Analysts are reevaluating Apple’s stock target price ahead of earnings. The tech giant receives billions from Google for traffic acquisition costs, but DOJ rulings may change this. JPMorgan predicts a 10% earnings hit for Apple if Google stops payments. Analysts call for Apple to improve AI or replace CEO Tim Cook.

BofA anticipates Apple’s new iPhone launch to boost gross margins despite tariff impacts. Apple may buy search engine Perplexity AI to enhance AI capabilities. Analysts warn Apple may fall behind in tech evolution, urging faster AI development. BofA recommends an overweight rating on Apple shares with a $250 price target.

MacBook Air and iPad Pro launches expected to drive Apple sales growth. Analysts predict Apple will report in-line third-quarter earnings and a slight revenue beat for the fourth quarter. BofA sees iPhone form factor changes as key to higher replacement rates. Analysts at LightShed Partners call for CEO Tim Cook’s resignation due to AI concerns.

Read more at Yahoo Finance: Analysts consider new Apple stock target price ahead of earnings