Apple Inc. delivered record June quarter results, but margin erosion and a cautious outlook prompted a downgrade from Strong Buy to Hold. AAPL's gross margin, excluding tariff refunds, is declining sharply—projected to fall nearly 3 percentage points in six months as memory costs surge. Supply constraints and rising component prices are set to pressure AAPL's September quarter results, with revenue growth guided below Street expectations.
Apple (NASDAQ: AAPL) could face a correction to $245 by late December 2026 if a historically reliable technical pattern plays out.
Investors love S&P 500 dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.
Jefferies just handed investors a gift. On August 10, 2026, the firm downgraded Apple (NASDAQ:AAPL | AAPL Price Prediction) from Hold to Underperform with a price target of $263.66, citing rising memory costs and the reported cancellation of the all-glass iPhone.
Apple's planned glass-centric iPhone remains on track for 2027, Bloomberg reports, despite a Jefferies analyst saying supply-chain checks suggested the device had been canceled. Bloomberg Intelligence's Anurag Rana explains how new designs could help lift average selling prices for iPhone amid rising memory costs.
The mantra carrying the markets higher for years has been to leave it to mega-cap tech titans and AI leaders to drive the bulk of market gains, leaving cap-weighted indexes historically top-heavy. But a new narrative has begun to take over.
Apple (NASDAQ:AAPL | AAPL Price Prediction) has already pushed iPhone prices higher by as much as $300 in response to what CEO Tim Cook described as a “100-year flood” in memory prices.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Apple (NASDAQ:AAPL) just delivered earnings that frame the two dominant bets in tech today.
Apple (NASDAQ:AAPL | AAPL Price Prediction) at $308.26 trades at a level some long-term holders view as attractive after the slide below $310.
Apple is reportedly testing CXMT memory chips for iPhones and MacBooks sold in China but needs White House approval under U.S. restrictions.
Many investors know the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for its options strategy. However, its underlying performance relies heavily on an engine that gets far less spotlight.
Apple could be changing its iPhone lineup plans, according to Wall Street analysts, which could push back future price increases.