*Walter Bloomberg|Nov 02, 2026 13:06
LYNX EQUITY WARNS APPLE OF NEAR-TERM SUPPLY PRESSURE, SEES 2027 RECOVERY
Lynx Equity expects Apple (AAPL ) to face significant supply shortages and pricing pressure in the December quarter, potentially resulting in weaker-than-expected guidance.
Consensus forecasts just 6% year-over-year growth in total revenue and iPhone sales.
However, the firm expects memory and flash supply constraints to ease in the second half of 2027, potentially supporting a strong stock recovery.(彭博社)
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