"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
Loop’s Ananda Baruah estimates Apple could ship 238 million iPhones this year, just short of 2021’s 240 million record, and followed by shipping 250 million units in 2026 and 260 million in 2027.
Read More Loop Capital raises its Apple target $89 (39%) to $315
Premarket: Apple is red
3 weeks ago
3 weeks agoFrom the Wall Street Journal's "Dow Futures Slip Ahead of Blue-Chip Earnings Blitz" posted early Tuesday.
Apple popped
3 weeks ago
3 weeks ago$262.24 is an all-time record close.
The clips that caught my eye. More as they come in.
Read More Watch CNBC's talking heads celebrate Apple's new high (videos)
Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.
Read More Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdown
From GuruFocus' "Apple Stock Reaches All-Time High on Strong iPhone 17 Sales" posted earlier Monday.
Read More Apple races past $264 to hit new all-time intraday highs
FT: Apple upgrade frenzy!
3 weeks ago
3 weeks ago“Clearly it’s a very strong quarter for Apple,” said the IDC’s Francisco Jeronimo. “I don’t remember the last time I saw queues outside the Apple store like I’ve seen this year.”
Apple 3.0: Dear Tim, from David Drinkwater
3 weeks ago
3 weeks agoThe tenth entry in the "If you were a consultant who had Tim Cook's ear" series.
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