UBS says wait times for Apple's (AAPL) iPhone Duo have fallen by about 7 days week-over-week. However, they remain elevated.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related tickers and likely impact
AAPL
▲ Likely positiveApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/29/2026 | 348.91 |
| Change that session | +1.48% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Apple Could Face Downside Risk From Declining Wait Times for New iPhone Models, UBS Says
- Apple to report Q4 earnings Monday, with iPhone 18 sales in the spotlight
Apple (AAPL) reports fourth-quarter earnings after the bell on Monday, with early iPhone 18 Pro sales in focus, though the iPhone Duo went on sale after the fiscal quarter ended and is not reflected. Analysts polled by Bloomberg expect EPS of $2 on revenue of $113.46 billion, versus EPS of $1.85 and revenue of $102.46 billion a year earlier, with iPhone sales projected at $56.48 billion, up 15% year over year. It will be the first earnings call under new CEO John Ternus, who took over from Tim Cook. Apple shares are up roughly 30% over the past 12 months, and its market cap passed $5 trillion earlier this month, a milestone only Nvidia has also reached.
- Apple's iPhone Duo is proving itself the catalyst that Jim Cramer said it would be
Early demand for Apple's foldable iPhone Duo appears strong: the earliest delivery estimate for the 512GB Night Sky model is January 25, more than three months away, and the phone reaches stores this Friday. Morgan Stanley reported a record 14-week average preorder lead time, the longest of any iPhone model it has tracked in 10 years, pointing to both high demand and limited supply, while iPhone 18 Pro lead times are lower year over year. Melius Research estimates Apple could sell at least 15 million Duo units in fiscal 2027, generating about $40 billion in revenue, and maintains a buy rating with a $370 price target. Apple shares have risen more than 41% from a 52-week low of about $243 to around $342, and are up nearly 26% year to date.
- Apple Announces Oct. 28 Event for Touch-Screen MacBook Pro
Apple confirmed a product launch event on Oct. 28 in Los Angeles, where it plans to debut its first touch-screen MacBook, a event dubbed "Pro and tell." According to Bloomberg News, Apple will also introduce a new low-end MacBook Pro with an M6 chip, a refreshed iMac and an updated iPad mini with a sharper screen. The touch-screen MacBooks are expected to feature a Dynamic Island interface like the iPhone's and an OLED display, both firsts for a Mac, and to run M5 Pro and M5 Max chips. The move marks a major reversal for Apple, which for years said it would not combine iPad and Mac experiences, while the foldable iPhone Duo goes on sale Friday and retail stores prepare to sell new products from Nov. 6.
- Apple’s $1,999 iPhone bet just got its first answer
Delivery times for iPhone Duo orders slipped into 2027 within minutes of preorders opening.
- Can Apple's Duo hype offset soft iPhone 18 demand?
Two analysts say strong interest in the iPhone Duo, combined with Apple's constrained supply, has pushed shipping dates into 2027, and customers were already being quoted November and December delivery within the first 10 minutes of pre-orders. Sales of the iPhone 18 Pro Max have been muted, and Nikkei Asia reports soft demand for the iPhone 18 Pro. They expect the Duo to offset part of that weakness, mainly by lifting average selling price thanks to its higher price point, while many buyers may wait to try the device in stores before deciding.
Related markets
Latest news
- Prediction: Nvidia Stock Is Going to Soar After Nov. 17
Nvidia's market capitalization tops $5 trillion, and its stock is up nearly 15% in 2026. Revenue in the fiscal 2027 second quarter reached $96.2 billion, up 106% year over year, with a 75% non-GAAP gross margin. The company forecasts about $108 billion in third-quarter revenue, while analysts expect about $109 billion. CEO Jensen Huang sees global AI infrastructure spending reaching $3 trillion to $4 trillion by 2030, and the Vera Rubin platform could generate $40 billion per gigawatt, 60% more than Blackwell. Nvidia trades at about 23 times forward earnings versus 18.6 for the S&P 500, which the author considers reasonable given its growth; the company reports on Nov. 17.
- Intuitive Surgical Stock Just Fell Despite a 22% Revenue Jump. Here's What Investors Are Missing.
Intuitive Surgical (ISRG) shares fell after the company reported earnings, despite a 22% jump in revenue. The article argues the real revenue driver is not da Vinci robot sales, which account for roughly 25% of revenue, but instruments, accessories, and services. Although Medtronic and Johnson & Johnson have entered surgical robotics, Intuitive sold more da Vinci systems in Q3 2026 than in Q3 2025, and procedures rose 15% while installed systems grew 12% year over year. With more than 12,000 installed systems generating recurring income, the article says the company still has room to grow as surgical robotics is far from saturation.
- BWX Technologies Reports Earnings on Nov. 2 2026. Here's What Investors Should Be Watching.
BWX Technologies (BWXT) will report fiscal 2026 third-quarter results after market close. The company builds nuclear reactors and components for U.S. Navy submarines and aircraft carriers, and is the sole nuclear fuel provider to the Navy, while also serving the commercial nuclear energy market. Although the shares are down 40% over six months, the article says the drop is not due to weak operations: management raised its fiscal 2026 revenue forecast to about $3.8 billion, and backlog stood at $8.4 billion as of June 30. The stock fell from an April 52-week high of $241.82 to a 52-week low of $123.05, mainly amid a broader sell-off in defense stocks over midterm election concerns and in nuclear stocks over worries about AI data center spending. Management expects nearly 55% of second-half earnings to come in the fourth quarter and targets $5.5 billion to $6 billion in revenue by 2030, and the article says the long-term thesis has not changed.
- Energy Transfer's Next Earnings Report Could Send the Stock Higher
Energy Transfer (ET) reports third-quarter earnings this week on Tuesday, after a strong run that has lifted its unit price nearly 27% this year. In Q2, adjusted EBITDA rose 31% to nearly $5.1 billion and distributable cash flow rose 32% to $2.6 billion, and the company raised its full-year adjusted EBITDA outlook for the second time this year, to $18.8 billion to $19.1 billion. Growth projects include the $2.7 billion Hugh Brinson Pipeline in Texas for data center and AI demand, an expansion of the Transwestern Pipeline of up to $5.6 billion, NGL export expansion, and the $2.6 billion Vaquero Midstream acquisition. Risks include growth capital spending now planned at $5.6 billion to $5.9 billion, up from an initial $5 billion to $5.5 billion, along with construction and volume risks. The 6.5%-yielding pipeline partnership has posted 20 consecutive quarterly distribution increases and expects to grow its payout by 3% to 5% each year.
- What Does JPMorgan Chase (JPM) Hiring A Data Infrastructure Chief Mean Now?
JPMorgan Chase (NYSE:JPM) has appointed Krithika Swaminathan as managing director and head of data infrastructure product. She brings experience in enterprise data platforms, artificial intelligence and cloud modernization. The role focuses on building resilient, scalable data infrastructure for AI-driven banking and digital services across the firm, which has a market cap of about $895.0b. Her remit covers governed data platforms, AI-ready data pipelines, cloud, data governance, security and platform reliability, which support payments, trading, lending and digital channels. The article says the key checkpoint is how the bank reports progress on its AI and data programs in upcoming quarterly updates, especially technology expense lines within its US$107.5b 2026 expense outlook.
- SpaceX Stock Is Nearly 30% Below Its Post-IPO High. Here's What Facebook's Stock Did From the Same Spot.
SpaceX (SPCX) shares are about 29% below their record close of $201.80 on June 16, its third day of trading after an IPO at $135 per share in June, and sit near $144. The article compares this with Facebook, which also fell sharply after its 2012 IPO, closing at a low of $17.73 on Sept. 4, 2012. Facebook only passed its IPO price after its Q2 2013 report showed mobile at about 41% of ad revenue, and the stock jumped around 30% the next day. Unlike Facebook, which relied mostly on ads, SpaceX's third-quarter revenue rose 161% year over year to $14.6 billion, while it spent $48.1 billion on property, plant and equipment in the first nine months of 2026 against $13.1 billion in operating cash flow. Management expects first-quarter 2027 revenue of $33 billion to $37 billion, and at about $144 the company is valued near $2 trillion, roughly 14 times sales if that range holds for a full year. The author says Facebook's recovery alone is not enough reason to back SpaceX shares, and that SpaceX posting first-quarter 2027 revenue within management's range would change his view.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.