch of the iPhone 17 series, Morgan Stanley analysts reported that demand for the devices is “slightly stronger…
Early signs point to stronger demand for Apple’s new iPhone lineup – Morgan Stanley
Morgan Stanley analysts wrote in a note to clients on Wednesday that initial indicators suggest stronger demand for Apple’s iPhone 17…
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…
Morgan Stanley ‘turning more bullish’ on Apple
Morgan Stanley suggested that Apple may be “turning the corner” as unexpectedly strong iPhone sales led to an increase in September…
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 sees higher-than-expected iPhone and iPad sales for June quarter
Morgan Stanley expects that “deep” 618 Festival channel promotions in China are driving higher-than-expected iPhone and iPad…
Morgan Stanley raises Apple target to $235
On April 28, 2025, Morgan Stanley raised its price target for Apple to $235 from $220, maintaining an Overweight rating, signaling strong…
Morgan Stanley: Apple seeing stronger Apple Intelligence adoption than initially expected
Apple is gaining traction with its AI features, per Morgan Stanley’s AlphaWise survey. U.S. adoption of Apple Intelligence exceeds…
Morgan Stanley lowers Apple target price by $23 to $252
Apple is postponing updates to its Siri digital assistant — a vital link between customers and the company’s hardware — pushing them…
Apple poised to beat fiscal Q424 expectations – Morgan Stanley
Apple is anticipated to beat expectations for its fourth-quarter earnings, primarily driven by strong late-cycle sales of the iPhone 15…
Apple iPhone 16 Pro lead times up – Morgan Stanley
According to Morgan Stanley, Apple iPhone 16 overall lead (shipping) times remain down year over year, but they recently increased for…
Apple’s iPhone 16 shipping times are stabilizing and even extending – Morgan Stanley
Morgan Stanley analysts have reported that lead times for Apple’s iPhone 16 Pro and Pro Max models are showing signs of stabilization…
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 poised for record Apple Intelligence-fueled iPhone upgrades – Morgan Stanley
Apple’s seamless integration of Apple Intelligence is fueling confidence among Morgan Stanley analysts who upgraded Apple to their Top Pick…
Apple stock jumps as Morgan Stanley names it ‘top pick’ for AI efforts, hikes target to $273
Apple stock surged 2% in Monday premarket trading after Morgan Stanley upgraded its stock to a “top pick” and raised its price target…
Major Apple supplier TSMC hits $1 trillion in market value
Major Apple supplier Taiwan Semiconductor Manufacturing Co. (TSMC) rose to a record intraday high and hit $1 trillion in market value…
Morgan Stanley ups Apple price target to $216
Following Apple’s Q2 2024 earnings report, Morgan Stanley has increased its price target to $216 from $210. The investment firm…
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…
Apple earnings ‘to serve as a clearing event’ – Morgan Stanley
Ahead of Apple’s Q124 earnings release on February 1st, Morgan Stanley analyst Erik Woodring said the investment firm expects the …
Morgan Stanley ups Apple target price to $220
Morgan Stanley have raised their target price for Apple from $210 to $220 based on their outlook for Services, iPhone 15 gross margins…
Apple likely to begin third-party app stores on devices in Europe – Morgan Stanley
Apple in its fiscal year 2023 Form 10-K filing says it “expects to make” App Store policy changes to comply with EU’s Digital Markets Act…
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 sees accelerated growth for Apple in September quarter
Investment bank Morgan Stanley expects Apple’s June quarter earnings to be in line with expectations, but predicts much higher growth…
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: India to account for 20% of Apple’s user growth over the next five years
Morgan Stanley analysts estimate that India could account for 15% of Apple’s revenue growth and 20% of its installed base growth over…
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…
Morgan Stanley: Microsoft poses ‘immaterial risk’ to Apple’s App Store
Analysts at Morgan Stanley said Tuesday that if Microsoft is able to launch its own app store, it would be an “immaterial risk” to Apple…
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…
Morgan Stanley ups Apple price target to $180
Morgan Stanley analysts on Friday upped its Apple price target to $180 and reaffirmed the “Top Pick” designation as the investment…
Morgan Stanley: Apple stock remains a buy; $175 price target
Apple on Thursday announced financial results. Morgan Stanley analysts say Apple remains a buy as growth in subscriptions and installed base…
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…
