Major Bank Ratings | Bank of America: Reiterates "Buy" Rating for Apple, Multiple Positive Factors Expected in 2026

格隆汇2026/02/02 06:18

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Glonghui, February 2｜BofA Securities released a research report stating that it believes Apple's iPhone upgrade performance will exceed expectations. Despite facing headwinds from rising commodity prices, the company's gross profit margin continues to climb. In addition, Siri equipped with AI technology is expected to be launched in 2026, and the foldable iPhone is anticipated to debut in September 2026. With the device installation base set to reach a record high, the outlook for the company in 2026 is optimistic. The bank pointed out that, based on Apple's strong capital returns, its leading advantage in the AI field, and opportunities brought by new products or markets, it reiterates its "Buy" rating and maintains a target price of $325. The bank has raised its revenue forecast for Apple's fiscal year ending September 2026 from $463 billion to $475 billion, and increased its earnings per share estimate from $8.26 to $8.51.

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