Apple has 18 months to sort out Apple Intelligence
Monday, 28 July 2025 ()
Investment firm TD Cowen believes Apple has until the end of 2026 to make Apple Intelligence compelling, and in the meantime will see moderate earnings growth plus the launch of folding devices.
Apple needs to make Apple Intelligence more compelling.
A year after it raised its Apple target price on Apple Intelligence and increasing China sales, TD Cowen now sees the same factors taking longer to improve. But it maintains its most recent target price of $275 and recommends that investors buy shares.
In a pair of notes to investors seen by AppleInsider, the company's analysts have been commenting ahead of Apple's next earnings call on July 31, 2025. This is the first quarterly earnings report since the full impact of Trump's ever-changing tariffs policy has been in effect.Continue Reading on AppleInsider | Discuss on our Forums
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