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How can Apple's stock reach $300? Wall Street is already dreaming about the iPhone 18.
MarketWatch· 2025-10-02 19:03
Core Viewpoint - Morgan Stanley analysts have raised their target price for the stock to $298, with potential for it to reach $376 if foldable iPhones and AI drive significant upgrades in the upcoming launch cycle [1] Group 1 - The target price has been increased to $298 [1] - There is potential for the stock to reach $376 under favorable conditions [1] - The anticipated catalysts for this growth include foldable iPhones and advancements in AI [1]
Is Apple Quietly Preparing Its Biggest iPhone Shift Yet?
Yahoo Finance· 2025-09-18 21:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Apple Inc. (NASDAQ:AAPL) is reportedly considering the possibility of test-producing foldable iPhones in Taiwan. Apple Eyes Taiwan Pilot Line For Foldable iPhone Production Apple has been in discussions with its suppliers regarding the potential establishment of a test production line for foldable iPhones in Taiwan, Nikkei Asia reported on Thursday. The company plans to manufacture approximately 95 million ...
Apple working on test production of foldable iPhone: report (AAPL:NASDAQ)
Seeking Alpha· 2025-09-18 11:42
Apple (NASDAQ:AAPL) is looking into test production of the widely speculated foldable iPhone: in Taiwan, having held talks with various suppliers, Nikkei Asia reported. If the tests go well, the tech giant and its manufacturing partners could begin mass production of ...
Markets React to Fed Rate Cut, Apple Eyes Foldable Future, and M&A Heats Up
Stock Market News· 2025-09-17 20:38
Key TakeawaysThe Federal Reserve enacted a widely anticipated 25-basis-point rate cut, bringing the federal funds rate to a range of 4%-4.25%. Markets showed a mixed reaction, with the S&P 500 dipping slightly and the dollar strengthening. The Fed signaled two more cuts are likely this year.Apple (AAPL) is reportedly testing foldable iPhones in Taiwan, aiming for a 10% boost in total phone shipments in 2026, with a preliminary target of producing around 95 million units. The company expects the foldable mod ...
蓝思科技:2025 年 A 股行业会议,为人工智能服务器液冷解锁新布局
2025-09-07 16:19
Summary of Lens Technology Conference Call Company Overview - **Company**: Lens Technology - **Industry**: Electric Components & Equipment - **Established**: 2006, listed on Shenzhen Stock Exchange in 2015 - **Products**: Touch-screen glass casings for consumer electronics including smartphones, PCs, headsets, and smart wearables [11][12] Key Points from the Conference Call Liquid Cooling Development - Lens Technology is developing a liquid cooling module for AI servers aimed at North American customers - Trial shipments for the liquid cooling module, rack chassis, and plugs are expected to start in Q4 2025 [2][3] iPhone Content Value Growth - Anticipated benefits from the peak iPhone procurement season include: 1. Increased market share in metal casing 2. Adoption of ultra-hard cover glass across four models 3. Upgrade of rear cover glass to 3D glass for one model - Expectations for more color options in foldable iPhone designs by year-end [3][4] Auto Industry Growth - Two new laminated glass production lines will begin mass production, adding 200,000 pieces of capacity annually - Plans to supply 1 million vehicles per year, starting with shipments to a key domestic EV customer in 2026 [4][5] Stock Performance and Valuation - Lens Technology's A-share stock price increased by 32% since July, surpassing the price target of Rmb26.0 - Current stock price as of September 2, 2025, is Rmb30.03, with a market cap of Rmb158 billion (approximately US$22.1 billion) [5][6][7] - Price target and rating are currently under review due to strong market expectations and solid Q2 2025 results [5][6] Financial Metrics - Revenue projections show growth from Rmb46.7 billion in 2022 to Rmb90.1 billion in 2025E - EPS expected to rise from Rmb0.50 in 2022 to Rmb1.05 in 2025E [9][8] Risks and Challenges - Potential risks include: 1. Reluctance from other major smartphone OEMs to adopt glass casings 2. Slower-than-expected adoption of 3D glass 3. Tightening export restrictions affecting demand from Chinese OEMs 4. Gross margin risks due to yield and capacity utilization issues [12] Analyst Insights - Industry structure rated as improving, with a score of 4 out of 5 - Regulatory environment rated neutral, with a score of 3 out of 5 - Anticipated positive earnings surprise driven by foldable iPhone and new AI devices [14] Conclusion Lens Technology is positioned for growth with new product developments in AI cooling solutions and automotive glass, alongside expected gains in the smartphone market. However, the company faces several risks that could impact its performance. The stock's recent rally has prompted a review of its valuation and rating.
Apple plotting iPhone lineup overhaul, including ‘foldable' version by 2026: report
New York Post· 2025-08-25 15:48
Core Viewpoint - Apple is planning a significant redesign of its iPhone lineup over the next three years to boost sales, starting with the iPhone Air model in September and culminating in a foldable iPhone in 2026 [1][3]. Group 1: iPhone Redesign Plans - The iPhone Air will feature a thinner and lighter design but will have drawbacks such as reduced battery life and only one rear camera [2]. - The iPhone 17 series will be launched this fall with minimal upgrades, primarily focusing on camera improvements and additional color options [2]. - The foldable iPhone, codenamed "V68," is expected to debut next year with four cameras and is set to enter full production early next year [3]. Group 2: Market Context and Challenges - Apple is facing challenges with stagnant iPhone sales, which are crucial for the company's revenue [4][10]. - The company has struggled with the rollout of AI features, particularly with the Siri voice assistant, which is part of its broader "Apple Intelligence" initiative [6]. - Apple has been impacted by tariffs on manufacturing partners, which could add $1.1 billion to costs in the current quarter [7]. Group 3: Strategic Shifts - In response to challenges, Apple is reducing its reliance on China for manufacturing by shifting production to India and the US [9]. - The company is also navigating an antitrust case from the Justice Department, which accuses it of illegal practices to maintain its iPhone ecosystem dominance [9].
Apple foldable phone reports, 'Magnificent 7' stocks near record highs
Yahoo Finance· 2025-07-21 21:48
Market Trends & Analysis - The S&P 500 and NASDAQ both hit record highs driven by earnings optimism [1] - Foldable phones offer a larger screen, potentially up to 11 inches diagonally, rivaling some tablets, while also being more pocketable when folded [1] - Chinese consumers show strong interest in foldable phones due to established vendor presence and multimedia experience [2] - The US dollar index is underwater by approximately 05% year-to-date, indicating multi-year lows [10] - Ether cryptocurrency is nearing $4,000, testing multi-year range highs [15] Company Performance & Strategy - Apple is reportedly planning to release a foldable iPhone next year, aiming to leverage its marketing capabilities to dominate the market [1] - An IDC survey indicates that 21% of respondents are interested in purchasing a foldable iPhone [1] - Apple's foldable phone could be priced between $1,500 and $2,000, potentially starting at $1,800 to avoid overlapping with ultra-premium iPhone prices [2][3] - Google (Alphabet) is considered undervalued due to antitrust concerns, but its strong position in AI, particularly with Gemini, presents a favorable investment opportunity [22][25] - NXP Semiconductors anticipates an emerging cyclical improvement in its core markets, guiding its Q3 performance [34] Financial Results - Zions Bancorporation reported adjusted net interest income of $661 million in Q2, exceeding estimates, though total deposits missed expectations [35][36] - Steel Dynamics reported a miss on earnings estimates for Q2, with adjusted EBITDA falling short of expectations due to trade policy uncertainty and inventory overhang [36]
Apple plans to release a foldable iPhone
CNBC Television· 2025-07-21 17:00
Product Development & Launch - Apple has been exploring foldable phone concepts for approximately 6-7 years [1] - Mass production of Apple's foldable phone is projected for the second half of 2026, targeting a fall or holiday launch [1] - Samsung recently launched an improved foldable phone, suggesting technology is advancing to a point suitable for Apple's entry [2] Market & Pricing - Samsung's foldable phone is priced at $2,000, double the cost of a standard smartphone [3] - A similar price point for Apple's foldable phone could boost revenue amid slowing iPhone sales [4] - Foldable phone technology remains relatively unproven, with popularity concentrated in markets like Asia, particularly China [4] - Foldable device sales are significantly lower than regular phone sales [4]
Apple's foldable iPhone plan
CNBC Television· 2025-07-21 15:09
Product Development & Market Entry - Apple is reportedly considering launching a foldable iPhone as early as next year, aiming for a fall or holiday launch in 2026 [1][2] - The potential foldable iPhone launch is seen as a strategy to find the next growth driver, especially with Apple shares experiencing double-digit declines since January [1] - The foldable phone market is already established, with Samsung launching its latest version, priced at $2,000, indicating the high-end positioning of this technology [2][3] Pricing & Revenue Implications - A foldable iPhone could help Apple boost revenue amid slowing iPhone sales, but the unproven technology and high cost (potentially $2,000 or more) could be a barrier [4][6] - The high price point of foldable phones, exemplified by Samsung's $2,000 device, suggests Apple's version would likely be similarly expensive [3][6] - While the sticker price is high, consumers often use payment plans or trade-ins, mitigating the initial cost [7] Technology & Design - Apple has been exploring foldable phone concepts for six or seven years, with the technology now potentially mature enough for a viable product [1][3] - The improved design of foldable phones, such as Samsung's latest model, makes them more appealing and functional [3] - The foldable phone could potentially replace the need for both a phone and an iPad, offering a single device solution [6] Market Dynamics & Consumer Adoption - Foldable phones are popular in markets like Asia, particularly China, but their overall market share is still significantly lower than regular smartphones [5] - The technology has reached an inflection point where it is catching up to the ultimate vision, as seen with the Samsung device, suggesting Apple is nearing a similar stage [7][8]
X @Bloomberg
Bloomberg· 2025-07-20 12:02
Product Development - Apple's foldable iPhone launch will be unlike previous launches [1]