USA

Apple is about to launch a ‘game-changer’ iPhone

Apple (AAPL) Getting ready for an active spring. It’s the kind of “quietly huge” setup that AAPL stock investors love.

It is planning several launches. A grand narrative will prevail. The scoreboard couldn’t be clearer.

For me, the story comes with the latest Apple earnings. CEO Tim Cook He was dabbling in superlatives when he described the December quarter as follows: “An extraordinary, record-breaking quarter.”

Apple reported $143.8 billion in income and said its installed base had peaked 2.5 billion active devices. This is the type of scale that makes even “boring” renovations major events in the ecosystem.

But the scoreboard is starting to change. inside earnings callApple continues to see “memory market prices increase significantly,” Cook said.

Comments suggest Apple has issued a reminder: The next few quarters may focus on maintaining margins rather than demand.

I’m sure you’ve seen examples of people in your family wanting to hold on to their old, perfectly functional iPhone. The most common reason, at least in my experience, is that new ones are too expensive.

The biggest name users now connected to iPhone Elon Musk, Jeff BezosTim Cook and Mark Zuckerberg. I’m sure their wallets won’t get any lighter because of the newest version of the iPhone.

However, this time Apple aims to prioritize the needs of the average user. So in the next wave, it wants to make things more affordable by focusing on margin expansion to widen the funnel.

Apple is installing versions.Photo: ANGELA WEISS at Getty Images · Photo by ANGELA WEISS at Getty Images

launch iPhone 17e close to him Bloomberg’s Mark Gurman.

It will carry four upgrades that are important in the real world. A19, MagSafe (as explained by threshold), Apple’s newer C1X modemand its N1 connection chip Are upgrades included in the “soon” release version?

More Tech Stocks:

I’m sure you’re thinking: “Hey, I know someone who skipped the cheaper iPhone because it felt like a ‘yeah but…’ device.” But MagSafe is looking to change things up with its ecosystem of car mounts, wallets, charging stands, and a whole ecosystem of accessories.

And Apple is reportedly keeping the price the same $599targeting emerging markets and businesses buyers. These buyers principally care more about reliability and total cost of ownership than status.

The story of the Spring iPad is plain and simple. The focus is on the same bullets with faster chips.

login iPad is expected to jump A18accordingly Mac Rumors. This will bring Apple Intelligence Apple’s cheapest tablet is supported for the first time.
iPadAir will be moved M4.

If you’re the person everyone contacts when an old iPad starts slowing down, it’s this kind of update that matters.

A base model that Apple can run artificial intelligence The features give Apple a simple sales pitch for schools, families and businesses making bulk purchases.

Related: History of Apple: Company timeline and facts

Responsible for sales of hardware units, but sells software trust.

Gurman’s report Says Apple will release first developer beta iOS 26.4 week of February 23.

Siri will also be available again after a long wait. Apple Intelligence pieces are likely to show up there.

The latest updates are not dazzling. I hate when we talk about any stock in hyperbolic terms. That’s what I like about the latest updates.

Maximum Apple upgraded to: to buy from to hold (P.T. $300).
KGI Securities Apple upgraded to: perform better from natural (P.T. 306 dollars).
Separately, JP Morgan repeated overweight raised his score and raised his goal $315.

However, the short-term push-pull trajectory is evident. All things considered, demand remains quite strong. But the pressure on the prices of components, especially memory, is becoming increasingly evident.

Apple is unconventional when it comes to revenue guidance.

Here are two simple ways investors can frame the next quarter.

Back-of-the-envelope range (year-on-year growth compared to last year’s March quarter): Apple made $95.4 billion In fiscal quarter 2025 revenue. If Apple prints +10% to +12% On an annual basis (roughly in line with where many sell-side expectations cluster), this means: From $104.9 billion to $106.8 billion This is the March quarter.
“Street” snapshot (consensus-style framing): FactSet estimates quoted by Investor’s Business Diaries Fix March quarter $104.9 billion in revenue And $1.84 EPS.

But there is also the margin factor. Apple is on track for a 48% to 49% gross margin in the ongoing quarter; Cook notes that memory spending is a growing headwind beyond the second quarter.

Related: Wall Street urgently warns software stocks after Anthropic AI move

This story was first published by . Street First appeared on February 11, 2026 Investment section. Add TheStreet at: Preferred Source by clicking here.