Looking At The Apple AAPL Narrative After Gemini Deal And Margin Concerns
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The latest update on Apple’s stock story includes a small lift in fair value, from US$286.58 to US$291.65 per share, alongside a slightly higher discount rate at 8.31% and more conservative long run revenue growth assumptions at 6.99%. Those tweaks sit against a backdrop of ongoing debate about the pace of services growth and how the Google Gemini partnership and memory costs could shape Apple’s financial profile over time. Read on to see how these shifting assumptions relate to the broader...
📄 Summary
The latest update on Apple’s stock story includes a small lift in fair value, from US$286.58 to US$291.65 per share, alongside a slightly higher discount rate at 8.31% and more conservative long run revenue growth assumptions at 6.99%. Those tweaks sit against a backdrop of ongoing debate about the pace of services growth and how the Google Gemini partnership and memory costs could shape Apple’s financial profile over time. Read on to see how these shifting assumptions relate to the broader...