
Morgan Stanley Lowers Apple Price Target Amid AI Delays & Tariff Concerns (Mar 12, 2025)
created At: 3/15/2025

Neutral
This analysis was written from a neutral perspective. We advise you to always make careful and well-informed investment decisions.
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Fact
Morgan Stanley cuts Apple price target from $275 to $252.
AI-upgraded Siri launch delayed, raising concerns about iPhone sales.
iPhone shipment estimates for 2025-2026 lowered by 1-5%, with 2025 shipments expected at 230 million units.
Tariff burdens also contributed to price target adjustment.
Opinion
The delayed AI-enhanced Siri rollout and lack of immediate innovation in iPhones are clear negative factors for Apple's stock. As AI adoption accelerates across the industry, Apple risks falling behind competitors in consumer appeal and innovation leadership.
Core Sell Point
AI feature delays and tariff pressures are acting as key headwinds for Apple's stock performance.
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