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JP Morgan dismisses iPhone cuts report, hikes AAPL target to $360
appleinsider.com Oct 12, 2026

JP Morgan dismisses iPhone cuts report, hikes AAPL target to $360

Curated by · TechCapsules ·

AI-summarised brief · reviewed before publication

JP Morgan has dismissed recent reports that Apple is cutting orders for the iPhone 18 Pro due to weak demand and has raised its price target for AAPL to $360, up $20 from July’s $340 level. The firm attributes the alleged order cuts to routine production adjustments and notes that the 2026 iPhone launch was split, creating a temporary shortfall as consumers wait for a base‑model release slated for early 2027. JP Morgan expects the iPhone 18 Pro to be selling slightly better than the iPhone 17 Pro and projects that sales of the new iPhone Duo, launching in October, will offset the gap. While September‑quarter earnings should barely exceed industry forecasts, the December quarter is forecast to show modest revenue growth despite a 2 % dip in unit volume, driven by higher pricing and the Duo’s premium. The analysts caution that global economic headwinds, competitive pricing pressure abroad, potential tariffs, and integration risks from recent acquisitions could pose challenges.

💡 Why It Matters

  • · By reaffirming confidence in Apple’s premium‑segment demand, JP Morgan signals that the company’s earnings trajectory remains resilient despite short‑term supply tweaks and macro‑economic uncertainty.
Apple Capsules Investment
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