Jefferies lifts Apple stock price target to $202.33, keeps underperform

Published 31/01/2025, 11:44
© Reuters

Despite the concerns raised, Lee suggested that Apple stock might show resilience in the near term. He attributed this potential stability to two factors: reduced risks of China tariffs and a lower risk profile compared to the AI hardware supply chain. These elements could provide some support to Apple’s stock price in the face of the uncertainties highlighted by the analyst. InvestingPro’s comprehensive analysis reveals a GOOD overall Financial Health score, with particularly strong profitability metrics. For deeper insights into Apple’s valuation and growth prospects, including 13 additional ProTips and detailed financial metrics, check out the full Pro Research Report available on InvestingPro. InvestingPro’s comprehensive analysis reveals a GOOD overall Financial Health score, with particularly strong profitability metrics. For deeper insights into Apple’s valuation and growth prospects, including 13 additional ProTips and detailed financial metrics, check out the full Pro Research Report available on InvestingPro.

Despite the concerns raised, Lee suggested that Apple stock might show resilience in the near term. He attributed this potential stability to two factors: reduced risks of China tariffs and a lower risk profile compared to the AI hardware supply chain. These elements could provide some support to Apple’s stock price in the face of the uncertainties highlighted by the analyst. InvestingPro’s comprehensive analysis reveals a GOOD overall Financial Health score, with particularly strong profitability metrics. For deeper insights into Apple’s valuation and growth prospects, including 13 additional ProTips and detailed financial metrics, check out the full Pro Research Report available on InvestingPro.

Lee also expressed skepticism regarding the attractiveness of AI services to smartphone users, which remains uncertain. As a result, he believes that the market’s expectations for the iPhone’s upgrade cycle over the next two years may be overly optimistic. Further insights on this perspective were detailed in a previous downgrade/upgrade (D/G) report by Jefferies.

Despite the concerns raised, Lee suggested that Apple stock might show resilience in the near term. He attributed this potential stability to two factors: reduced risks of China tariffs and a lower risk profile compared to the AI hardware supply chain. These elements could provide some support to Apple’s stock price in the face of the uncertainties highlighted by the analyst.

In other recent news, Apple Inc (NASDAQ:AAPL). has been the subject of varying analyst sentiments. Redburn has raised the Apple stock target to $230 while maintaining a Neutral rating, reflecting caution due to the unpredictable environment the company is facing. Meanwhile, Baird has reaffirmed its positive stance, keeping an Outperform rating and a $260 target. Barclays (LON:BARC) has lifted its stock price target to $197 from $183 but continues to maintain an Underweight rating due to potential risks in the Chinese market and other factors. JPMorgan, on the other hand, increased the price target for Apple stock to $270, maintaining an Overweight rating based on the company’s optimistic guidance for the March quarter.

Apple’s recent financial results showed revenues and earnings per share generally aligning with expectations, despite a slight decrease in iPhone sales. The company’s robust services sector compensated for these softer sales. Apple also provided guidance for the second fiscal quarter, projecting consistent revenue growth with the first quarter.

These are recent developments in the financial performance and future outlook of Apple Inc. Analyst firms Baird, Barclays, JPMorgan, BofA Securities, and TD Cowen have all recently adjusted their price targets for Apple, while maintaining various ratings. UBS and Piper Sandler reiterated a Neutral rating, following the slight decline in iPhone revenue.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.