{"id":53951,"date":"2025-04-28T23:32:50","date_gmt":"2025-04-28T21:32:50","guid":{"rendered":"https:\/\/www.apfelpatient.de\/?p=53951"},"modified":"2025-04-28T23:33:41","modified_gmt":"2025-04-28T21:33:41","slug":"apple-defies-tariffs-morgan-stanley-raises-price-target-significantly","status":"publish","type":"post","link":"https:\/\/www.apfelpatient.de\/en\/news\/apple-trotzt-zoellen-morgan-stanley-erhoeht-kursziel-deutlich","title":{"rendered":"Apple defies tariffs: Morgan Stanley significantly raises price target"},"content":{"rendered":"

Apple could benefit from political uncertainty in the coming months. Morgan Stanley has raised its price target for Apple stock to $235. The reason: New tariffs imposed by the Trump administration are unsettling consumers worldwide, which will have a positive short-term impact on Apple's sales figures. Find out exactly what happened and what it means for Apple and you here.<\/strong><\/p>\n\n\n\n

Economic instability is usually bad for large companies. Things are different for Apple at the moment. New tariffs, particularly against China, and the constant back-and-forth in US trade policy are causing many consumers to buy new devices faster than planned. This development could boost Apple's revenue and profits in the short term. Morgan Stanley sees this as a clear opportunity and is adjusting its expectations for the tech giant accordingly.<\/p>\n\n\n\n

Consumers anticipate tariffs<\/h4>\n\n\n\n

At the beginning of April, President Trump introduced new global tariffs on what he called "Liberation Day." The measures seemed chaotic and difficult to predict for many consumers. The result: Many people who hadn't planned to buy a new iPhone or Mac until late 2025 or even 2026 have brought forward their purchases. This advance demand is generating additional revenue for Apple as early as the first half of 2025. Although the new tariffs didn't officially go into effect until April, prior announcements had already had an impact on consumer behavior. Some consumers had already made purchases in the March quarter because of the announcements. As a result, Apple is likely to see a slight increase in revenue and profit in the second quarter of 2025. The forecast for the third quarter is also more optimistic.<\/p>\n\n\n\n

Apple's response to the challenges<\/h4>\n\n\n\n

Despite the difficult political situation, Apple remains flexible. The company will do everything in its power to minimize price increases for end consumers. Part of the additional costs will be distributed along the supply chain. At the same time, Apple could discontinue the cheapest storage variants of its devices. This would increase the base prices for iPhones and Macs without appearing like a direct price increase. This strategy is intended to help keep demand stable even as global production costs rise. Morgan Stanley praises this approach and sees Apple well positioned to mitigate the impact of the tariffs.<\/p>\n\n\n\n