Lanceljx
05-02

$Apple(AAPL)$  Apple Inc. (AAPL) recently reported stronger-than-expected earnings for its fiscal second quarter of 2025, with revenue reaching $95.36 billion and net income at $24.78 billion. Despite this performance, the company's stock experienced a decline of over 4% in after-hours trading, primarily due to concerns over an anticipated $900 million increase in costs for the upcoming quarter, attributed to tariffs imposed by the Trump administration.  


In response to these tariffs, Apple has been diversifying its supply chain, shifting iPhone production for the U.S. market to India and manufacturing other products like iPads and Macs in Vietnam. However, the company remains vulnerable to trade tensions, especially given its historical reliance on China for manufacturing.  


Analysts have mixed views on Apple's stock valuation. Morningstar considers the stock fairly valued at around $200 per share, while Citi analysts have indicated that the stock is nearing their bear-case scenario. As of the latest data, Apple's stock is trading at approximately $213.32. 


Given the current uncertainties surrounding tariffs and supply chain adjustments, potential investors should exercise caution. While Apple's strong financial performance and strategic initiatives demonstrate resilience, the unpredictable nature of trade policies could impact future profitability. Investors are advised to monitor developments closely and consider their risk tolerance when evaluating investment decisions related to Apple. 


Apple is Too Late in AI? Will it Get Worse With -20% YTD?
Apple has delayed the reboot of its Siri voice assistant and has yet to strike deals with potential AI partners, including Google, Baidu, and Alibaba. This falls far short of the market's earlier expectations for a "dramatic breakthrough" from Apple in the AI space Would you consider buying Apple around the $200 mark? With Google recently catching up and Tesla set to unveil its Robotaxi this week, is Apple now dead last in the AI race among the Magnificent Seven? Has the drop below $200 gone far enough — or is there more pain ahead?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment