Apple's Foldable Duo Divides Analysts Over Premium Pricing and AI Bets

TL;DR Summary
Analysts gave a mixed read on Apple’s new foldable iPhone Duo: Citi and Goldman Sachs maintained Buy ratings, citing premium pricing potential for the Duo and the AI software bets tied to iOS 27 as growth drivers; Oppenheimer offered a cautious Perform rating, and Needham kept a Hold, arguing the larger screen may not fix broader issues and highlighting supply constraints that could limit near-term sales.
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- Okay, Sure, a Folding iPhone theatlantic.com
- Apple’s iPhone Duo, New Watches, iPhone 18 Pro and AirPods 5: Everything to Know Bloomberg.com
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