{"id":546666,"date":"2026-07-17T21:08:10","date_gmt":"2026-07-17T21:08:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/546666\/"},"modified":"2026-07-17T21:08:10","modified_gmt":"2026-07-17T21:08:10","slug":"apple-gets-buy-rating-on-ai-upgrade-cycle","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/546666\/","title":{"rendered":"Apple Gets Buy Rating on AI Upgrade Cycle"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/8964539\/apple-gets-buy-rating-on-ai-upgrade-cycle?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;GuruFocus&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">GuruFocus<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Apple (<a href=\"https:\/\/finance.yahoo.com\/quote\/AAPL\" data-ylk=\"slk:NASDAQ%3AAAPL;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NASDAQ:AAPL&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"stocks_tp\" rel=\"nofollow noopener\">NASDAQ:AAPL<\/a>) <a href=\"https:\/\/seekingalpha.com\/news\/4614854-apple-upgraded-at-hsbc-as-firm-sees-strong-cycle-ahead\" data-ylk=\"slk:was%20upgraded%20to%20Buy%20at%20HSBC%2C%20with%20the%20firm%20arguing;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;was upgraded to Buy at HSBC, with the firm arguing&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">was upgraded to Buy at HSBC, with the firm arguing<\/a> that a stronger product pipeline and revamped Apple Intelligence could set up a major upgrade cycle.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Analyst Nicolas Cote-Colisson raised his price target to $366 from $260. He pointed to Apple&#8217;s relatively light AI spending, with capex equal to just 2.5% of estimated 2026 sales versus roughly 39% for hyperscalers, while the company can still monetize its 2.5 billion-device installed base.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Apple makes the iPhone, Mac, iPad and wearables, while its Services business includes the App Store, iCloud and subscriptions. That ecosystem gives it a large captive audience for new AI features and hardware.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">HSBC expects iPhone revenue to grow between 11% and 13%, supported by the iPhone 18 Pro lineup, an iPhone Air, a foldable device, smart glasses and a 20th-anniversary iPhone in 2027. The firm also raised its 2027 Services estimate by 5.4%.  <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) was upgraded to Buy at HSBC, with the firm arguing&hellip;\n","protected":false},"author":2,"featured_media":532754,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[670,6448,114,3470,85,46],"class_list":["post-546666","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-apple","tag-apple-intelligence","tag-business","tag-hsbc","tag-il","tag-israel"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/546666","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=546666"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/546666\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/532754"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=546666"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=546666"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=546666"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}