{"id":27,"date":"2025-08-09T14:51:52","date_gmt":"2025-08-09T14:51:52","guid":{"rendered":"https:\/\/biplays.com\/apple-analyst-reconsider-the-price-target-after-100-billion-american-investments\/"},"modified":"2025-08-09T14:51:52","modified_gmt":"2025-08-09T14:51:52","slug":"apple-analyst-reconsider-the-price-target-after-100-billion-american-investments","status":"publish","type":"post","link":"https:\/\/tealde.com\/index.php\/2025\/08\/09\/apple-analyst-reconsider-the-price-target-after-100-billion-american-investments\/","title":{"rendered":"Apple analyst reconsider the price target after $ 100 billion American investments"},"content":{"rendered":"<p><\/p>\n<div>\n<div class=\"atoms-wrapper\">\n<p class=\"yf-1090901\"><!-- HTML_TAG_START --><i>Apple analyst reconsider the price target after $ 100 billion American investments originally appeared on TheStreet.<\/i><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->All hands on deck! Captain Cook is taking course.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->\ud83d\udcb5\ud83d\udcb0<strong>Don&#8217;t miss the move: subscribe to the free daily newsletter from TheStreet<\/strong> \ud83d\udcb0\ud83d\udcb5<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->We mean Apple <span> ((<strong>Apepl<\/strong>)) <\/span> CEO Tim Cook, who accompanied the good ship Cupertino by the turbulent tides of rates that followed at President Trump&#8217;s Leveration Day Levy-Palooza of 2 April.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->&#8220;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,&#8221; Trump said at the press conference. &#8220;Today&#8217;s announcement is one of the greatest obligations in what has become one of the largest investment sticks in the history of our nation.&#8221;<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Apple said in February that it would invest $ 500 billion in the US in the coming four years and hire 20,000 American employees.<!-- HTML_TAG_END --><\/p>\n<figure class=\"yf-8xybrv\">\n<div class=\"image-container yf-1gfnohs loader\" style=\"--max-height: 541px;\">\n<div class=\"image-wrapper yf-1gfnohs\" style=\"--aspect-ratio: 960 \/ 541; --img-max-width: 960px;\"><img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Apple CEO Tim Cook said the company President Trump was grateful for his support. Image Source &#038; Colon; Morris &#038; Sol; Bloomberg via Getty images\" loading=\"eager\" height=\"541\" width=\"960\" class=\"yf-1gfnohs loader\"\/><\/div>\n<\/div><figcaption class=\"yf-8xybrv\"><!-- HTML_TAG_START -->Apple CEO Tim Cook said the company President Trump was grateful for his support. Image Source &#038; Colon; Morris &#038; Sol; Bloomberg via Getty images<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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&#8217;s AI services with power.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->&#8220;This includes new and extensive work with 10 companies throughout America,&#8221; Cook said in a statement. &#8220;They produce components &#8211; including semiconductors &#8211; that are used in Apple products that are sold all over the world, and we are grateful to the president for his support.&#8221;<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START --><strong>More technical shares:<\/strong><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Trump also took the time to say that he would hit rates of about 100% on imported semiconductors.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->&#8220;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,&#8221; he said.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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 &#8220;manufactured and built in the United States, not in India or somewhere else&#8221;.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><button class=\"secondary-btn fin-size-large readmore-button  rounded   yf-1epmntv\" data-ylk=\"elm:readmore;itc:1;sec:content-canvas;slk:Story%20Continues\" aria-label=\"Story Continues\" title=\"Story Continues\"> <span>Story goes further<\/span><\/button> <\/p>\n<div class=\"read-more-wrapper\" style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->The announcement turned out to be good news for Apple shares, which increased by 12.2% this year.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->&#8220;Apple jumped more than 5% after news that it increased its capital investments in the US by $ 100 billion,&#8221; said James &#8220;Rev Shark&#8221; Deporre of the Street Pro in a recent column. &#8220;This power compensates for the weakness in thousands of smaller stocks.&#8221;<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->The investments are intended to bring more from Apple&#8217;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.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Wedbush analyst Dan Ives praised Cook&#8217;s efforts to make peace with the White House.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START --><strong>Related: Apple makes a $ 100 billion genius to bypass a big problem<\/strong><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->&#8220;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&#8217;s growth initiatives with Trump on his way to the America Firstpad, &#8220;said Ives.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->He maintained an outperform rating and $ 270 price target on Apple. But he also said that producing iPhones in the US remains &#8220;unrealistic in view of the cost structure versus Asia\/India and remains a fairy -tale concept.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->&#8220;Given the recent development of Apple&#8217;s increased investments in the US, it seems increasingly likely that different Apple products will be exempt from rates,&#8221; the company said.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Apple has the potential to win a smartphone market share in the US &#8220;if competitors are exposed to rates while iPhones would remain exempt,&#8221; he said.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->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.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->&#8220;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 &#8220;Tax Q3, the investment firm said.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START --><strong>Related: The stock market is led by a new group of winners<\/strong><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Apple Analyst reconsidering the target price after $ 100 billion US Investment first appeared on the Street on August 9, 2025<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START --><i>This story was originally reported by Thestreet on August 9, 2025, where it first appeared.<\/i><!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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&hellip;<\/p>\n","protected":false},"author":2,"featured_media":28,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-27","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business"],"_links":{"self":[{"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/posts\/27","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/comments?post=27"}],"version-history":[{"count":0,"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/posts\/27\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/menu-items\/28"}],"wp:attachment":[{"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/media?parent=27"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/categories?post=27"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tealde.com\/index.php\/wp-json\/wp\/v2\/tags?post=27"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}