Apple is currently looking for analysts with various challenges and, against this background, have reduced their price for the shares of the US tech giant.
• Analysts see challenges for Apple
• Load geopolitical tensions and customs regulations
• Fack in the field of artificial intelligence
At Moffettnathanson you can be careful for the Apple share. The analysis house sees the tech giant headwind due to the customs conflict and believes that the company could fall behind artificial intelligence in the trend topic.
Customs policy burdened
Apple has given the short -term relief from the decision of the US government to take out certain products – including smartphones – from additional China tariffs, but the analysts warn that Apple is far from being “not over the mountain”. Because despite individual exceptions, high import taxes continue to apply to many Apple products. “As the government clarified, Apple imports from China are still occupied with tariffs of 20 %, a level that would have been unimaginable a month ago,” quotes QZ.com from the analysis house report.
Apple is particularly under pressure because China is a central production location for electronic components. The analysts speak of a dilemma: Apple either pays high tariffs or invest large sums to relocate its production processes. “Pay a fortune on tariffs or to pay a fortune for the restructuring of the supply chains, only to end up with much higher costs is a choice where you can only lose,” the report says.
Relocation to India
According to media reports, Apple wants to provide its iPhones for the US market more in the future from India instead of China. The Financial Times reported that the company had set itself the goal of building all over 60 million iPhones that are sold annually in the USA until the end of 2026, for which production there, as it was called to informed people, had to be doubled. Bloomberg only reported that Apple wanted to introduce most of the iPhones to the United States from India. However, according to the sources of the financial service, it is also necessary to double production in the country.
According to Moffettnathanson’s report, however, this is not a sustainable solution. Although iPhones could be installed for the US market in India, many of the components would continue to come from China. This brings additional customs discussions into play – it is unclear which levies would ultimately be due or whether even double tariffs would be incurred.
Further challenges
In addition, according to the analysis house, Apple also has to deal with challenges regardless of the current customs conflict. So the icon of the competitors in terms of artificial intelligence lags behind. In addition, Apple could be under pressure in the ongoing competitive process around Google’s search monopoly. According to Moffettnathanson, Google’s license payments make up a significant part of the operational income and the judge who monitored the case has already classified the payments as illegal, which could be sensitive to Apple.
Moffettnathanson lowers the course target for Apple share
Against this background, the analysts reduced their price for the Apple share from $ 184 to $ 141 and kept their “Sell” rating, reports QZ.com. The analysts therefore believe that the current price of $ 211.21 (as of 29.04.2025) could go down to the current price of around 33 percent.
Overall, a mixed picture is shown under the Wall Street analysts: While 19 analysts recommend the share to buy according to Tipranks, 12 analysts advise to keep the stock. There are three sales recommendations opposite. The average price target is $ 236.93 and thus $ 211.21 $ 211.21.
Editor finance.net
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