Apple’s ‘Disappointing’ Event! Top Analyst’s 10 Key Takeaways That Will Shock Investors
Apple just dropped the ball—hard. Here's why Wall Street's top analyst says the latest event fell flat.
Innovation? More Like Iteration
The tech giant played it safe—too safe. No groundbreaking reveals, just incremental updates that left enthusiasts craving real disruption.
Market Reaction Says It All
Shares dipped post-announcement. Because when you promise revolution and deliver evolution, even loyalists check their portfolios.
Ten brutal takeaways expose where Apple missed the mark—from lackluster specs to pricing that ignores today's economic reality. Because in crypto, we're used to real volatility, not this cautious corporate calculus.
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Martin is a five-star analyst on TipRanks, ranking #807 out of 10,018 analysts tracked. She boasts a 52% success rate and an average return per rating of 10.00%.
Here Are the 10 Key Takeaways
– Martin views minimal economic impact from yesterday’s launches. She noted that iPhone is Apple’s “anchor product”, and she saw nothing that WOULD make her raise the sales outlook. She added that AAPL stock is unlikely to perform until a new iPhone replacement cycle begins.
– She noted that Apple’s keynote highlighted durability, battery, cooling, camera, and privacy. However, it failed to give consumers a strong reason to buy a new iPhone, causing its shares to drop 1.5%, with more downside possible as rapid generative AI shifts have shortened innovation cycles.
– Martin believes that at every Apple event, the company tries to serve too many audiences at once, including consumers, filmmakers, photographers, engineers, chip enthusiasts, and hardware designers, making it difficult to please everyone.
– According to Martin, the coolest thing was that the entire event was filmed on an iPhone. The next highlight was the launch of the new ultra-thin “iPhone Air,” priced at $1,000.
– Notably, Apple opened its keynote with new AirPods, which Martin estimates will bring in about $20 billion in FY25 (
– Martin noted that while tracking AAPL stock during the keynote, the biggest jump (40 bp spike) came during the Watch segment, triggered by an emotional video of lives saved by the device. She praised the team’s storytelling but also noticed that once the presentation shifted back to product details, the stock slipped again.
– Martin highlighted that Apple TV has struggled, with just 25 million paid subscribers and 0.33% viewing share as of July 2025, despite star power and critical acclaim. She added that Hollywood talent makes Apple’s product videos stronger, which likely helps sell more iPhones.
– About the iPhone 17 launch, Martin stated that the update was routine, new colors, better cameras, more connectivity, and longer battery life. With little focus on Apple Intelligence and no clear upgrade driver, sales for September 2025 to September 2026 look predictable and are already priced in its shares.
– Martin noted that the iPhone 17 starts at $799 (256 GB), the iPhone Air at $1,000, and the iPhone 17 Pro at $1,100. Apple offers up to $1,100 trade-in credit for an iPhone 13 Pro or newer. She thinks Apple’s pricing power is limited by slow innovation, forcing it to add more upgrades just to keep its existing users.
– Martin stated that overall, the event was disappointing. She believes Apple recognized this and thus, started with a $20 billion product to set the tone.
To conclude, Martin prefers being on the sidelines on AAPL stock due to its high valuation, slowing growth, and increasing competition.
Is AAPL Stock a Buy, Hold, or Sell?
On TipRanks, AAPL stock has a Moderate Buy consensus rating based on 15 Buys, 13 Holds, and one Sell rating. The average Apple price target of $239.35 implies 2.1% upside potential from current levels. Year-to-date, AAPL stock has lost 6%.
