Apple Stock May Rise with Upcoming Intelligence Launch Despite Chip Shortage
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy AAPL?
Source: Benzinga
- Analyst Optimism: Despite the ongoing global memory chip shortage, Bernstein analyst Mark Newman believes that the imminent launch of Apple Intelligence will drive stock price increases, potentially boosting investor confidence.
- Cost Pressure Analysis: Rising memory costs are expected to reduce Apple's margins by 1.5 percentage points by year-end; however, the analyst argues this should not overshadow the potential of upcoming products, which may attract greater market attention.
- Price Increase Expectations: Component costs for the new iPhone are projected to rise by about 15%, leading to a 12% increase in the overall average selling price, further enhancing Apple's revenue potential.
- Price Target Adjustment: Newman raised Apple's price target from $325 to $340, emphasizing that the launch of Apple Intelligence and Siri 2.0 will be the bigger market story, despite the challenges posed by rising memory costs.
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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: 255.630
Low
239.00
Averages
306.89
High
350.00
Current: 255.630
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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