Apple stock rating reiterated at Buy by TD Cowen following iPhone 17 launch

Published 10/09/2025, 15:32
Apple stock rating reiterated at Buy by TD Cowen following iPhone 17 launch

Investing.com - TD Cowen has reiterated its Buy rating and $275.00 price target on Apple (NASDAQ:AAPL), currently trading at $228.31, following the company’s iPhone 17 launch event. According to InvestingPro data, the tech giant commands a market capitalization of $3.38 trillion, though current metrics suggest the stock may be trading above its Fair Value.

The new iPhone 17 lineup includes the thin iPhone 17 Air model (5.6mm) featuring Apple’s C-series 5G modem. Unexpected announcements included a new N1 WiFi/BT chip across all iPhone 17 models, triple 48MP cameras, and vapor chamber cooling for Pro models.

TD Cowen noted that iPhone 17 pricing suggests a blended average selling price increase of 3-4% due to higher storage configurations. The A19 Pro chip remains on TSMC’s 3nm process, while AI performance improvements were described as evolutionary.

The firm highlighted that the iPhone 17 Pro features a new chassis design capable of handling higher thermal limits for AI workloads. The Pro models also incorporate vapor chamber cooling technology.

New health features in the Watch Series 11 focused on hypertension monitoring and live AI translation capabilities in the AirPods Pro 3 could drive consumer interest during the upcoming holiday season, according to TD Cowen.

In other recent news, several investment firms have adjusted their price targets for Apple following the company’s latest product launches. Melius Research increased its price target to $290, citing a stronger outlook for Apple’s Services segment and reduced tariff risks. BofA Securities also raised its target to $270, highlighting new functionalities in Apple’s latest iPhone, Watch, and AirPods, which now include features like heart rate sensing and sleep score capabilities. Rosenblatt set a new price target of $241, noting improvements in camera capabilities and battery life in the iPhone 17 series. UBS maintained a $220 price target with a Neutral rating, mentioning the market’s anticipation of the new "Air" model replacing the underperforming "Plus" model. Wedbush kept its target at $270, emphasizing the potential for upgrades among 315 million iPhone users who haven’t updated their devices in over four years. These developments reflect varying levels of optimism among analysts regarding Apple’s future performance and market opportunities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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