Apple's Smart Glasses Expected to Launch by 2027
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AAPL?
Source: Fool
- Smart Glasses Development: Apple is developing smart glasses expected to launch by 2027, which, despite lacking augmented reality display capabilities in the first iteration, will feature dual cameras and a custom processor aimed at providing a seamless voice assistant experience when paired with an iPhone.
- Siri Upgrade Plans: Apple plans to introduce a new version of Siri based on Google's Gemini later this year, aimed at enhancing its functionality within apps and contextual awareness, which could lay the groundwork for the smart glasses' success and improve user experience.
- Market Potential Analysis: Apple's success in the wearables sector provides a favorable backdrop for the smart glasses launch, with the company generating $35.6 billion in revenue from wearables, home, and accessories last year, and an estimated $14 billion to $18 billion from the Apple Watch alone.
- Competitive Strategy: By positioning the smart glasses as an accessory, Apple follows the successful model of the Apple Watch, which, despite entering the market later, combined hardware and software advantages to potentially dominate the smart glasses market.
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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: 263.400
Low
239.00
Averages
306.89
High
350.00
Current: 263.400
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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- Market Resilience: Apple is viewed as the highest-quality stock within BofA's coverage due to its relative stability amid AI-related volatility, indicating that its business model relies more on consumer hardware and services rather than direct exposure to AI infrastructure spending.
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Apple's Smart Glasses Expected to Launch by 2027
- Smart Glasses Development: Apple is developing smart glasses expected to launch by 2027, which, despite lacking augmented reality display capabilities in the first iteration, will feature dual cameras and a custom processor aimed at providing a seamless voice assistant experience when paired with an iPhone.
- Siri Upgrade Plans: Apple plans to introduce a new version of Siri based on Google's Gemini later this year, aimed at enhancing its functionality within apps and contextual awareness, which could lay the groundwork for the smart glasses' success and improve user experience.
- Market Potential Analysis: Apple's success in the wearables sector provides a favorable backdrop for the smart glasses launch, with the company generating $35.6 billion in revenue from wearables, home, and accessories last year, and an estimated $14 billion to $18 billion from the Apple Watch alone.
- Competitive Strategy: By positioning the smart glasses as an accessory, Apple follows the successful model of the Apple Watch, which, despite entering the market later, combined hardware and software advantages to potentially dominate the smart glasses market.
See More
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- Siri Upgrade Plans: Apple plans to leverage Google's Gemini AI model to enhance Siri, with the new version expected to have improved in-app capabilities and contextual awareness, which will support the practicality of the smart glasses and could be key to their success.
- Market Competition Analysis: Although Meta has already launched its third-generation smart glasses, Apple still has the opportunity to quickly capture the smart glasses market through its successful experience in wearables and strong brand influence, especially with its strategy of positioning the smart glasses as accessories.
- Financial Performance Support: Apple generated $35.6 billion in revenue from its wearables, home, and accessories segment last year, with the Apple Watch contributing an estimated $14 billion to $18 billion, demonstrating its strong competitive position in the market, and the upcoming smart glasses could further enhance this business segment's performance.
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- Revenue Growth Potential: Analysts project Nvidia's revenue to surge over 72% year-over-year to approximately $370 billion in the current fiscal year, driven by sustained investments in AI and surging market demand, indicating further enhancement in profitability in the future.
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- AI Capability Enhancement: According to Bank of America Securities, Apple has made significant strides in on-device AI capabilities, particularly supported by its proprietary silicon, which is expected to further enhance its competitive position in the market.
- Market Resilience: Apple is viewed as the highest-quality stock within BofA's coverage due to its relative stability amid AI-related volatility, indicating that its business model relies more on consumer hardware and services rather than direct exposure to AI infrastructure spending.
- M5 Chip Performance: Apple's M5 chip series demonstrates a crucial step towards a complete in-house AI compute stack, with peak performance four times that of the M4 and a 30% increase in unified memory bandwidth, which will enhance the overall performance of its products.
- Earnings Expectations: Apple is set to release its fiscal Q2 2026 financial results on April 30, with consensus estimates predicting earnings per share of $1.94 and revenue of $109.26 billion, marking a significant increase from $1.65 and $95.36 billion in the same quarter of fiscal 2025.
See More
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- Smart Glasses Development: Apple is developing smart glasses expected to launch by 2027, which, despite lacking augmented reality display capabilities in the first iteration, will feature dual cameras and a custom processor aimed at providing a seamless voice assistant experience when paired with an iPhone.
- Siri Upgrade Plans: Apple plans to introduce a new version of Siri based on Google's Gemini later this year, aimed at enhancing its functionality within apps and contextual awareness, which could lay the groundwork for the smart glasses' success and improve user experience.
- Market Potential Analysis: Apple's success in the wearables sector provides a favorable backdrop for the smart glasses launch, with the company generating $35.6 billion in revenue from wearables, home, and accessories last year, and an estimated $14 billion to $18 billion from the Apple Watch alone.
- Competitive Strategy: By positioning the smart glasses as an accessory, Apple follows the successful model of the Apple Watch, which, despite entering the market later, combined hardware and software advantages to potentially dominate the smart glasses market.
See More
Apple's Smart Glasses Could Launch Next Year
- Smart Glasses Development: Apple is developing smart glasses expected to launch as soon as next year, although the initial model may lack a display, it will feature dual cameras and a custom processor aimed at providing a seamless user experience when paired with an iPhone.
- Siri Upgrade Plans: Apple plans to leverage Google's Gemini AI model to enhance Siri, with the new version expected to have improved in-app capabilities and contextual awareness, which will support the practicality of the smart glasses and could be key to their success.
- Market Competition Analysis: Although Meta has already launched its third-generation smart glasses, Apple still has the opportunity to quickly capture the smart glasses market through its successful experience in wearables and strong brand influence, especially with its strategy of positioning the smart glasses as accessories.
- Financial Performance Support: Apple generated $35.6 billion in revenue from its wearables, home, and accessories segment last year, with the Apple Watch contributing an estimated $14 billion to $18 billion, demonstrating its strong competitive position in the market, and the upcoming smart glasses could further enhance this business segment's performance.
See More
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- Stock Recommendations: Bank of America has recommended stocks like Apple ahead of their earnings reports, particularly highlighting Apple's strong iPhone upgrade cycle expected to drive growth in services revenue.
- Strong Performance by Quanta Services: The infrastructure services company Quanta Services is firing on all cylinders ahead of its earnings report, with analysts praising its full solutions capabilities, which are expected to enhance market share and margins.
- Kodiak Gas Acquisition Advantage: Kodiak Gas Services' recent acquisition of Distributed Power Solutions positions it favorably in the natural gas and AI data center buildout sectors, with analysts raising the price target from $45 to $70 per share due to strong tailwinds.
- Tripadvisor Investment Potential: Tripadvisor was upgraded to buy due to increased involvement from Starboard Value, with analysts noting that its diversified portfolio and growth from Viator and TheFork will drive future margin expansion.
See More
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- Market Milestone: Nvidia has become the first company to surpass a $4 trillion market value, overtaking Microsoft and Apple, which underscores its leadership in the AI chip market and further solidifies its competitive advantage in the tech industry.
- Revenue Growth Potential: Analysts project Nvidia's revenue to surge over 72% year-over-year to approximately $370 billion in the current fiscal year, indicating that sustained demand in the AI sector will drive future growth.
- Valuation Model Analysis: UBS analyst highlights that Nvidia's HOLT valuation model suggests its stock price should be 400% higher, potentially reaching a staggering $22 trillion market value, although this target is highly ambitious, it reflects strong investment returns.
- Improving Market Environment: As optimism returns to the tech sector, Nvidia's stock price is expected to continue climbing, despite lingering doubts about AI profitability, its unique position in the industry will support its future development.
See More
Nvidia Surpasses $4 Trillion Market Value
- Market Leadership: Nvidia surpassed a market value of $4 trillion last year, becoming the first company to reach this milestone, outpacing Microsoft and Apple, which solidifies its dominant position in the AI chip market and showcases its strong competitive edge in technology.
- Revenue Growth Potential: Analysts project Nvidia's revenue to surge over 72% year-over-year to approximately $370 billion in the current fiscal year, driven by sustained investments in AI and surging market demand, indicating further enhancement in profitability in the future.
- Valuation Model Analysis: UBS analyst John Talbott's HOLT valuation model suggests Nvidia's stock price should be 400% higher, potentially bringing its market value to a staggering $22 trillion; while this prediction is highly ambitious, it reflects Nvidia's advantages in investment returns and market competition.
- Market Environment Impact: Despite facing uncertainties in the broader market, Nvidia continues to perform strongly, with its stock trading at only 23 times forward earnings estimates, indicating significant growth potential in the AI boom, which has captured investors' attention.
See More
