Jefferies downgrades Apple, flags risk to pricing boost as all-glass iPhone shelved
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Jefferies downgraded Apple to Underperform after supply-chain checks suggested the planned all-glass "20th anniversary" iPhone is unlikely due to low yields, reducing a key pathway to higher iPhone ASPs amid rising memory costs. The bank also flagged the foldable iPhone's projected high starting price as demand-limiting, cut iPhone ASP CAGR assumptions, and lowered 2028–2029 EPS estimates. This pressures near-term expectations for margins and volume.
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AI تجزیاتی سمجھ · NCSKAAPL2USD/USDTAI تجزیاتی سمجھ
▼ Bearish
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⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
Jefferies downgraded Apple, saying the company is unlikely to proceed with an all-glass iPhone that had been expected to support higher iPhone pricing. The firm warned that soaring memory costs could push the iPhone 18 Fold’s starting price to $2,199, which it said could limit demand. Jefferies cut its iPhone average selling price CAGR forecast to 6.8% from 9.0% and reduced its 2028 and 2029 EPS estimates by 2.1% and 3.4%. It also noted Apple has already raised Mac and iPad prices by 20% but has not yet increased iPhone prices.
