If you are an Apple investor this is a 'pound the table moment', says Wedbush's Dan Ives

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Dan Ives 9.0

If you are an Apple investor this is a 'pound the table moment', says Wedbush's Dan Ives

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You could have a $350 stock, you could have a $400 stock if they get AI right. If you're wrong here or there, I think minimal downside. That's why in my opinion it's one of the top large cap names to own here. Strong holiday iPhone demand, rapid AI-related opportunities, services growth, and potential in Mac product lines support upward Nasdaq100 sentiment over the short term.

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This stock acting like it wants to come off these lows and over time was that as much as 3% now. You know, maybe about one and a half. How big a deal is that projection, that confidence it sounds like we're hearing from Tim Cook about the holiday quarter in the iPhone?

speaker1
speaker2

Everyone's focused on December, and that's very robust in terms of what we're seeing on iPhone demand specifically in China. And then you look at what I believe services, massive double digit growth. Look back to the last six nine months, company back against the wall. Now you have this number. And then look what I believe, everyone's playing for AI. Apple is going to get into the AI party and that, I believe is worth $75 to $100 a share if you're an investor right now. It's a pound-table moment for the stock.
Pat Morehead, Steve Kovak reporting there that Tim Cook says Apple intelligence is on track for them to deliver as they promised next year. You combine that with the holiday season that they're projecting for the iPhone. How does this set Apple up do you think?

speaker1
So, John, it's really going to depend on the installed base that can't run Apple intelligence. As we progress every slip of Apple intelligence, more of these iPhones can support it. A year ago, had we been in the same place, I would have said it would make a super cycle and it just didn't happen. So I don't think the AI bump will be as big as everybody expects primarily based on the reason that there's a much larger installed base with Apple intelligence compliance or enough performance and memory to run this. But hats off on the services, it's over 50% of iPhone. I think that's a great accomplishment.

speaker1
So, then is this in a way a pull forward because Apple is getting these 16-17 sales now versus AI not being the thing to deliver? Is that a bad thing? Is there a way given the growth in services that it turns into a good thing? How should investors frame that?

speaker1
speaker2

Yeah, I think Patrick made some great points as he always does. Look, I think maybe there's a little bit of a pull forward, but it all comes down to like Google once they won that DOJ suit, now it clears the path for what's going to be a massive Google Gemini partnership on AI and that will be ultimately in the next one to two cycles. The fact that iPhone 17 is holding up so strong and a surprise in China in the December quarter, you start to look at numbers. There's a lot more that could go right here than wrong. And I think that's why this continues to be one of the top large cap names to own here. You could have a $350 stock, you could have a $400 stock if they get AI right. If you're wrong here or there, I think minimal downside.
One with some of the other big tech names. Pat Morehead, beyond iPhone, if we're looking at Mac and a possible halo effect from some of this phone buying. It seems that it would help if consumers have multiple modern Apple chips at their disposal. Where else should investors look for potential upside if not driving revenue like iPhone, at least driving EPS upside?

speaker1
speaker2

This isn't an area that investors have looked at closely, but I think we should look to Mac. There are channel checks indicating Apple will bring in a much lower price Mac in countries under-indexed like China and India. This could drive serious revenue and their engineering models are very profitable. This is a quicker turn than waiting 5 to 10 years for Vision Pro to become bigger. Also, Apple might play for more content companies to boost services revenue.

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