Experts Predict How Apple’s Stock Will Fare by the End of 2025

Core Viewpoint - The impact of President Trump's tariff policies on consumer prices and tech stocks, particularly Apple, is a significant concern for investors, with Apple adapting by moving production to India [1][2]. Group 1: Tariff Policies and Exemptions - Trump has imposed tariffs of up to 50% on India, but Apple products, along with other electronics and pharmaceuticals, are exempt from these tariffs, which mitigates potential earnings damage in the near term [2]. - The scale-up of production in India is described as "monumental," reducing supply-chain risks for U.S.-bound phones [3]. Group 2: Sales Impact and Consumer Behavior - Experts believe that tariffs are unlikely to hurt Apple's sales; instead, they may stimulate demand as consumers purchase products before price increases, evidenced by a 13% rise in iPhone sales in the June quarter [4]. - The "pull-forward" effect from consumers buying ahead of tariff implementations is expected to continue into the September cycle [4]. Group 3: Future Growth and AI Strategy - The potential of artificial intelligence (AI) is highlighted as a key driver for Apple's growth, with expectations for announcements regarding AI strategies at the upcoming September keynote [5]. - The loyalty of Apple's user base may help counterbalance any margin declines due to tariffs, especially with new AI developments [5]. Group 4: Stock Ratings and Market Outlook - Morningstar rates Apple as "Fairly Valued" with a "Medium" uncertainty rating, while Zacks gives it a "Hold" rating, indicating mixed views on value but positive outlooks on growth and momentum [6]. - Analysts suggest that while tariffs and international relations may influence Apple's stock price, technology advancements will remain the primary factor for the company's success moving into 2026 [7].