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Jefferies Analyst Warns of Apple’s Tariff Risks and iPhone 17 Production Challenges

Jefferies Analyst Warns of Apple’s Tariff Risks and iPhone 17 Production Challenges

Author:

Global Cryptocurrency

Published:

2025-10-15 10:36:03

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BTCCSquare news:

Apple's stock (AAPL) faced downward pressure after Jefferies analyst Edison Lee slashed his price target to $203.07, citing an "unattractive" valuation and looming trade risks. The revised target implies a 17% decline from Apple's opening price, with Lee emphasizing slowing smartphone demand and exposure to Trump-era tariffs.

Lee, ranked 532 out of 10,081 analysts on TipRanks, flagged concerns over Apple's reliance on China for iPhone 17 production amid escalating U.S. tariffs. "There’s simply more downside than upside," he noted, pointing to India's insufficient capacity to offset Chinese manufacturing constraints.

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