"The Windows 10 sunset has effectively acted as an industry-wide refresh timer, prompting both enterprises and consumers to replace aging systems ahead of the October deadline."
Read More Counterpoint: Apple's share of the PC market grew 15% YOY in the September quarter
"While we don't expect the market to look too far forward to the likely Spring 2026 Apple Intelligence re-launch and Fall 2026 Foldables launch, we expect estimates to drift higher as iPhone 17 cycle momentum sustains." — Analyst Erik Woodring
Read More Morgan Stanley raises Apple estimates, sticks with $298 price target
2 weeks agoFrom Barron's' "Dow Futures Drop After IBM Earnings. S&P 500, Nasdaq Trading Flat." posted early Thursday.
"Apple has done a great job at managing expectations. They've basically said to investors "don't expect us to say anything about AI until next year."
"Apple is the only client that has so far kept its production forecast for its latest series... Our other smartphone clients all face some decline [in unit terms] for 2025." — Unidentified Apple supplier
Read More An Apple 'slashes' production story from Nikkei Asia with a silver lining
"We see the stock as expensive and pricing in lofty expectations though we are lacking a bear case." — Analyst Brandon Nispel
Read More KeyBanc raises Apple estimates, remains 'sector weight'
3 weeks agoFrom Barron's' "Stock Futures Fall, Gold Rebounds After Sharp Selloff" posted early Wednesday.
“Given Apple’s strong ecosystem and its famous intuitive design language, we think it is well positioned to seamlessly integrate more powerful and personalized AI features across its devices." — Analyst Aaron Rakers
"Into F2026, we expect continued strength in iPhone demand, supported by both U.S. carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable." — Analyst Michael Ng
"We believe that the Street is still underestimating the iPhone 17 cycle that we are seeing front and center with our estimates of 315 million of 1.5 billion iPhones globally not upgrading their iPhones in the last 4 years."
Read More Daniel Ives is sticking with his $310 Apple target
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