Morgan Stanley says Apple’s (AAPL) WWDC 2025 kickoff was heavy on design, user interface, and platform unification upgrades, alongside “a sprinkling of AI upgrades,” but few major AI feature enhancements. While the firm believes sentiment is unlikely to shift until more tangible AI progress is evident, it contends that Apple “clearly still has the ingredients to make it an AI winner.” The firm keeps an Overweight rating and $235 price target on Apple shares.
Meet Your ETF AI Analyst
- Discover how TipRanks' ETF AI Analyst can help you make smarter investment decisions
- Explore ETFs TipRanks' users love and see what insights the ETF AI Analyst reveals about the ones you follow.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on AAPL:
- Apple’s Strategic Ecosystem Enhancements and Potential AI Leadership Justify Buy Rating
- Cautious Outlook on Apple: Hold Recommendation Amid Lackluster WWDC Announcements
- Apple WWDC announcements ‘more evolutionary than revolutionary,’ says UBS
- Apple WWDC sets shares up well for 2026, says Citi
- Citi places ‘upside 90-day catalyst watch’ on Qorvo, Skyworks