Hard blow for AAPL; the prices of the components are not good

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 A firm closely followed by investors suggests that betting on the Apple firm today is perhaps not the best choice at the moment.



Piper Sandler, who is generally not very optimistic when it comes to guessing the future of the Californian company, has just lowered his valuation of AAPL stock. Apple's title is now described as “ neutral ” by the firm. This could be explained by several factors:

  • on the one hand, the iPhone 15s would have passed their most prolific sales period,
  • on the other hand, the price of certain components is about to be seriously increased by Apple's subcontractors.

Debatable arguments, for several reasons. First of all, it is obvious that the holidays are an opportunity, both for Cupertino and for its competitors, to generate more sales than the rest of the year. But that's not all. Indeed, with regard to pricing, you should know that manufacturers are in the habit of passing on price increases from suppliers to the final amount requested to afford their smartphones. However, this had no impact on Apple's performance during the crisis, far from it. The company had thus retained its leading position and its market shares, where those of the competition had largely collapsed.

Finally, note that while Piper Sandler may be very pessimistic, this is neither the case for Wedbush nor Ming-Chi Kuo or Mark Gurman. Three other sources closely followed by shareholders who have bet on Apple's success on Wall Street, and also regularly relayed in our own columns.

Estimates well below average

For Piper Sandler, AAPL stock could soon be worth $205. That is 15 less than recent predictions from Evercore , where Wedbush is banking on an even higher value. For this firm, an Apple share could thus be worth no less than 250 dollars by the end of 2024. This staggering growth would be due in particular to the breakthrough in services at the Apple firm, these now representing its second vector of income , just after iPhone sales.

The reasons for the discord

To justify itself, Piper Sandler reveals which spare parts could soon see their prices increased by subcontractors. This is, first of all, RAM. Evil tongues will say here that the iPhones are not left out when it comes to running out, but that's another debate.

Finally, it is the internal storage memory that would be affected, again according to our source of the day. On high-end iPhones, base models come with 128 GB of free space (actually, a little less, because iOS takes up a few GB with its pre-installed apps). Count 256 GB with the iPhone 15 Pro and with the iPhone 15 Pro Max, to name only these editions

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