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Apple may hike iPhone prices by $200, boosting earnings despite rising component costs, says Morgan Stanley.

Analyst Insights
14 Jul 2026
Market Watch
View Source
Bullish
Apple may hike iPhone prices by $200, boosting earnings despite rising component costs, says Morgan Stanley.

Morgan Stanley predicts Apple could increase iPhone 18 prices by $200 compared to the previous model, leveraging strong demand to offset rising component costs. This pricing strategy is expected to raise Apple's third-quarter earnings per share by 2% to 4% and lift full-year fiscal 2027 earnings by about 1%. The move highlights Apple's pricing power amid a global memory shortage, potentially driving revenue growth despite inflationary pressures on electronics.

More News (AAPL)

VGT ETF excludes Google, Meta, Amazon due to sector rules, focusing on semiconductors and software instead.

VGT ETF excludes Google, Meta, Amazon due to sector rules, focusing on semiconductors and software instead.

The Vanguard Information Technology ETF (VGT) excludes major tech-adjacent companies like Alphabet (Google), Meta, and Amazon due to a 2018 sector reclassification that moved these firms out of the Information Technology sector. Instead, VGT focuses ...

Market News
Neutral
10 hours ago
Apple plans a new screen-less fitness tracker to rival Whoop, launching possibly by 2028.

Apple plans a new screen-less fitness tracker to rival Whoop, launching possibly by 2028.

Apple is developing a new screen-less fitness tracker, described as a thin fabric band with sensors, to compete with Whoop. The product is still in the exploratory phase, with prototypes made, and is not expected to launch before 2028. This new devic...

Market News
Neutral
13 hours ago
Apple's new CEO faces pressure to drop Chinese chip deal amid rising memory costs and US political scrutiny

Apple's new CEO faces pressure to drop Chinese chip deal amid rising memory costs and US political scrutiny

Apple's new CEO, John Ternus, is under pressure from Washington to abandon a Chinese memory chip deal that former CEO Tim Cook fought to maintain. This comes as Apple faces rising memory costs, which have significantly impacted iPhone pricing and pro...

Market News
Neutral
13 hours ago
$5,000 invested in Apple could grow to $7,705 in 5 years amid strong AI and services growth but faces risks.

$5,000 invested in Apple could grow to $7,705 in 5 years amid strong AI and services growth but faces risks.

Investing $5,000 in Apple today could yield about $7,705 by 2031, a 54.1% total return or roughly 9.03% annualized, driven by strong iPhone sales, record Services revenue, and AI advancements like Siri. The bullish scenario projects even higher retur...

Analyst Insights
Bullish
18 hours ago
Chinese President Xi Jinping to visit U.S. with top American tech CEOs attending key dinner

Chinese President Xi Jinping to visit U.S. with top American tech CEOs attending key dinner

Chinese President Xi Jinping is set to visit the U.S. from Wednesday to Friday, with several top American tech executives like Microsoft CEO Satya Nadella, Nvidia's Jensen Huang, and Apple's Tim Cook attending a key dinner in Washington, D.C. The Chi...

Market News
Neutral
1 day ago
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