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AAPL
Benzinga
76 days

Tariffs, AI And Trade War: Apple's Smartphone Growth To Take A Hit, Experts Say

1. Counterpoint Research cuts 2025 smartphone growth forecast to 1.9%. 2. Apple's shipments forecast to decline 1.9% due to competition and tariffs. 3. Analysts give Apple a 1-year price target with 17.47% upside potential. 4. AI strategy needs improvement for long-term growth in smartphone segment. 5. Apple stock currently down 0.5% to $202.26 premarket.

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FAQ

Why Bearish?

The forecasted decline in shipments amid increased tariffs indicates reduced demand, similar to past downturns like 2018.

How important is it?

The changes in smartphone shipment forecasts and competitive landscape directly influence AAPL's market positioning.

Why Long Term?

If market dynamics and tariffs persist, Apple's position may weaken long-term, as seen with competitors.

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