Apple (AAPL) PT Raised to $305 at Tigress Financial Partners
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Early iPhone 17 demand is likely up YoY: Morgan Stanley
September 17, 2025 8:13 AM EDTInvesting.com -- Morgan Stanley analysts told investors in a note Wednesday that early signs point to stronger demand for Apples iPhone 17 compared with last years iPhone 16 launch, supported by both longer lead times and improved supply.
iPhone 17 lead times are tracking in-line to higher Y/Y, but early iPhone supply is better Y/Y, meaning early iPhone 17 demand is likely up Y/Y (vs. flat FY26 shipment ests), Morgan... More
Active options: TSLA AAPL NVDA OPEN ORCL AMZN WOLF BBAI
September 17, 2025 4:50 AM EDTActive options: TSLA AAPL NVDA OPEN ORCL AMZN WOLF BBAI
... MoreEvercore ISI Reiterates Outperform Rating on Apple (AAPL)
September 16, 2025 1:41 PM EDTEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $260.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "Carrier promotions are in full swing during the first week of iPhone 17 and Air preorders, with the high-end of promotions up incrementally ($100) relative to last year, largely reflecting the shift in memory for the base storage Pro models. The big three carriers (AT&T, T-Mobile, Verizon) are all leading with iPhone 17 Pro on us... More
IT hardware enters the 'Intelligence Revolution', Bernstein says
September 16, 2025 9:17 AM EDTInvesting.com -- Bernstein has initiated coverage on U.S. IT hardware, arguing that the sector is entering what it calls the Intelligence Revolution.
The firm said Apple, Dell, Seagate, and SanDisk are best positioned to benefit, all rated Outperform.
The structural headwinds that IT Hardware has traditionally faced (Moores Law, Cloud, Commoditization) are now abating, Bernstein wrote. We see sustainable increase in... More
Evercore sees boost for Affirm as Apple Pay partnership unlocks in-store GMV
September 16, 2025 8:46 AM EDTInvesting.com --Â Affirm shares could see further upside after the buy-now-pay-later (BNPL) provider expanded its partnership with Apple Pay to include in-store checkout, according to Evercore ISI.
Consistent with its previous communication, Affirm announced an extension of its partnership with Apple Pay allowing users to opt for BNPL checkout options in-store directly through their Apple Pay wallet, Evercore ISI wrote.
Until... More
Goldman Sachs Reiterates Buy Rating on Apple (AAPL)
September 16, 2025 3:45 AM EDTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $266.00 price target on Apple (NASDAQ: AAPL)
The analyst comments: "Against a backdrop of reported higher production volumes, we view extended iPhone 17 series lead times (v. iPhone 16 series) as positive indicators of demand &... More
Bernstein SocGen Group Starts Apple (AAPL) at Outperform
September 15, 2025 4:06 PM EDT(Updated - September 16, 2025 5:04 AM EDT)
Bernstein SocGen Group initiates coverage on Apple (NASDAQ: AAPL) with a Outperform rating and a price target of $290.00.
The analyst comments "As the gateway to the Intelligence Revolution, Apple is well positioned to reap... More
BofA sticks with Apple Buy call as iPhone 17 wait times stretch beyond iPhone 16
September 15, 2025 10:32 AM EDTInvesting.com --Â Bank of America reiterated its Buy rating on Apple in a note Monday, citing stronger-than-expected early demand for the iPhone 17 lineup, with pre-order shipping times outpacing those of last years iPhone 16.Â
The bank maintained its $270 price target on the stock.Â
Our tracking of iPhone ship dates on Apples own website, and various carrier... More

