"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
"Apple's Vision Pro headset represents a free call option on the future of spatial computing." — Erik Woodring
Read More After only 3 days, Morgan Stanley's Apple analyst is an AVP evangelist
Morgan Stanley: Apple will beat Q1, guide down Q2
10 months ago
10 months ago"We'd be buyers of any post-earnings weakness." — Analyst Erik Wooodring From a note to Morgan Stanley clients that landed on my desktop Wednesday: As we…
"Sell side sentiment towards Apple — approximated through the mix of buy vs. hold vs. sell ratings — is at its lowest point since September 2020." — Analyst Erik Woodring
Read More Morgan Stanley: Apple broker bearishness hasn't been this bad for 3+ years
Morgan Stanley is getting more bullish on Apple
11 months ago
11 months ago"2024 will be the year when Apple's 'Edge AI' opportunity likely comes to fruition, highlighted by an LLM-powered Siri 2.0." — Analyst Erik Woodring
From "Apple's growth will accelerate incrementally each quarter, says Morgan Stanley's Erik Woodring" which aired Friday on CNBC.
Read More Morgan Stanley: Two risks Apple faced in September are largely off the table
Morgan Stanley raises its Apple target $10 to $220
12 months ago
12 months ago"We are turning more positive on Apple" — Analyst Erik Woodring
Read More Morgan Stanley raises its Apple target $10 to $220
But Microsoft is even more so. Most over-owned: Meta, Qualcomm and Intel.
Read More Morgan Stanley: Apple is still under-owned by institutional investors
"Huawei vs. the iPhone 15... and Apple's AI intentions were key topics of discussion at our 2023 AP Summit." — Analyst Erik Woodring.
Read More Morgan Stanley: 20-40% of Apple's job postings seek generative AI skills
"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
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