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Apple Sets Record as iPhone 17 Momentum Triggers Analyst Upgrades

Investors now look to Oct. 30 earnings to validate a durable upgrade cycle with clearer AI plans.

Overview

  • Shares jumped 3.9% Monday to close at 262.24 and hit an intraday record of 264.38, boosting major indexes.
  • Loop Capital upgraded Apple to Buy with a $315 target, Evercore made a tactical outperform call, and Melius raised its target to $290.
  • Counterpoint reported iPhone 17 outsold iPhone 16 by about 14% in its first 10 days in the U.S. and China, led by strength in the base model.
  • Technical analysis outlines potential upside toward roughly $308, with key support near $250 and $237.
  • Jefferies maintained an underperform rating citing cooling lead-time data, while others highlighted AI as the next catalyst and noted a $4 trillion valuation would come into view above roughly $268.