A post by @DeItaone on X.
LYNX EQUITY WARNS APPLE OF NEAR-TERM SUPPLY PRESSURE, SEES 2027 RECOVERY
@DeItaone on X
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Lynx Equity warned that Apple (AAPL) faces significant supply shortages and pricing pressure in the December quarter, potentially leading to weaker-than-expected guidance, with consensus forecasting just 6% year-over-year growth in total revenue and iPhone sales. The firm attributes the near-term headwinds to memory and flash supply constraints, which it expects to persist until easing in the second half of 2027, potentially setting the stage for a strong stock recovery. The warning matters because Apple's guidance has historically moved the broader market, and supply-driven margin pressure could weigh on the stock ahead of the December-quarter report. Investors should watch Apple's upcoming guidance, supplier commentary on memory and flash pricing, and any revisions to consensus revenue and iPhone unit estimates.
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Named in this story
Apple (AAPL), Lynx Equity
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