{"id":200231,"date":"2026-08-17T15:14:03","date_gmt":"2026-08-17T19:14:03","guid":{"rendered":"https:\/\/midatlanticconsulting.com\/blog\/?p=200231"},"modified":"2026-08-17T15:14:03","modified_gmt":"2026-08-17T19:14:03","slug":"rothschild-co-redburn-upgrades-apple-to-buy-raises-price-target-to-400","status":"publish","type":"post","link":"https:\/\/midatlanticconsulting.com\/blog\/2026\/08\/rothschild-co-redburn-upgrades-apple-to-buy-raises-price-target-to-400\/","title":{"rendered":"Rothschild Co Redburn upgrades Apple to Buy, raises price target to $400"},"content":{"rendered":"\n

\"Stock<\/a><\/p>\n

Rothschild & Co Redburn has upgraded Apple (AAPL) to Buy from Neutral and raised its price target to $400 from $260, citing stronger-than-expected iPhone growth driven by the company\u2019s planned entry into the premium foldable smartphone market.<\/p>\n

Analyst Timm Schulze-Melander and the firm project iPhone sales growing at a 12% compound annual rate through fiscal 2030 \u2014 up to 14% above consensus expectations. The key catalyst is the anticipated launch of the iPhone Ultra, Apple\u2019s first foldable device, expected to expand the premium segment and lift average selling prices.<\/p>\n

Rothschild forecasts the foldable model will contribute meaningfully to unit growth with limited cannibalization of traditional iPhone sales. The firm\u2019s iPhone earnings estimates run ahead of consensus, and a \u201cstrategic reset\u201d in Apple Intelligence further supports its outlook, leaving overall fiscal 2030 estimates roughly 18% above the Street. Rothschild expressed confidence that Apple\u2019s relative valuation multiple remains well supported.<\/p>\n

Beyond hardware, the firm sees opportunity for Apple to position itself as a gatekeeper of consumer AI. By potentially leveraging a fleet of open-source models and monetizing through Apple Pay and other payment platforms, Apple could strengthen its high-margin Services business while reducing reliance on third-party closed models.<\/p>\n

The upgrade comes as Apple trades near recent levels around $305, implying significant upside to the new $400 target. While risks such as production challenges for the foldable device remain, Rothschild views the combination of product innovation and AI optionality as underappreciated by the market.<\/p>\n

From Schulze-Melander\u2019 lips to Mr. Market\u2019s ears!<\/p>\n

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\u200e <\/p>\n

<\/a>.<\/p>\n

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<\/i> <\/a> <\/span> <\/div>\n
<\/i> <\/a> <\/span> <\/div>\n<\/div>\n

Source link: https:\/\/macdailynews.com\/2026\/08\/17\/rothschild-co-redburn-upgrades-apple-to-buy-raises-price-target-to-400\/<\/p>\n","protected":false},"excerpt":{"rendered":"

Rothschild & Co Redburn has upgraded Apple (AAPL) to Buy from Neutral and raised its price target to $400 from $260, citing stronger-than-expected iPhone growth driven by the company\u2019s planned entry into the premium foldable smartphone market. Analyst Timm Schulze-Melander and the firm project iPhone sales growing at a 12% compound annual rate through fiscal…<\/p>\n","protected":false},"author":29,"featured_media":200232,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[1,12,5],"tags":[],"class_list":["post-200231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-allnews","category-appleindustrynews","category-breakingnews"],"_links":{"self":[{"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/posts\/200231","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/comments?post=200231"}],"version-history":[{"count":1,"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/posts\/200231\/revisions"}],"predecessor-version":[{"id":200233,"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/posts\/200231\/revisions\/200233"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/media\/200232"}],"wp:attachment":[{"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/media?parent=200231"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/categories?post=200231"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/midatlanticconsulting.com\/blog\/wp-json\/wp\/v2\/tags?post=200231"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}