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Benzinga
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Apple's WWDC: Analyst Sees AI Unveil, Siri Revamp And Alibaba Deal As Catalyst For iPhone Upgrade

1. Wedbush analyst maintains Outperform rating on AAPL, targeting $270 price. 2. WWDC will showcase Apple's AI strategy, facing rollout challenges but promising monetization. 3. Ives predicts key partnerships and updates will drive iPhone upgrade cycles. 4. Estimates indicate over 100 million upgrade opportunities in China. 5. Projected revenue for fiscal 2025 is $404.09 billion with EPS of $6.90.

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FAQ

Why Bullish?

Analyst maintains a positive outlook with a significant price target based on expected growth, reminiscent of past strategies that successfully drove stock performance.

How important is it?

The insights into Apple's AI and revenue projections highlight potential market-moving events, particularly regarding upgrades and partnerships.

Why Long Term?

The AI strategy's success and iPhone upgrade cycles in China could influence AAPL's performance for several years, similar to previous advancements like 5G integration.

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