Apple Faces Pivotal Year as Analysts Back AI Strategy Despite Stock Decline
Wedbush analysts highlight Apple's vast user base and potential AI-driven growth as key to overcoming recent challenges.
- Apple's stock has fallen over 8% in 2025, with analysts debating the impact of weaker iPhone sales and competition in China.
- Wedbush analysts reaffirm a $325 price target, citing Apple's 1.5 billion iPhone user base as a unique advantage in the AI market.
- Apple Intelligence, the company's AI platform, is being rolled out gradually and is expected to drive significant growth in app development and services revenue.
- Goldman Sachs analysts lowered Apple's price target to $280 but maintained a 'buy' rating, anticipating mid-year sentiment improvement tied to new product launches and AI features.
- 2025 is viewed as a critical year for Apple to refine its AI strategy and address challenges, with analysts predicting long-term growth driven by AI adoption across devices.