Apple’s Resilience Amid New Tariff Uncertainty, An…

From Financial Modeling Prep: 2025-02-03 11:41:00

BofA Securities analysts reaffirm Buy rating and $265 price target on Apple (NASDAQ:AAPL), confident in company’s ability to handle potential tariff impact. Previous exemption for iPhone in tariff cycle offers hope for similar outcome this time. Regardless of pricing strategy, minimal earnings impact expected, showcasing Apple’s financial strength.

Potential for more favorable regulatory environment for Apple under Republican administration. DOJ cases involving Apple and Google could see lenient outcomes with political shift. U.S. leadership may push for reduced regulatory oversight from Europe, benefiting Apple’s App Store and business practices.

Analysts bullish on Apple’s long-term prospects, citing stable cash flows, earnings resilience, and AI advancements in edge computing on Apple devices. Company well-positioned to navigate challenges and capitalize on technological advancements.



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