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Apple Foldable Timeline Holds Despite Noise [Yahoo! Finance]
Last apple inc. earnings: 4/30 04:30 pm
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US:NASDAQ Investor Relations: investor.apple.com
Morgan Stanley saying recent supply chain checks aren't showing any signs of delay. Analyst Erik Woodring noted that a key component supplier hasn't made any changes to foldable iPhone orders, which typically would have been an early warning sign if timelines were slipping. As a result, the firm left its CY26 iPhone shipment and seasonality forecasts unchanged. Woodring also reiterated an Overweight rating with a $315 price target, signaling confidence that Apple's next product cycle remains intact. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is AAPL fairly valued? Test your thesis with our free DCF calculator. That steady view comes even as other reports point to some bumps. Nikkei Asia recently flagged engineering challenges, while MacRumors mentioned possible late-stage production issues. Apple is currently in Engineering Validation Testing, a phase that usually runs between June and August, but has already begun for the foldable model. Woodring suggested the
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