Apple, China and iPhone

Apple Stock Is Falling. A Downgrade Highlights China and AI.
Oppenheimer analysts downgraded shares of iPhone maker Apple to Perform from Outperform, and removed a $250 price target.
Here’s Why Apple’s iPhone Market Share in China Is Plunging
No matter how great a company is, even the most successful product eventually matures and declines with the passage of time as rivals angle for a piece of the market your innovation created. A case in point is Apple’s iPhone,
Apple Stock May Fall As China iPhone Sales Plunge
In China, Apple’s second largest market, iPhone sales fell 18% in the December ending quarter, according to Bloomberg.
Oppenheimer downgrades Apple to Perform on slower replacement, China share loss
Oppenheimer analyst Martin Yang downgraded Apple (AAPL) to Perform from Outperform with no price target as the firm lowered its FY26 EPS
Oppenheimer downgrades Apple, cites weakening iPhone sales and AI innovation worries
Apple is having it hard. Oppenheimer downgraded it from “outperform” to “perform” amidst weak sales. The reason behind this is that the tech giant is struggling to adapt to a competitive AI landscape.
Apple downgraded on earnings eve on slower iPhone sales, China share loss: Oppenheimer
Apple (NASDAQ:AAPL) was downgraded to Perform from Outperform by Oppenheimer, one day before the tech giant releases its first quarter fiscal 2025 financial results and outlook. The investment firm also removed its $250 price target on the stock as it pointed to reduced estimates for iPhone sales over the next 12 to 18 months.
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