Rosenblatt hikes AAPL to $300 on expected iPhone 18 demand, still underwater

appleinsider.com Jul 31, 2026

Rosenblatt hikes AAPL to $300 on expected iPhone 18 demand, still underwater

Curated by Shubham · TechCapsules · Jul 31, 2026

AI-summarised brief · reviewed before publication

Rosenblatt Securities has increased its Apple price target to $300, a $24 rise, despite maintaining a bearish stance on the company. The firm cites short‑term supply constraints and the challenge of replicating the iPhone 17 Pro’s success as reasons for its cautious outlook. Following Apple’s latest earnings call, the stock fell, prompting Rosenblatt to reassess its long‑term view. The firm attributes the modest target hike to a volatile financial environment and anticipates Apple’s performance in the next year.

💡 Why It Matters

· The adjustment signals that even skeptical analysts see potential upside in Apple’s upcoming product cycle, hinting at a possible rebound in investor confidence.

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2027 iPhone 18 rumors: Smaller Dynamic Island, 12GB or 9GB RAM, 2nm…

Apple’s rumored base iPhone 18 is slated for a spring 2027 launch, a departure from the usual September debut. Leakers suggest the device will mirror the iPhone 17’s 6.27‑inch OLED display with ProMotion, but feature a slightly smaller Dynamic Island. The model is expected to carry either 9 GB or 12 GB of RAM and a 2 nm A20 chip, positioning it as a modest upgrade over its predecessor. Analysts cite supply‑chain smoothing and marketing strategy as reasons for the delayed release.

💡 The shift to a 2027 launch could extend the iPhone 17’s market life, altering consumer upgrade cycles and potentially reshaping Apple’s competitive stance against Android rivals.

appleinsider.com · Jul 31

Unimpressed Goldman Sachs trims AAPL target by $10 after earnings call

Goldman Sachs lowered its Apple price target to $360 after the company’s earnings call, despite a recent temporary hike to $370. The bank cited Apple’s guidance that it will miss demand for the next quarter and a slowdown in services sales, particularly the App Store. Analysts noted that Apple’s supply constraints could leave revenue on the table, though the firm remains bullish on future growth from new devices and AI initiatives. Apple’s shares fell to $301.43, its lowest since early July.

💡 The adjustment signals that even optimistic analysts are wary of Apple’s near‑term supply and demand challenges, underscoring the fragility of its current growth trajectory.

geeky-gadgets.com · Jul 31

Leaked: $2999 M7 MacBook Ultra Reportedly Coming March 2027

Apple is preparing to launch the MacBook Ultra, slated for spring 2027, with a starting price of $2,999. The new laptop could replace the MacBook Pro or create a distinct premium tier. Rumors indicate it will feature a tandem OLED display with 10‑120 Hz variable refresh, higher brightness, deeper contrast, and improved energy efficiency. For the first time, the MacBook line may include touchscreen support, with macOS offering touch‑optimized tools and an option to disable the feature. The design promises a slimmer, more refined chassis while retaining essential ports.

💡 The MacBook Ultra’s integration of OLED and touch capabilities signals Apple’s shift toward higher‑performance, professional‑grade laptops, potentially redefining the premium segment and influencing competitors’ product roadmaps.

appleinsider.com · Jul 31

Another iPhone 17 Pro plummets from plane, and found intact

A Canadian mixed‑media artist, Heather Cline, dropped her iPhone 17 Pro from a 3,600‑foot flight over Regina. The phone, caught by a wind tunnel, fell into a canola field where it landed face‑up and remained virtually intact. Cline and her husband tracked the device with Find My, recovered it, and noted the phone’s survival was due to aerodynamic stabilization and the cushioning effect of grass. The incident illustrates how certain fall conditions can preserve fragile electronics.

💡 The event underscores the practical limits of consumer‑grade device durability, offering a real‑world case that informs both product design and user safety practices.

appleinsider.com · Jul 31

Nearly half of smartphone revenue goes to Apple despite 23% shipment share

Apple secured 49% of global smartphone revenue in the second quarter, despite holding only a 23% shipment share. This disparity highlights the iPhone’s superior per-device earnings compared to competitors. Preliminary data from Counterpoint Research indicates iPhone revenue surged 22% year-over-year, the fastest growth among the top five brands. The revenue share hit a quarterly record, rising from 44% previously. Growth stemmed from increased shipments and a premium sales mix. Shipments grew 13% annually, while the average selling price climbed 8% to $946. Counterpoint attributes this success to sustained demand for the iPhone 17 lineup, specifically the base model and iPhone 17 Pro Max. Strong interest in these models allowed Apple to maintain a concentration on premium devices. This strategy avoided the steep price hikes seen with some rivals, driving financial performance through volume and value rather than aggressive pricing alone.

💡 Apple’s ability to drive revenue growth through volume and premium mix, rather than steep price hikes, demonstrates a resilient demand for its latest hardware. This approach allows the company to capture nearly half the market's financial value while maintaining a smaller physical footprint, proving that high-margin strategies can outperform volume-heavy competitors in generating shareholder value.

geeky-gadgets.com · Jul 31

A Complete Guide to Every New Feature in the iOS 27 iMessage…

Apple’s iOS 27 update revamps iMessage with contextual suggestions, deeper Siri AI integration, and new creative tools. The contextual suggestions engine scans ongoing chats and offers instant actions such as creating Calendar events, adding Reminders, or sharing relevant photos and locations without leaving the conversation. Siri AI now locates past messages, photos, and links, and proposes real‑time actions like setting reminders or sharing files, leveraging personal context to anticipate user needs. Additional efficiency upgrades include a media upload progress bar, faster dictation with automatic punctuation, and customizable input modes that let users toggle between voice, dictation, or typing. Together, these features aim to turn iMessage from a pure messaging app into a productivity hub within Apple’s ecosystem.

💡 By embedding task‑management and AI‑driven assistance directly into chat, iMessage becomes a one‑stop workspace, reducing app‑switching friction for millions of iPhone users.