Apple stock getting hit after price hikes, analysts mostly nonplussed
… The early consensus suggests investors are more focused on protecting margins than on the potential effect higher prices could have on demand. …
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iPhone grows China market share as price hikes harm Android rivals
… That includes the memory and component prices, which led to Android vendors raising prices or cutting their configurations. …
Expect 2027 iPhones to cost more as TSMC increases chip prices
… Apple has also apparently known about the potential price hikes for quite some time. In November 2025, a leaker claimed TSMC warned clients of a probable price hike for sub-5-nanometer fabrication of between 3% and 10%. Evidently, the real price increases have a much larger reach than predicted.
Tariff refunds bolster Apple's record-breaking June quarter
… Gross Margin from 2018 to 2026 Luckily, for both Apple and the consumer, the cost of the tariffs was never passed to customers through price hikes. …
Goldman Sachs raises AAPL target to $370 ahead of Q3 results
… Goldman Sachs sees potential dangers in market softening, supply chain disruption, competition from other vendors, and the ever-present regulatory risks both in the US and internationally. This is the second target price increase in 2026 from Goldman Sachs. …
What to expect from Apple's earnings 3q 2026
… It blames potential changes to iPhone shipment volumes, price hikes, and cost inflation. Under this forecast, Morgan Stanley reiterated its "Overweight" rating for Apple, but raised the price target from $360 to $364. …
High iPhone demand won't be met by supply during September quarter
… Beta testing shows these are well-executed products that could drive incredible demand, even with potential price increases.
The world's RAM supply crisis is going to get worse before it gets better | AppleInsider
… July's price hikes are the best indicator of that. …
iPhone 18 Pro rumor roundup: 2nm A20 chip, C2 modem, more
… In July 2026 , it was similarly alleged that TSMC had increased its base prices by 10%, again hinting at an iPhone price hike. Prices were already raised across the Mac and iPad lines in June 2026, but the iPhone was left untouched , for now. …
Epic vs. Apple: Fortnite, history, court ruling, appeal results
… Coalition for App Fairness and Epic Games complain about App Store price hikes outside US Apple increased App Store prices for many non-consumers in September, but without providing a direct reason. The hikes equated to about a 20% price increase, making a 0.99 euro app cost 1.19 euros. …