2025-09-23
Apple Inc. (NASDAQ: AAPL) has seen its stock climb sharply, hitting the highest levels of 2025. largely due to strong consumer interest in the newly released iPhone 17.
This surge in share price has prompted analysts to revise their price targets upward, reflecting increased optimism among investors.
As of 23 September 2025. Apple shares closed at $255.83. up around 4.3% from the previous trading session. This rally brings the stock near its 52-week high, demonstrating resilience in the market.
Apple's market capitalisation currently stands at approximately $3.01 trillion, with a price-to-earnings (P/E) ratio of 30.28 and earnings per share (EPS) of $6.59. Despite earlier concerns over tariffs and the company's approach to artificial intelligence, Apple has rebounded strongly, gaining nearly 12% over the past month.
The iPhone 17 has been met with robust consumer demand, particularly in the Chinese market, where longer shipping times indicate strong uptake. Bank of America analysts note that current delivery times for the iPhone 17 are around 18 days, compared with 10 days for the iPhone 16 at the same stage last year.
Wedbush analyst Dan Ives reports that sales of the iPhone 17 are 10–15% ahead of the iPhone 16. prompting a price target adjustment from $270 to $310. Similarly, Deepwater analyst Gene Munster expects the iPhone 17 cycle to surpass forecasts for fiscal year 2026. signalling a significant upgrade wave among consumers.
Wedbush: Raised target to $310. citing strong initial sales and a potential "supercycle."
Bank of America: Maintained a "Buy" rating with a $270 target, emphasising shipping delays as a positive demand indicator.
JPMorgan: Increased target from $255 to $280. noting favourable early reception and future growth potential.
Tigress Financial: Raised target from $300 to $305. highlighting the strength of Apple's ecosystem, AI initiatives, and U.S. supply chain investments.
Analysts highlight that Apple's AI strategy is crucial for its long-term growth. The company's potential collaborations with technology giants, such as Alphabet, could enhance its AI capabilities, with an estimated $75–$100 potential contribution per share in future value.
Chinese Market: Strong demand in China is evident, with extended delivery timelines signalling high interest.
Production: Analysts forecast a 20% increase in production for both base and Pro iPhone 17 models to satisfy consumer demand.
Consensus Rating: A "Moderate Buy," based on 17 Buy, 14 Hold, and 2 Sell recommendations.
Average Price Target: $248.74. suggesting modest potential upside from current levels.
Year-to-Date Performance: Apple shares have increased approximately 3% year-to-date, underperforming peers such as Nvidia and Microsoft, despite recent gains.
The recent rally in Apple stock reflects strong consumer enthusiasm for the iPhone 17 and favourable analyst sentiment. While challenges remain, including AI integration and supply chain management, the company's solid market position and growth prospects continue to make it an attractive option for investors.
Q1: Why is Apple's stock rising?
Strong demand for iPhone 17 and analyst upgrades are driving optimism in Apple's growth.
Q2: What role does AI play?
AI is a key growth driver; partnerships could add $75–$100 per share in future value.
Q3: Is Apple stock a good investment?
Apple's strong market position, product demand, and AI strategy make it attractive, rated "Moderate Buy."
Q4: How is Apple performing globally?
High demand, especially in China, and production increases for iPhone 17 indicate strong global performance.
Disclaimer: This material is for general information purposes only and is not intended as (and should not be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by EBC or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
