KeyBanc reiterates an underweight rating on AAPL shares, citing concerns about iPhone 16's impact on upgrade rates and potential cannibalization by the iPhone SE.
KeyBanc maintains an underweight view on AAPL shares.
Concerns include iPhone 16's ability to drive upgrades and potential sales cannibalization by iPhone SE.
Consensus expectations for AAPL's revenue growth are considered too high.
KeyBanc Reiterates Underweight Rating on AAPL - J.P. Morgan Sees Strength for Services in App Store Revenue - Axios: Apple Selling Its Own Ads in Apple News App For First Time - Report: Apple Offers Indonesia US$100 Investment Over iPhone 16 Ban - Apple Issues Security Updates to Address Active Exploits - Apple Killing iCloud Bookmark Syncing on iOS 10 and macOS 10 - Apple Vision Pro F1 Viewer Lapz Forced Off the Course - Apple TV+ Announces Fleetwood Mac Doc - Apple TV+ Announces Seth Rogen Comedy Series “The Studio” - Sponsored by Turtle Beach - Level up your game and get 10% off @TurtleBeach with code MACOSKEN at turtlebeach.com/MACOSKEN! #turtlebeachpod - Take a deeper look at iOS 18’s “inactivity reboot” on Check No. 400 by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!
