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Pay $4 Billion more to manufacture in India instead of China. Sounds like a good idea ?

Apple’s $900 Million Tariff Hit Could Be Just the Start

Apple stock dropped on Friday after the company put a number on its financial hit from President Donald Trump’s tariffs. While a plan to build more iPhones in India should help it escape the worst of

Apple’s $900 Million Tariff Hit Could Be Just the Start

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Black Rorrina
·05-03
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Sounds like a good idea ?","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/431201970778392","repostId":2532817915,"repostType":2,"repost":{"id":"2532817915","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1746232200,"share":"https://ttm.financial/m/news/2532817915?lang=en_US&edition=fundamental","pubTime":"2025-05-03 08:30","market":"us","language":"en","title":"Apple’s $900 Million Tariff Hit Could Be Just the Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2532817915","media":"Dow Jones","summary":"Apple stock dropped on Friday after the company put a number on its financial hit from President Donald Trump’s tariffs. While a plan to build more iPhones in India should help it escape the worst of ","content":"<html><head></head><body><p style=\"text-align: start;\">Apple stock dropped on Friday after the company put a number on its financial hit from President Donald Trump’s tariffs. While a plan to build more iPhones in India should help it escape the worst of the levies, Wall Street is still nervous about what comes next. </p><p style=\"text-align: start;\">CEO Tim Cook told analysts that shipping devices sold in the U.S. from India and Vietnam, rather than China, would add about $900 million to the company’s costs for the June quarter in the company’s earnings call on Thursday. </p><p>Apple shares closed lower 3.7% at $205.35.</p><p>That might seem like something of an overreaction for the added costs. But there is no guarantee yet that India and Vietnam won’t also face tariffs, despite positive noises about an Indian trade deal from the Trump administration.</p><p>The cost of the changes to Apple’s supply chains could be at least double the currently forecast amount —meaning $1.8 billion per quarter— for several quarters beyond June, according to Melius Research analyst Ben Reitzes.</p><p>However, Reitzes said Apple should be able to deliver on its plan to ship all U.S.-bound iPhones from India, which it has been reported to be aiming to do by the end of 2026. The analyst has a Buy rating and $240 target price on Apple stock.</p><p>It also isn‘t clear how Beijing will react to Apple’s decision, although products shipped to countries besides the U.S. will continue be made primarily in China, Cook said.</p><p>CFRA analyst Angelo Zino suggested Apple might be bracing for a further hit from tariffs, noting the company’s announced $100 billion stock buyback plan was lower than the $110 billion it announced a year ago. </p><p>“We found [the stock buyback] a bit of a head-scratcher, as Apple historically either holds its buyback or increases its authorization versus the prior year (possibly reflects tariff concerns),” Zino wrote in a research note. </p><p>Zino had a Buy rating and $235 target price on Apple stock coming into the report. </p><p>Apple said its forecasts don’t assume an economic slowdown, which means there is considerable uncertainty around its outlook. There are also wider concerns about Apple’s business and a lack of innovation in artificial-intelligence features for the iPhone. An AI update to the virtual assistant Siri is still nowhere in sight.</p><p>While iPhone revenue for the first quarter of $46.8 billion grew 1.9% from the prior year and was ahead of expectations, that could be a result of the introduction of the lower-priced 16e version of its latest smartphone model. Analysts have previously cited concerns that the cheaper model could eat into demand for premium devices. </p><p>“We think Apple’s tariff mitigation efforts are likely better than most expect, but at the end of the day, we believe Apple is likely a little-to-no-growth business, where expectations continue to call for an acceleration in growth into 2026,” wrote KeyBanc analyst Brandon Nispel in a research note. </p><p>Nispel kept a Sector Weight rating on Apple stock, with no price target.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s $900 Million Tariff Hit Could Be Just the Start</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s $900 Million Tariff Hit Could Be Just the Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-03 08:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Apple stock dropped on Friday after the company put a number on its financial hit from President Donald Trump’s tariffs. While a plan to build more iPhones in India should help it escape the worst of the levies, Wall Street is still nervous about what comes next. </p><p style=\"text-align: start;\">CEO Tim Cook told analysts that shipping devices sold in the U.S. from India and Vietnam, rather than China, would add about $900 million to the company’s costs for the June quarter in the company’s earnings call on Thursday. </p><p>Apple shares closed lower 3.7% at $205.35.</p><p>That might seem like something of an overreaction for the added costs. But there is no guarantee yet that India and Vietnam won’t also face tariffs, despite positive noises about an Indian trade deal from the Trump administration.</p><p>The cost of the changes to Apple’s supply chains could be at least double the currently forecast amount —meaning $1.8 billion per quarter— for several quarters beyond June, according to Melius Research analyst Ben Reitzes.</p><p>However, Reitzes said Apple should be able to deliver on its plan to ship all U.S.-bound iPhones from India, which it has been reported to be aiming to do by the end of 2026. The analyst has a Buy rating and $240 target price on Apple stock.</p><p>It also isn‘t clear how Beijing will react to Apple’s decision, although products shipped to countries besides the U.S. will continue be made primarily in China, Cook said.</p><p>CFRA analyst Angelo Zino suggested Apple might be bracing for a further hit from tariffs, noting the company’s announced $100 billion stock buyback plan was lower than the $110 billion it announced a year ago. </p><p>“We found [the stock buyback] a bit of a head-scratcher, as Apple historically either holds its buyback or increases its authorization versus the prior year (possibly reflects tariff concerns),” Zino wrote in a research note. </p><p>Zino had a Buy rating and $235 target price on Apple stock coming into the report. </p><p>Apple said its forecasts don’t assume an economic slowdown, which means there is considerable uncertainty around its outlook. There are also wider concerns about Apple’s business and a lack of innovation in artificial-intelligence features for the iPhone. An AI update to the virtual assistant Siri is still nowhere in sight.</p><p>While iPhone revenue for the first quarter of $46.8 billion grew 1.9% from the prior year and was ahead of expectations, that could be a result of the introduction of the lower-priced 16e version of its latest smartphone model. Analysts have previously cited concerns that the cheaper model could eat into demand for premium devices. </p><p>“We think Apple’s tariff mitigation efforts are likely better than most expect, but at the end of the day, we believe Apple is likely a little-to-no-growth business, where expectations continue to call for an acceleration in growth into 2026,” wrote KeyBanc analyst Brandon Nispel in a research note. </p><p>Nispel kept a Sector Weight rating on Apple stock, with no price target.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","AAPL":"苹果","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","SG9999002232.USD":"Allianz Global High Payout USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2532817915","content_text":"Apple stock dropped on Friday after the company put a number on its financial hit from President Donald Trump’s tariffs. While a plan to build more iPhones in India should help it escape the worst of the levies, Wall Street is still nervous about what comes next. CEO Tim Cook told analysts that shipping devices sold in the U.S. from India and Vietnam, rather than China, would add about $900 million to the company’s costs for the June quarter in the company’s earnings call on Thursday. Apple shares closed lower 3.7% at $205.35.That might seem like something of an overreaction for the added costs. But there is no guarantee yet that India and Vietnam won’t also face tariffs, despite positive noises about an Indian trade deal from the Trump administration.The cost of the changes to Apple’s supply chains could be at least double the currently forecast amount —meaning $1.8 billion per quarter— for several quarters beyond June, according to Melius Research analyst Ben Reitzes.However, Reitzes said Apple should be able to deliver on its plan to ship all U.S.-bound iPhones from India, which it has been reported to be aiming to do by the end of 2026. The analyst has a Buy rating and $240 target price on Apple stock.It also isn‘t clear how Beijing will react to Apple’s decision, although products shipped to countries besides the U.S. will continue be made primarily in China, Cook said.CFRA analyst Angelo Zino suggested Apple might be bracing for a further hit from tariffs, noting the company’s announced $100 billion stock buyback plan was lower than the $110 billion it announced a year ago. “We found [the stock buyback] a bit of a head-scratcher, as Apple historically either holds its buyback or increases its authorization versus the prior year (possibly reflects tariff concerns),” Zino wrote in a research note. Zino had a Buy rating and $235 target price on Apple stock coming into the report. Apple said its forecasts don’t assume an economic slowdown, which means there is considerable uncertainty around its outlook. There are also wider concerns about Apple’s business and a lack of innovation in artificial-intelligence features for the iPhone. An AI update to the virtual assistant Siri is still nowhere in sight.While iPhone revenue for the first quarter of $46.8 billion grew 1.9% from the prior year and was ahead of expectations, that could be a result of the introduction of the lower-priced 16e version of its latest smartphone model. Analysts have previously cited concerns that the cheaper model could eat into demand for premium devices. “We think Apple’s tariff mitigation efforts are likely better than most expect, but at the end of the day, we believe Apple is likely a little-to-no-growth business, where expectations continue to call for an acceleration in growth into 2026,” wrote KeyBanc analyst Brandon Nispel in a research note. Nispel kept a Sector Weight rating on Apple stock, with no price target.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":843,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":71,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":431102814118408,"commentId":"431102814118408","gmtCreate":1746272965860,"gmtModify":1746275261072,"authorId":4208553834275712,"author":{"id":4208553834275712,"idStr":"4208553834275712","authorId":4208553834275712,"name":"Black Rorrina","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":431201970778392,"objectIdStr":"431201970778392","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Hey 👋","text":"Hey 👋","html":"Hey 👋","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}