Apple Inc. (AAPL)
Loop Capital reiterated its Buy rating on Apple and raised its price target to $325 from $315, reflecting continued strength in the company’s services ecosystem and improving visibility into upcoming product cycles. The firm highlighted that Apple’s expanding installed base, growing subscription revenue, and early traction in generative-AI–related features create a stronger long-term monetization pathway. Analysts also note that hardware replacement cycles appear to be stabilizing, particularly for premium devices, which could support revenue reacceleration in 2026.
Wedbush reiterated its Outperform rating, reflecting that Apple remains one of the most strategically positioned tech companies heading into the next wave of AI-driven device upgrades. Analysts believes Apple is setting the stage for a major “AI supercycle” that could begin in late 2025, supported by advancements in on-device processing, new AI-powered apps, and deeper integration across its product lineup. Apple’s loyal user ecosystem and strong brand equity continue to provide a competitive moat, even as regulatory scrutiny intensifies.
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Interesting to see analysts remaining optimistic about Apple despite the challenges. I hope their “AI supercycle” prediction comes true