Mizuho’s Klein on Trump/Apple: ’Tim Cook has no great outcomes here’

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Morgan Stanley on Apple (AAPL): 'New Tariff Headlines Add to the Wall of Worry'

May 27, 2025 6:38 AM EDT

Morgan Stanley analyst Erik Woodring reiterated an Overweight rating and $235.00 price target on Apple (NASDAQ: AAPL).

The analyst comments "Is a 25% tariff enough to incentivize Apple to move iPhone production to the US? Last Friday, President Trump - via his social media platform - threatened a 25% tariff on smartphones, including the iPhone, imported into the US after the... More