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UBS analyst David Vogt has maintained a Neutral rating on Apple (AAPL) with a price target of $236.00. He noted a decline in iPhone sell-through units year-over-year in the US, China, and Europe for February.
Apple Inc. saw a 1% decline in year-over-year iPhone sales in February, as reported by UBS analyst David Vogt. The release of the budget-friendly iPhone SE 4 on February 19, which features iPhone 14-inspired design, facial recognition, and a 48-megapixel camera, did not significantly boost consumer purchases.
UBS has maintained a "Neutral" rating for Apple, setting a price target of $236. Analyst David Vogt noted a lackluster demand for iPhones in key markets, including the United States, China, and Europe, based on February data.
Apple is not expected to introduce significant AI updates this year, impacting the anticipated refresh cycle for its devices. UBS analysts predict that improvements to Siri and other AI features will likely be delayed until 2025, with the iPhone 17 set to launch without major redesigns or upgrades. The average age of iPhones is now around 37 months, indicating sluggish upgrade activity.
UBS Group has advised investors not to expect any significant AI upgrades from Apple this year, dampening hopes for new features in devices like the iPhone and iPad. Delays in AI enhancements for Siri and a lack of compelling new applications are likely to keep iPhone sales sluggish, despite customer loyalty. Analyst David Vogt maintains a neutral rating on AAPL stock, with a price target of $236, while the consensus among Wall Street analysts remains a Moderate Buy.
UBS analysts caution that Apple will not deliver significant AI upgrades this year, dampening expectations for new features in devices like the iPhone and iPad. Delays in enhancing Siri and a lack of compelling AI applications may lead to sluggish iPhone sales, despite customer loyalty. The average age of iPhones is increasing, indicating a potential slowdown in device upgrades.
UBS analyst David Vogt has maintained a Neutral rating on Apple (NASDAQ: AAPL) with a price target of $236.00. The analyst noted ongoing interest in the company, reflecting a cautious outlook on its stock performance.
UBS has upgraded Arista Networks from Neutral to Buy, raising the price target to $115, citing a strong outlook for data center capital expenditures and impressive revenue growth. The company reported earnings per share of $0.65, exceeding estimates, and analysts show mixed but generally positive sentiment about its future prospects, particularly in the AI back-end market.
UBS has upgraded Arista Networks to a "Buy" rating, raising the price target to $115, reflecting a potential 34% upside. The upgrade is driven by strong revenue growth, positive data center investment outlook, and improved key metrics, suggesting the company's revenue guidance may be conservative. Despite mixed analyst sentiments, Arista's robust performance and optimistic future, particularly in the AI backend market, are highlighted.
UBS has maintained a 'Neutral' rating for Apple, setting a price target of $236. Analyst David Vogt noted a 13% increase in global App Store sales in February, although this marks a slowdown compared to January's growth. Apple has seen a 12.145% gain since its initial recommendation.
David Vogt
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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