Despite Apple’s favorable fiscal Q225 results, beating The Street on the top and bottom lines, and good Q325 guidance, AAPL shares fell after earnings, largely due to a lack of visibility into the second half of the year. Gene Munster for Deepwater Asset Management:
For that reason alone, not to mention ahead of the already-looming 2026 midterm elections, President Trump is not going to negatively impact Apple in any significant way via U.S. import tariffs. If Apple doesn’t receive explicit “exemptions,” it will receive them implicitly. Take that to the bank. As we wrote on March 19th: If only we had seen how President Trump’s trade policies played out globally and how the markets reacted and responded previously. Anyone who thinks Apple won’t get significant, meaningful U.S. import tariff exemptions hasn’t been paying attention. Profit from the panic of the uninformed and misinformed. “Expect specific exemptions from U.S. import tariffs for important Apple products.” – MacDailyNews, February 2, 2025 Even with a myopic reactionary atop Apple’s org chart for far too long, we buy — and will continue to buy — AAPL on these overreactive dips… The engine Steve Jobs built is unparalleled. Apple has the capital and revenue generating capacity to overcome anything and everything its current leadership misses. – MacDailyNews, March 19, 2025 Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. [Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.] The post Gene Munster: Uncertainty beyond June weighs on Apple stock appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. |
Wednesday, May 7, 2025
Gene Munster: Uncertainty beyond June weighs on Apple stock
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