Apple Stock 2025: A Historic Victory Over Samsung – What’s Next for Investors?

• Is Apple Really Overtaking Samsung in 2025?
• Why the iPhone 17 Is a Game-Changer
• Financial Firepower: By the Numbers
• Technical Outlook: How High Can the Stock Go?
• Risks No One’s Talking About
• FAQs: Your Burning Questions Answered

Apple is on the verge of dethroning Samsung as the global smartphone delivery leader for the first time since 2011, fueled by a "supercycle" driven by the iPhone 17. With robust demand in key markets like China and the U.S., Apple’s shipments are projected to grow 10% in 2025, outpacing Samsung’s meager 4.6%. The company’s strong fundamentals—including a $100 billion buyback program, EPS of $1.85, and 8.7% revenue growth—paint a bullish picture. But is the stock still a buy at current levels? Let’s dive in.

Is Apple Really Overtaking Samsung in 2025?

For over a decade, Samsung has dominated smartphone shipments, but 2025 marks a potential turning point. Data from Counterpoint Research shows Apple’s shipments could surge 10% this year, while Samsung limps along at 4.6%. The iPhone 17’s "supercycle" is the catalyst, with pandemic-era device replacements adding fuel. In my experience, such shifts don’t happen overnight—Apple’s relentless innovation (and Samsung’s missteps) made this inevitable.

Why the iPhone 17 Is a Game-Changer

The iPhone 17 isn’t just another upgrade; it’s a demand monster. Sales in China and the U.S. are growing at double-digit rates, thanks to its AI-powered features and sleek design. Analysts at TradingView note that Apple’s installed base is ripe for upgrades—people are finally ditching those 2020-2021 models. And let’s be real: when Apple nails hardware + ecosystem, they print money.

Financial Firepower: By the Numbers

Apple’s latest quarter was a masterclass in execution:

• EPS: $1.85 (beating estimates)
• Revenue: $102B, up 8.7% YoY
• Buybacks: $100B in 2025 alone—that’s like buying Spotify twice over!

Institutional investors are piling in, and frankly, it’s hard to blame them. Margins are stable, cash Flow is king, and that buyback is propping up EPS like a caffeine IV.

Technical Outlook: How High Can the Stock Go?

At €240.20, Apple’s stock is sniffing at its 52-week high. The BTCC team notes that if holiday-quarter deliveries meet forecasts, new all-time highs are likely. But here’s the kicker: even if sales dip, that $100B buyback puts a floor under the stock. It’s like having a financial airbag.

Risks No One’s Talking About

Sure, Apple’s winning—but China’s economy is shaky, and antitrust regulators are circling. Remember when the EU fined them €1.8B? Good times. Also, let’s not pretend Samsung will roll over. Their foldables are gaining traction, and they’ve got deeper pockets in emerging markets.

FAQs: Your Burning Questions Answered

Is Apple stock a buy in late 2025?

If you believe in the iPhone supercycle and buybacks, yes. But watch China demand and regulatory risks.

How does Apple’s growth compare to Samsung’s?

Apple’s 2025 shipments may grow 10% vs. Samsung’s 4.6%, per Counterpoint.

What’s driving iPhone 17 sales?

Pandemic-era replacements + AI features. Also, let’s face it—people love shiny new things.