AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
Apple iPhone 17 Launch May Trigger 'Sell the News' Reaction, Analyst Warns
ByAinvest
Monday, Aug 25, 2025 12:43 pm ET1min read
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
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet