Apple’s products on the table from Ake Ngiamsanguan via Istock
Data from Contropoption Research has shown that iPhone sales on May, which grew first in China, in April and May sales increased by 15% compared to last year. This has been due Apple (AAPL) that returns to growth in the two largest markets: China and US
The report also emphasized that Apple was wisely moved through tariff obstacles and reached double -digit growth in other key markets such as Japan, India and the Middle East, which further secured its domination on the world stage. So you have to buy an apple at this stage?
Commander -in -Chief of a large market limit of 2.96 trillion. Dollars, Apple (AAPL) is well known for its iPhone, iPad, Mac, AirPods, Apple Watches and Apple Vision Pro, as well as software platforms. However, even in its domination, the company landed in hot water this year, confronted with close attention against the background of tariffs and trade tensions. As a result, Apple moves part of its iPhone production to India, which helps the company diversify its supply chain and keep the cost of the low.
The move, however, was not rated by President Donald Trump, which threatened the company with 25% tariffs for its products, if in the last 52 weeks it has not moved production to US shares, decreased by 9.7% and suffered 21.9% of the trick. At the end of last year, the shares reached a 52-week maximum of $ 260.10 and currently 24.8% below that maximum. The company tried to return some soil through the annual developer conference from June 9 to June 13.
Apple demonstrated its new “liquid glass” design and a new upgraded OS, which will be named iOS 26. Unfortunately, investors were not too passionate about the results because they expected more from the artificial intelligence company (AI). While the company may have hoped for the rally after the conference, the actions actually declined. Over the last five days, Apple’s shares have been almost 3.5%.
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In early May, Apple revealed its financial results in the second quarter in 2025 (a quarter ended on March 29), which were hot than expected. The company reported a profit of $ 95.36 billion, which is 5% compared to the previous year. The best line also exceeded $ 94.66 billion, which was expected by analysts at Wall Rate.
The most important segment of the company is undoubtedly its iPhones. For 2 Q2, iPhone sales increased by 2% compared to last year to $ 46.84 billion, which exceeded $ 45.84 billion, which analysts expected. The Mac’s income increased by 7% compared to last year to $ 7.95 billion, heading the expected $ 7.77 billion, and the iPad’s profit increased by 15% to $ 6.40 billion, higher than the expected $ 6.20 billion.
However, two of the wide Apple segments did not meet the standards. Its segment revenue is carried, at home and accessories decreased by 5% compared to last year to $ 7.52 billion, which does not correspond to about $ 7.95 billion. The Apple TV and its App Store income from the Apple segment, with an increase of 12% to $ 265 billion, was lower than the expected $ 26.7 billion.
Apple’s gross earnings of 47.1% were agreed with the Wall Street analysts’ expectations. The company reported a $ 1.65 quarterly EPS, which is 8% annually and exceeding the $ 1.63 consensus estimate.
However, the results were not enough to turn the investor forecast into Apple’s stock. While in the quarter the exposure of tariffs was restricted, the company expects the tariffs to add $ 900 million to its costs in the current quarter. Apple expects its top line to grow “low to medium unambiguous” in Q3.
Analysts expect Apple’s profits to continue on its slow growth. In the current quarter, it is expected to increase its EPS compared to last year to $ 1.41. In the current fiscal year, the EPS is expected to grow by $ 5.3 to $ 7.11, while in the next financial year it will increase by 7.9% to $ 7.67.
Tariffs’ concern is not enough for analysts to turn your back on Apple stocks. Wall -Rate still shows great faith in the ability of this technological giant. Morgan Stanley Analyst Eric Kuding has once again confirmed the “overweight” rating for stocks and a $ 235 target price, showing a constant faith in Apple.
Wedbush analyst Dan Jus repeated his “exceeding” rating on stocks as well as a $ 270 target. Jus sees the cause in the measured Apple’s approach to AI. He believes that while Apple is lagging behind its competitors, it began to lay the basis for long -term development. BOFA Securities also supported the “Buy” rating on Apple and the $ 235 target price, indicating that the firm believes that Apple’s basics remain strong.
In general, analysts on Wall -Story are still positively positively related to Apple’s prospects, which gives it a “moderate purchase” consensus. Based on the ratings of 37 analysts, 18 analysts gave the “strong purchase” shares, three evaluated shares as a “moderate purchase”, 13 analysts consider the “content” stock, one analyst gives a “moderate sale” rating, and two analysts evaluate its “strong sale”.
The purpose of the consensus analytics is $ 230.75, indicating potential growth by 18% of modern levels. Meanwhile, a $ 300 street target involves a 54% jump.
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At the date of the Anushka Mukexi publication, she did not occupy (directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is intended solely for information purposes. Originally this article was published on Barchart.com
