Why Analysts Think AI Could Be Key to More Apple Stock Gains
Key points
- CEO Tim Cook said at a call conference on Thursday that Apple is upgrading by Apple Smart.
- Cook said Apple intelligence will be provided in more languages ​​from April, and users can also look forward to new features in the future, such as “more capable Siri”.
- Several analysts have raised the price goals of the company’s stock, pointing out that AI updates are potential growth sources.
After Apple (Apple (AAPL. Tim Cook, CEO Tim Cook Saying iPhone manufacturers are seeing Record iPhone upgrade With the launch of Apple Intelligence, several analysts have raised the price goals of the company’s stock, pointing out that AI updates are potential growth sources.
Morgan Stanley analysts say Apple’s Results in the first quarter It emphasizes the “Apple Intelligence how to enhance the iPhone performance” and put forward the “clean catalyst path” for the forecast update in the coming months. Analysts raised their price target from $ 273 to $ 275, and maintained a “increase” rating. They added one Low -cost iPhone SE4 It can also help the income.
Among the 17 analysts covering the stocks of Alpha, 10 analysts have issued “buy” or the same rating. In contrast, there are 5 “holding” rating and two “selling” rating. Their consensus target is about $ 253, which is about 7 % than Apple’s closing price on Friday.
Cook said at the company’s revenue on Thursday that Apple intelligence will launch more languages ​​in April, and users can also look forward to new features in the future, such as “more capable Siri”. He added that compared with the unprepared market, Apple saw better performance in the iPhone 16 lineup in the available Apple Smart.
This is because of concerns about China’s decline in sales. Due to regulatory obstacles, Apple intelligence is still unavailable. Apple’s first quarter revenue decreased 11 % year -on -year, because Chinese smartphone manufacturers such as vivo and Huawei Get market shareEssence
Wedbush analyst who maintains a price target of $ 325 said that Apple can find a AI Partners in the region can promote Apple intelligence promotion in the county in April.
They said: “We believe that as Apple intelligence launched in China, we will see the growth of the region significantly rebounded, which can be double -digit.”
Cook also said that the recent financial stimulus announced in the country will “cover the products we have”, and JP Morgan Chase analysts believe that this can improve sales. Morgan Chase has increased the price target of Apple’s stock price from $ 260 to $ 270.
Apple’s stock price fell 0.7 % to $ 236. The earlier earnings earlier. In the past 12 months, they have increased by about 27 %.