The Zacks Analyst Blog Highlights Apple, Advanced Micro Devices, Applied Materials, Canterbury Park and Where Food Comes From
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2025
0mins
Should l Buy AAPL?
Source: NASDAQ.COM
Stock Analysis Overview: Zacks.com highlights recent stock performances and research reports on major companies including Apple, AMD, Applied Materials, Canterbury Park, and Where Food Comes From, emphasizing their market challenges and growth opportunities.
Market Insights: The article discusses the current economic landscape affecting stocks, with a focus on Apple's declining iPhone sales, AMD's robust data center revenues, and Applied Materials' semiconductor industry strength, while also noting regulatory challenges and competition.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 255.920
Low
239.00
Averages
306.89
High
350.00
Current: 255.920
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- iPhone in Space: NASA has cleared the iPhone 17 Pro Max for use by astronauts on the Artemis II mission, showcasing the device's reliability and practicality in extreme environments, which enhances Apple's brand image significantly.
- Strong Market Response: Since its launch last September, the iPhone 17 series has seen a 23% revenue increase in the December quarter, reaching $85.3 billion, indicating strong consumer demand for the new model and bolstering Apple's competitive position in the smartphone market.
- Supply Chain Challenges: Despite robust iPhone sales, analysts warn that shortages of memory chips could lead to rising smartphone prices, potentially impacting demand; IDC predicts smartphone shipments will decline nearly 13% year-over-year to 1.1 billion units in 2026, marking the lowest volume in over a decade.
- Earnings Outlook: Apple's upcoming second-quarter report on April 30 is expected to show a 14.4% revenue increase to $109.1 billion, with adjusted profit rising 19% to $1.96 per share, although the stock is down 5.8% year-to-date, it has performed better than most peers.
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- Market Competition: Amazon's LEO satellite business has deployed 180 satellites and plans to launch over 3,200, and while it still lags behind SpaceX's Starlink, acquiring Globalstar could enhance its competitive position in this emerging market.
- Investment Pressure: Amazon plans to invest up to $200 billion in cloud and AI infrastructure this year, and while acquiring Globalstar could provide new revenue streams for its core business, investors may be skeptical about this unprofitable company, especially given Amazon's 8% stock decline year-to-date.
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- Market Competition Context: Amazon's LEO satellite business has deployed 180 satellites and aims to launch over 3,200 to compete with SpaceX's Starlink, although acquiring Globalstar won't significantly narrow the gap with SpaceX.
- Investment and Risks: Amazon plans to invest up to $200 billion in cloud and AI infrastructure this year, yet its stock has declined 8% year-to-date, primarily due to attacks on its data centers in the Middle East and rising oil prices.
- Strategic Significance: Acquiring Globalstar could provide a new revenue stream for Amazon's LEO satellite business and support its AWS cloud platform's expansion into edge networks and IoT devices, although investor enthusiasm for this unprofitable company remains low.
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- Stock Price Surge: Globalstar's stock price surged significantly following news of Amazon's interest in a partnership to enhance its satellite broadband service, which could impact Apple's competitive position in satellite services, particularly against SpaceX.
- Emergency SOS Dependency: The Emergency SOS feature on newer iPhone and Apple Watch models relies on Globalstar's satellite network, allowing users to call emergency services without a cell signal, highlighting its critical role in Apple's ecosystem.
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- Apple's Critical Role: With Apple holding approximately 20% of Globalstar's shares, any acquisition would necessitate negotiations with Apple, whose involvement may complicate the transaction process and timeline.
- Service Integration Potential: Analysts suggest that Amazon could offer its satellite service as an add-on for Prime members, leveraging its vast customer base to compete with Starlink, thereby enhancing its market position.
- Infrastructure Sharing Challenges: Given that Apple controls about 85% of Globalstar's satellite capacity, any acquisition would require an agreement on infrastructure sharing, which could create a complex dynamic between these two major competitors.
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- iPhone in Space: NASA has cleared the iPhone 17 Pro Max for use by astronauts on the Artemis II mission, showcasing the device's reliability and practicality in extreme environments, which enhances Apple's brand image significantly.
- Strong Market Response: Since its launch last September, the iPhone 17 series has seen a 23% revenue increase in the December quarter, reaching $85.3 billion, indicating strong consumer demand for the new model and bolstering Apple's competitive position in the smartphone market.
- Supply Chain Challenges: Despite robust iPhone sales, analysts warn that shortages of memory chips could lead to rising smartphone prices, potentially impacting demand; IDC predicts smartphone shipments will decline nearly 13% year-over-year to 1.1 billion units in 2026, marking the lowest volume in over a decade.
- Earnings Outlook: Apple's upcoming second-quarter report on April 30 is expected to show a 14.4% revenue increase to $109.1 billion, with adjusted profit rising 19% to $1.96 per share, although the stock is down 5.8% year-to-date, it has performed better than most peers.
See More
Amazon Considers $8.8 Billion Acquisition of Globalstar
- Acquisition Talks: Amazon is in discussions to acquire Globalstar for $8.8 billion, which would further expand its presence in the low-earth orbit satellite market, although Globalstar only generated $273 million in revenue in 2025, indicating its lack of profitability.
- Market Competition: Amazon's LEO satellite business has deployed 180 satellites and plans to launch over 3,200, and while it still lags behind SpaceX's Starlink, acquiring Globalstar could enhance its competitive position in this emerging market.
- Investment Pressure: Amazon plans to invest up to $200 billion in cloud and AI infrastructure this year, and while acquiring Globalstar could provide new revenue streams for its core business, investors may be skeptical about this unprofitable company, especially given Amazon's 8% stock decline year-to-date.
- Stock Price Impact: Although the acquisition may make strategic sense, the high valuation of Globalstar at 32 times its trailing sales is likely to negatively impact Amazon's stock rather than drive it higher.
See More
Amazon Considers Acquisition of Globalstar Satellite Maker
- Acquisition Impact: Amazon is reportedly considering an $8.8 billion acquisition of satellite maker Globalstar, which could pressure Amazon's stock due to a valuation of 32 times its trailing sales, especially since Globalstar generated only $273 million in revenue in 2025.
- Market Competition Context: Amazon's LEO satellite business has deployed 180 satellites and aims to launch over 3,200 to compete with SpaceX's Starlink, although acquiring Globalstar won't significantly narrow the gap with SpaceX.
- Investment and Risks: Amazon plans to invest up to $200 billion in cloud and AI infrastructure this year, yet its stock has declined 8% year-to-date, primarily due to attacks on its data centers in the Middle East and rising oil prices.
- Strategic Significance: Acquiring Globalstar could provide a new revenue stream for Amazon's LEO satellite business and support its AWS cloud platform's expansion into edge networks and IoT devices, although investor enthusiasm for this unprofitable company remains low.
See More
Amazon's Potential Acquisition of Globalstar Could Impact Apple's Strategy
- Acquisition Impact: If Amazon proceeds with acquiring satellite provider Globalstar, it could strategically affect Apple's emergency communication features, as Apple owns about 20% of the company with an investment of $400 million and $1.1 billion in infrastructure support.
- Stock Price Surge: Globalstar's stock price surged significantly following news of Amazon's interest in a partnership to enhance its satellite broadband service, which could impact Apple's competitive position in satellite services, particularly against SpaceX.
- Emergency SOS Dependency: The Emergency SOS feature on newer iPhone and Apple Watch models relies on Globalstar's satellite network, allowing users to call emergency services without a cell signal, highlighting its critical role in Apple's ecosystem.
- Future Collaboration Outlook: Analysts suggest that any acquisition would necessitate discussions about satellite capacity, given Apple's heavy reliance on Globalstar's infrastructure, potentially altering the dynamics of Amazon and Apple's collaboration and competition, with investors closely monitoring the deal's implications for Apple's strategy.
See More
Amazon's Acquisition Talks with Globalstar Propel Stock Surge
- Acquisition Negotiations: Amazon's talks to acquire Globalstar have led to a surge in its stock price, indicating Amazon's intent to expand in the internet satellite service sector, potentially posing competition to SpaceX.
- Apple's Critical Role: With Apple holding approximately 20% of Globalstar's shares, any acquisition would necessitate negotiations with Apple, whose involvement may complicate the transaction process and timeline.
- Service Integration Potential: Analysts suggest that Amazon could offer its satellite service as an add-on for Prime members, leveraging its vast customer base to compete with Starlink, thereby enhancing its market position.
- Infrastructure Sharing Challenges: Given that Apple controls about 85% of Globalstar's satellite capacity, any acquisition would require an agreement on infrastructure sharing, which could create a complex dynamic between these two major competitors.
See More
Top 10 Stocks to Buy According to Billionaire Ken Griffin
- Investment Value: Taiwan Semiconductor Manufacturing Company (TSMC) ranks #10 in Ken Griffin's recommendations, with a stake valued at $909 million, highlighting its appeal among investors.
- Market Share: TSMC holds approximately 62% of the global foundry market and over 90% in advanced nodes (7nm and below), positioning it as a key beneficiary amid soaring AI chip demand.
- Capital Expenditure Plans: The company forecasts capital expenditures of $56 billion by 2026 and plans to invest $165 billion in the U.S. over the next few years, indicating strong growth potential and market confidence.
- Valuation Analysis: TSMC's stock trades at a forward P/E of 20x, slightly above its 5-year average of 19x, yet its robust moat and high-capacity production make it an attractive long-term investment.
See More
