Apple analyst reconsider the price target after $ 100 billion American investments originally appeared on TheStreet.
All hands on deck! Captain Cook is taking course.
Keep in mind that we are not talking about the 18th -century explorer James Cook, who led three trips to the southern and the Pacific.
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We mean Apple ((Apepl)) CEO Tim Cook, who accompanied the good ship Cupertino by the turbulent tides of rates that followed at President Trump’s Leveration Day Levy-Palooza of 2 April.
Cook dropped the anchor at the White House on August 6 and joined Trump to announce that Apple invested another $ 100 billion to expand its US activities
“This is an important step towards the ultimate goal of ensuring that iPhones sold in the United States of America are also made in America,” Trump said at the press conference. “Today’s announcement is one of the greatest obligations in what has become one of the largest investment sticks in the history of our nation.”
Apple said in February that it would invest $ 500 billion in the US in the coming four years and hire 20,000 American employees.
Apple CEO Tim Cook said the company President Trump was grateful for his support. Image Source & Colon; Morris & Sol; Bloomberg via Getty images
At the time, the company said it would build a new 250,000 square feet factory in Houston, which would be opened in 2026, which would make servers to provide Apple’s AI services with power.
“This includes new and extensive work with 10 companies throughout America,” Cook said in a statement. “They produce components – including semiconductors – that are used in Apple products that are sold all over the world, and we are grateful to the president for his support.”
More technical shares:
Trump also took the time to say that he would hit rates of about 100% on imported semiconductors.
“We will place a rate at about 100% on chips and semiconductors, but if you build in the United States of America, there is no costs, even if you build and do not produce yourself,” he said.
Trump has criticized Cook and Apple for efforts to move the iPhone production to India to avoid the rates that his administration had planned for China.
In May, Trump threatened to impose a rate of 25% on iPhones made outside the US, and wrote on Truth Social that he told Cook that he expected iPhones that will be sold in the US “manufactured and built in the United States, not in India or somewhere else”.
The announcement turned out to be good news for Apple shares, which increased by 12.2% this year.
“Apple jumped more than 5% after news that it increased its capital investments in the US by $ 100 billion,” said James “Rev Shark” Deporre of the Street Pro in a recent column. “This power compensates for the weakness in thousands of smaller stocks.”
The investments are intended to bring more from Apple’s Supply Chain and advanced production to the US as part of an initiative called the American Manufacturing Program, but it is not a complete obligation to build the iPhone in your own country.
The iPhone is the most popular and profitable product from Apple, because it consistently generates around half of the total turnover of the company every quarter.
Wedbush analyst Dan Ives praised Cook’s efforts to make peace with the White House.
Related: Apple makes a $ 100 billion genius to bypass a big problem
“Cook has delivered in this unprecedented rate situation, which shows that he is 10% politician and 90% CEO and [that at] Times like this he will use his strong tires worldwide to ensure that it is smoother water for Cupertino, despite worries about Aapl’s growth initiatives with Trump on his way to the America Firstpad, “said Ives.
He maintained an outperform rating and $ 270 price target on Apple. But he also said that producing iPhones in the US remains “unrealistic in view of the cost structure versus Asia/India and remains a fairy -tale concept.
Bank of America Securities Analyst Wamsi Mohan and his team increased their price target for Apple with 10 dollars to $ 250 while repeating their buy -rating.
“Given the recent development of Apple’s increased investments in the US, it seems increasingly likely that different Apple products will be exempt from rates,” the company said.
Apple has the potential to win a smartphone market share in the US “if competitors are exposed to rates while iPhones would remain exempt,” he said.
Although the details are still unclear, B of one, Apple probably seems to be exempt from at least the announced 100% rate on semiconductors, if not fully exempt.
“If we are exempt, we believe that estimates would be reviewed higher, because Apple led an impact of $ 1.1 billion of the rates for them [fiscal fourth quarter] After $ 800 million in rate -related costs in “Tax Q3, the investment firm said.
Related: The stock market is led by a new group of winners
Apple Analyst reconsidering the target price after $ 100 billion US Investment first appeared on the Street on August 9, 2025
This story was originally reported by Thestreet on August 9, 2025, where it first appeared.
