Why analysts think AI could be key to the greater gain of supplies Apple
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Apple sees the record upgrades of the iPhone with the presentation of Apple Intelligence, said Tim Cook Executive Director during the call to earning a company on Thursday.
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Cook said that Apple Intelligence will be offered in several languages starting at April, and users can expect new features such as “even more capable cheeses” in the future.
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Several analysts have increased their prices for the company’s shares, pointing to updates of AI as a potential growth source.
After Apple (Aapl) Tim Cook CEO said the iPhone manufacturer sees Record the iPhone upgrades With the introduction of Apple Intelligence, several analysts increased their prices for the company’s shares, pointing to updates of AI as a potential growth source.
Morgan Stanley analysts said Apple’s The results of the first quarter Underlined how “Apple Intelligence enhances the iPhone performance” and suggested the “cleaner path of catalyst” for updates expected in the coming months. Analysts raised their target goal at $ 275 with $ 273 and maintained an “overweight” rating. They added to start a lower costs of iPhone se4 He could also help revenues.
Of the 17 analysts covering the supplies that accompanied the visible alpha, 10 issued “buy” or equivalent grades, compared to five “HOLD” ratings and two “sales ratings”. Their goal for the price of consensus is around $ 253, which is approximately 7% premium compared to Apple’s final price on Friday.
Cook said on Thursday at the invitation of the company that Apple Intelligence would present multiple languages in April in April, and users can also expect new features such as “even more capable cheeses” in the future. He added that Apple saw better performance from the iPhone 16 line in the regions where Apple Intelligence is available, compared to markets that were not performed.
This is due to concern about the fall in sales in China, where Apple Intelligence remains unavailable due to regulatory obstacles. Apple’s revenue in the first quarter dropped 11% compared to the year in the region, as Chinese smartphone manufacturers like Vivo and Huawei gained a market share.
Wedbush analysts, who held a price of $ 325, expressed their conviction that Apple can find artificial intelligence Partner in the region facilitating Apple Intelligence Rollout in the County as early as April.
“We believe that Apple Intelligence in China will appear, we will see that growth is recovering significantly in this region to make two -core digits,” they said.
Cook also said that the recent fiscal stimulus would announce in the country “cover the categories we have products”, for which they suggested that JPMORGAN analysts could improve sales. JPMORGAN has increased the price price for Apple Stock to $ 270 with $ 260.