Apple's tariff-fueled iPhone sales surge raises doubts about sustainability
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BofA on Apple (AAPL): 'Global App store rev up +12% y/y in F4Q25 (after 35 days), healthy growth sustains'
August 5, 2025 12:42 PM EDTBofA Securities analyst Wamsi Mohan reiterated a Buy rating and $240.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "As per SensorTower data, App store revenues in F4Q25 (after 35 days) increased to $3.3bn (+12.1% y/y, according to data on developer revs from... More
Goldman Sachs on Apple (AAPL): 'July 2025 App Store Spending accelerates to +13% yoy'
August 4, 2025 12:25 PM EDTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $266.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "BOTTOM LINE: July 2025 Apple App Store spending grew 13% yoy per Sensor Tower, marking an acceleration from +12% yoy growth in June 2025 and the fastest monthly... More

