Apple iPhone 17 Launch May Trigger 'Sell the News' Reaction, Analyst Warns

Monday, Aug 25, 2025 12:43 pm ET1min read
AAPL--

Apple's upcoming iPhone 17 launch is expected to be a muted event, with subdued investor enthusiasm for the thinner design. Bank of America Securities analyst Wamsi Mohan projects iPhone shipments to grow 1% YoY in fiscal 2026 to 235 million units. He notes that carrier promotions should match last year's levels, but a softer holiday season is expected. Mohan maintains a Buy rating on Apple with a price forecast of $250.

Apple's upcoming iPhone 17 launch is expected to be a muted event, with subdued investor enthusiasm for the thinner design. Bank of America Securities analyst Wamsi Mohan projects iPhone shipments to grow 1% YoY in fiscal 2026 to 235 million units [1]. He notes that carrier promotions should match last year's levels, but a softer holiday season is expected. Mohan maintains a Buy rating on Apple with a price forecast of $250.

The iPhone 17 series, set to launch in September 2025, is expected to feature a larger display, modem chip, ProMotion, Wi-Fi 7, and an ultra-thin design. The series will include four models: the iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max [2]. The iPhone 17 Air is anticipated to be a mid-tier device, priced between the standard iPhone 17 and the iPhone 17 Pro, with a thickness of just 5.55 mm [1].

The iPhone 17 Pro and Pro Max are expected to feature a 48MP main lens camera, coupled with a 48MP periscope telephoto lens and an ultra-wide lens, along with the A19 Pro processor and 12GB RAM [2]. The standard iPhone 17 and iPhone 17 Air are expected to have a 48MP primary camera and a 12MP ultra-wide sensor, respectively [2].

The iPhone 17 series is expected to be priced as follows: the standard iPhone 17 between Rs 79,000 to Rs 80,000, the iPhone 17 Pro at Rs 1,34,999 for a 12GB RAM with 128GB storage variant, and the iPhone 17 Pro Max at around Rs 1,65,000 [2]. The iPhone 17 Air is expected to be priced at around Rs 83,000 [2].

The launch date for the iPhone 17 series is expected to be September 9, with pre-orders beginning on September 12 and the sale starting on September 19 [2]. Apple analyst Mark Gurman has predicted new iPhone launches between September 9th to September 10th [2].

Despite the muted investor enthusiasm, Mohan believes that the stock could perform better if Apple surprises the market with a convincing demonstration of its AI capabilities [1]. Apple's product events have often been accompanied by a decline in the stock price before rebounding 30 to 60 days later [1].

References:
[1] https://www.goodreturns.in/news/apple-iphone-17-17-air-17-pro-17-pro-max-launch-price-in-india-iphone-17-series-production-bengaluru-1451953.html
[2] https://www.marketscreener.com/news/apple-bofa-expects-launch-of-new-slim-iphone-ce7c50d8db8cf120

Apple iPhone 17 Launch May Trigger 'Sell the News' Reaction, Analyst Warns

Stay ahead of the market.

Get curated U.S. market news, insights and key dates delivered to your inbox.

Comments



Add a public comment...
No comments

No comments yet