Investment firm Morgan Stanley’s latest US buyer survey shows record numbers intend to upgrade their iPhone — and that they want Apple Intelligence, especially if they can also get a thin or foldable model.
Morgan Stanley has been rapidly dropping its price target for Apple, starting 2025 at $275, then dropping to $252 in March because of fears of lower than expected iPhone upgrades. Then the company expected Apple to drop to between $200 and $210 because of tariffs, which were then so much worse than anticipated, that it predicted a drop to as little as $172.
Källa: Americans want new iPhones with Apple Intelligence, and tariffs are not changing their minds