Apple Faces $10B Blow After Google Ruling—Will AAPL Stock Take a Dive?
Tech titan Apple just got sucker-punched by regulators—and $10B is on the line. Here’s what’s at stake.
### The $10B question: Can AAPL shrug this off?
When the DOJ swings its antitrust hammer, even trillion-dollar companies feel the aftershocks. Google’s latest legal loss isn’t just their problem—it’s about to rewrite Apple’s revenue playbook.
### Search engine cash cow gets leaner
That sweet Safari default-search deal? Now bleeding $10B in annual revenue. Tim Cook’s team suddenly needs new growth levers—fast.
### Wall Street’s déjà vu moment
Analysts are dusting off their ‘peak iPhone’ playbooks. Because when 15% of your services revenue vanishes overnight, even the fanciest stock buybacks can’t hide the math.
Bottom line: Apple’s innovation drought just got riskier. And if Cook can’t pull another ecosystem rabbit from his designer hoodie? Well—there’s always that metaverse pivot every legacy tech CEO keeps threatening.
Bank Of America Gives Apple Stock Ruling
Furthermore, the Bank of America analyst remains optimistic about its long-term growth driven by AI investments and solid financials. Despite a recent Apple stock decline, the fundamentals suggest a potential for recovery in AAPL. Mohan went on to add that the Apple/Google lawsuit ruling WOULD only apply to the US, and that Apple should be able to receive payment for search traffic sent to Google outside the US. Should this be the case, investors may have a lifeline for AAPL stock.
The iPhone developers posted a solid Q3 earnings report that sent shares higher, but those gains can be reversed following a negative ruling in the lawsuit. Apple’s earnings of $1.57 per share exceeded analyst estimates of $1.43, and revenue hit $94.04 billion versus the expected $89.30 billion. Additionally, Apple’s stock price gained momentum from iPhone sales growth of 13.5% to $44.58 billion, which beat forecasts by over $4 billion, even with ongoing tariff concerns.
Therefore, analysts remain optimistic about Apple’s long-term growth, citing its solid financials and a potential upside of around 15%.
