Lynx Equity Downgrades Apple Stock Over Supply Chain Concerns
Lynx Equity has downgraded Apple Inc. (AAPL) stock due to supply chain concerns that could impact its fiscal 2027 performance.
The firm believes the incoming CEO will face difficulties in addressing the issue, as Apple failed to secure adequate memory and flash supply for this year's iPhone models.
Lynx Equity expects the global supply of memory in 2027 has already been allocated, and it may take a year for the new CEO to address the problem.
The firm also notes that the iPhone 18 models will face price competition from Samsung devices, with the base iPhone 18 model competing against the Samsung Galaxy S26 FE priced at $700 for 128GB and $800 for 256GB.