Apple (AAPL) Comments Circulate

Jefferies Upgrades Apple (AAPL) to Hold

July 1, 2025 4:04 PM UTC

Jefferies analyst Edison Lee upgraded Apple (NASDAQ: AAPL) from Underperform to Hold with a price target of $188.32 (from $170.62).

The analyst comments "We believe tariff-driven pull-in demand and share recovery in China would drive Jun Q rev/EPS growth of ~8%/~10%, roughly 5%/9% > cons... More

UBS Reiterates Neutral Rating on Apple (AAPL)

June 26, 2025 10:08 AM UTC

UBS analyst David Vogt reiterated a Neutral rating and $210.00 price target on Apple (NASDAQ: AAPL).

The analyst commented, "According to press reports, Apple is considering either acquiring Perplexity AI or partnering with the company and adding it as an AI search engine... More

BofA: 'We hosted an Alphabet bull/bear debate; sentiment was mixed but there is a strong share of bulls on the stock'

June 26, 2025 9:36 AM UTC

BofA Securities analyst Justin Post reiterated a Buy rating and $200.00 price target on Alphabet (NASDAQ: GOOGL).

The analyst comments "We hosted an AI centric bull/bear debate on Alphabet, attended by over 200 investors, (see our more comprehensive bull/bear thoughts here). Overall sentiment on the stock was mixed with concerns ranging from share loss and monetization challenges to Apple's reaction to the DoJ trial outcome, but we found that there is strong share of bulls on... More

Apple (AAPL) PT Lowered to $230 at JPMorgan

June 26, 2025 6:27 AM UTC

JPMorgan analyst Samik Chatterjee lowered the price target on Apple (NASDAQ: AAPL) to $230.00 (from $240.00) while maintaining a Overweight rating.

The analyst comments "We are updating our revenue and earnings forecasts to reflect the effect of near- term pull ahead of consumer demand on iPhones, driving a moderation in demand drivers in the back-half of the year, particularly in the backdrop of an iPhone 17 lineup launch that is expected to be only incremental. In conjunction with the moderation of iPhone build estimates by our Asia Technology analyst, William Yang, we are moderating our... More

Apple (AAPL) Poised To Offer App Store Changes To Dodge More EU Fines - Bloomberg

June 25, 2025 10:36 AM UTC

Apple (NASDAQ: AAPL) Poised To Offer App Store Changes To Dodge More EU Fines - Bloomberg

Apple Move Follows EuUs 500M Penalty In April Over Digital LawEU Gave Company A June 26 Ultimatum To Comply With DMA Rules... More

Apple + Perplexity? BofA sees strategic upside despite risks

June 25, 2025 10:00 AM UTC

Apple Inc. is reportedly exploring a deal with Perplexity AI, a fast-growing startup known for its AI-powered answer engine.

Analysts at BofA Securities see potential upside if a transaction proceeds, citing opportunities to bolster Apples lagging artificial intelligence capabilities, though they highlight key integration and financial risks.

Perplexity, founded in 2022, offers direct, cited responses using large language models and real-time web indexing.

The company reported $100 million in annual recurring revenue and recently raised $500 million at a $14 billion valuation. It... More