The Latest Breaking News from Erik Woodring

Apple Reality Pro release date just tipped for December — here’s what we know

A new analyst report projects the Apple VR/AR headset release date to arrive in December 2023. Here’s everything you need to know.

Tom’s Guide · Jun 2, 2023

Your Apple VR Reality Pro headset might not arrive until very late in 2023

The Reality Pro headset might be announced soon, but it'll be very late in 2023 before you can put one on your head.

iMore · Jun 2, 2023

MacBook Air 15-inch reportedly ramping up production for WWDC launch

Analysts believe an Apple supplier's growth forecast is fueled by MacBook Air production, suggesting an imminent release.

Tom’s Guide · May 21, 2023

Here's Why Morgan Stanley Is Bullish On IBM

Morgan Stanley analyst Erik Woodring upgraded the rating on International Business Machines Corp (NYSE:IBM) to Overweight from Equal-weight, with a price target boost to $150 from $147 (16% upside). Woodring saw IBM as a reliable "defensive play" amid more significant risks in the tech sector.  IBM will likely outperform in Q1 in a scenario of…

Benzinga · Apr 14, 2022

Morgan Stanley Downgrades HP On Potentially Lower Hardware Spend

The hardware industry is at risk of losing market share to other technology sub-industries due to greater macro uncertainty, “leaving us incrementally more cautious on the group in 2022,” according to Morgan Stanley.

Benzinga · Mar 31, 2022

Here's Why Morgan Stanley Downgraded Dell

Morgan Stanley analyst Erik Woodring downgraded Dell Technologies Inc (NYSE:DELL) to Equal Weight from Overweight with a price target of $60, down from $66 (10.5% upside).  The analyst noted that the 2022 outlook for data center infrastructure is strong, but cracks are occurring in the PC outlook. Woodring noted the valuation is likely to be…

Benzinga · Mar 31, 2022