Apple: I Was Wrong, Margin Math Is Now In Its Favor (Rating Upgrade) Apple Inc. is upgraded from Ho...
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Apple: I Was Wrong, Margin Math Is Now In Its Favor (Rating Upgrade) Apple Inc. is upgraded from Hold to Buy as margin pressures from memory costs are offset by effective price hikes and strategic initiatives. AAPL's ability to pass higher memory and storage costs to consumers—especially via premium iPhone models—demonstrates robust pricing power and margin resilience. Services growth is supported by monetizing AI features through iCloud+ tiers, while new leasing options via Klarna expand affordability and upgrade cycles.