Source link : https://tech365.info/new-iphones-see-stronger-than-anticipated-demand-with-one-exception/
Practically two weeks after the iPhone 17 collection launched, analysts at funding banking agency Morgan Stanley stated demand for the gadgets has been “modestly stronger than we originally expected,” primarily based on a mix of prolonged transport estimates on Apple’s on-line retailer and data it gathered from Apple’s provide chain.
There was sturdy early demand for the iPhone 17, iPhone 17 Professional, and iPhone 17 Professional Max, in line with the analysts. Nonetheless, they stated the ultra-thin iPhone Air has confronted “relative weakness” in demand thus far.
“Our supply chain checks suggest an iPhone 17 build increase is likely imminent,” wrote Morgan Stanley analyst Erik Woodring, in a analysis notice right this moment. Within the second half of 2025, Apple’s provide chain may enhance its manufacturing of the brand new iPhones to greater than 90 million items, up from 84 million to 86 million items at the moment, the notice stated.
Morgan Stanley has raised its worth goal for Apple shares to $298. Nonetheless, analysts imagine the corporate’s inventory worth already displays sturdy demand for the iPhone 17 collection, and they might must see much more upside “to argue for more sustained near-term stock outperformance.” Apple’s shares are buying and selling for round $256 on the time of writing.
The analysts are bullish about iPhone shipments in 2026 and 2027, as Apple is extensively anticipated to launch its first foldable iPhone…
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Author : tech365
Publish date : 2025-10-05 10:29:00
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