Apple Set to Launch Foldable iPhone This Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19 hours ago
0mins
Should l Buy AAPL?
Source: NASDAQ.COM
- Significant Revenue Potential: Analysts project that Apple's upcoming foldable iPhone could generate up to $60 billion in revenue within the next 18 months, which would significantly enhance the company's financial performance and strengthen its market position.
- Stock Performance Weakness: Despite having a market cap of approximately $3.7 trillion, Apple's stock has declined by 2% over the past six months, as investors express frustration over the slow rollout of AI features, reflecting concerns about its growth potential.
- Strong Upgrade Incentive: The launch of the foldable iPhone could incentivize existing users to upgrade their devices, especially as the new model is expected to better support future AI capabilities, further driving sales growth and enhancing brand loyalty.
- Long-Term Investment Opportunity: Although Apple's stock trades at about 32 times its trailing earnings, the anticipated launch of the foldable iPhone may present an opportunity for investors to see a rebound in stock price, making it a compelling option for long-term holding.
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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: 253.790
Low
239.00
Averages
306.89
High
350.00
Current: 253.790
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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- Service Business Outlook: With over 2.5 billion active devices and paid accounts reaching an all-time high, Apple's services segment shows significant growth potential, expected to comprise a larger share of total sales in the future, thereby enhancing profits and margins.
- Investment Value Assessment: Although Apple's price-to-earnings ratio stands at 28.8, above the industry average of 20.9, its strong brand, cash flow, and growth opportunities suggest the stock remains attractive, especially after a 14% pullback, making it a buy on the dip.
See More
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- iPhone Revenue Performance: In Q1 ending December 27, 2025, iPhone revenue reached $85.3 billion, accounting for over 59% of Apple's total revenue, underscoring its pivotal role in the company's financial health and solidifying Apple's leadership in the global smartphone market.
- Market Share Growth: According to Counterpoint Research, by the end of 2025, iPhone's global market share increased from 23% to 25%, while capturing 60% of the global smartphone industry's revenue in Q4, reflecting Apple's sustained growth capability in a fiercely competitive landscape.
- Decline of Industry Giants: Following the iPhone's launch, Nokia's market share plummeted from 50.9% to 40.8%, with BlackBerry and Motorola also facing significant challenges, illustrating the disruptive impact of the iPhone on traditional mobile manufacturers.
- Future Outlook: Apple is expected to launch the iPhone 18 series later this year, alongside a low-cost MacBook Neo starting at $499, aiming to compete with affordable notebooks powered by Windows and Chrome OS, indicating Apple's commitment to innovation and product line expansion to meet market demands.
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- Leadership Succession Issue: With CEO Tim Cook turning 65, potential successors like hardware chief John Ternus are being considered, but the next leadership will need to navigate the challenges posed by rapid technological changes, particularly in generative AI.
- China Market Dilemma: Apple's revenue from Greater China reached $64.4 billion in fiscal 2025, despite an 11% decline, the December quarter saw a 38% surge, indicating market potential, yet geopolitical tensions and trade disputes pose ongoing uncertainties.
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See More
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- Voting Rights Regulation: President Trump signed an executive order limiting mail-in voting, which faced immediate backlash from voting rights advocates and could lead to legal challenges ahead of the upcoming midterm elections, potentially impacting voter access.
- OpenAI Funding Milestone: OpenAI announced a record-breaking funding round, raising $122 billion in committed capital, enhancing its IPO potential, despite not yet achieving profitability, indicating strong market interest in its future prospects.
See More
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- AI Strategy Lagging: While Apple dominates the U.S. smartphone market with over $100 billion in annual services revenue, its investment in AI lags behind competitors pouring hundreds of billions into infrastructure, and the slow evolution of Siri may hinder its future market competitiveness.
- China Market Dilemma: Apple's revenue from China reached $64.4 billion in fiscal 2025, down 11% from two years prior, although recent quarterly sales surged 38%, the ongoing U.S.-China trade tensions pose risks of tariffs and supply chain disruptions, leaving long-term growth prospects uncertain.
- Brand Positioning Challenges: Apple faces pressure to maintain its premium brand image as it introduces lower-priced products to attract more users, with analysts warning that failure to manage brand perception could dilute its brand value significantly.
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