Apple unveiled major software updates with visual redesign and enhanced AI capabilities, seen as positive.

From Morningstar: 2025-06-10 04:38:00

Apple unveiled updates to its major operating systems at WWDC, featuring iOS 26 with a visual redesign and enhanced AI capabilities. Morningstar sees these updates as positive, highlighting Apple’s strong design and customer lock-in. The firm also noted small generative AI features and better developer access to Apple’s AI models. Apple’s stock remains fairly valued at $200, with geopolitical risks factored in.

The software updates will be available in July as a beta release and fully launch in the fall alongside potential new iPhone models. Morningstar expects new form factors to complement the Liquid Glass software update. Despite moderated growth expectations, Apple continues to develop a compelling consumer software ecosystem. Shares are seen as maintaining their value with a long-term positive outlook.



Read more at Morningstar: Apple: Glassy Redesign and More Generative AI…