Apple one of the most important events is coming up tonight Keynote recent years. In addition to performance iPhone 18 Pro a iPhone 18 Pro Max because it has toonealso show its first ever folding iPhone, which is still known among fans primarily as iPhone Ultra. So many would expect investors to be excited about the upcoming event. KeyB analystsanc However, Capital Markets sees the situation exactly the opposite and warns that Wednesday's news presentation could become a negative impulse for stocks. Apple.
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The main problem should not be the products themselves, but their prices. Apple because of the significantly higher costs of computersonenty is in an awkward situation. If it raises prices across the entire range, it may discourage customers and reduce the number of units sold. iPhoneHowever, if it only increases the price of some configurations and takes on some of the higher costs, investors may start to worry about falling margins.
KeyBanc specifically expects that iPhone 18 Pro will increase in price by $150 to $1249, while iPhone 18 Pro Max It is supposed to be even more expensive by $200 and start at $1399. The first foldable iPhone then, according to analysts, it will start at an astronomical $2199.
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The best-selling cheaper model will be missing
The situation is also complicated by a new strategy in introducing new models, where Apple This fall, it seems, there will be no basic presentation at all. iPhone 18 and will keep it until spring 2027. The September offer will therefore consist exclusively of significantly more expensive models. This is what KeyBanc will also be reflected in production figures. Analysts specifically expect that Apple will produce approximately 80 million during the fourth fiscal quarter of 2026 and the first quarter of 2027 iPhoneIn the same period last year, it was around 91 million units. Although a higher average selling price may compensate for part of the difference, from the perspective of investors, an eleven million drop in production may be a rather unpleasant signal.
Interestingly, however, the decline in shares after the introduction of new iPhone not at Apple nothing unusual. According to KeyB dataanc company shares over the past five years on the day of the September performance iPhone fell by an average of 0,72%. Five trading days after Keynote then the average decrease was 1,22%.
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So, no matter how the shares behave, the whole situation creates an interesting paradox. Apple is set to introduce its first foldable in just a few hours iPhone, a new generation iPhone 18 Pro and usher in a new product era under the leadership of John Ternus. Pro investors but whatonec may not be the most important thing, what's new iPhone They will watch the number much more closely, which Apple will show next to them, specifically their price.
