All articles tagged with #pricing pressure
Tim Cook told the Wall Street Journal that iPhone price increases are unavoidable due to a persistent memory chip price crunch; Apple has been absorbing higher component costs in 2026, but the upcoming iPhone 18 may carry higher prices (potentially up to $200 more than the iPhone 17), with Pro models possibly facing roughly $150 extra in parts costs.
ECB official Sabine Schnabel warned that signs of supply-chain disruption are re-emerging in Europe, with more manufacturers planning price hikes and households adjusting inflation expectations; she suggested that a broader energy-price shock could force tighter monetary policy.
HSBC analyst Rajesh Kumar downgraded Eli Lilly (LLY) from Hold to Sell, arguing that pricing dynamics and a downsized total addressable market, intensified competition from Novo Nordisk, and potential headwinds for Lilly’s oral obesity drug orforglipron could limit upside; he cut the price target from $1,070 to $850 as TAM is viewed at about $80–120B versus consensus around $150B+, while the broader market remains bullish with a Strong Buy consensus and ~36% upside over the next year.