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Analysts revisit Apple stock price targets amid AI failures, trade issues

  • Apple stock rises as investors remain optimistic about potential relief from U.S. import tariffs.
  • Apple faces challenges due to missteps in its AI strategy, including delays in AI capabilities for Siri and setbacks in AI-enhancing features.
  • Analysts estimate that Apple's AI delays could remove around 10 million iPhone sales from its 2025 tally, but see improvement in the following fiscal year.
  • Increased China-based hardware production likely results from trade-war issues between Washington and Beijing, with Apple pulling forward production to mitigate tariffs.

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