[gonzo91]

#gielda

Jefferies Downgrades $AAPL to Underperform from Hold, Lowers PT to $205.16 from $205.82

Analyst comments: "Better demand for iPhone 17, partly due to a price cut on the base model, is already reflected in the stock. That has led to excessive expectations on iPhone 18 Fold and the replacement cycle.

We raised our FY2025/2026/2027 iPhone unit growth estimates to 7%/1%/-1% from 5%/-3%/0%. Our muted outlook for FY2026/2027 is driven by: 1) a $100 price hike for iPhone 18 Pro/Pro Max, and 2) a cautious outlook for iPhone 18 Fold (12.5 million units). We estimate the current stock price factors in more than 2x that every year.

We downgrade #apple shares to Underperform."

Nie no, bez takich.

[jacas]

@gonzo91: trzymam do earnings i machającypapież.jpg

[gonzo91]

@jacas: Jak widać aapl ma w dupie ten dałngrejd.