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Apple's iPhone Duo Demand Tracking 'Solidly Out Of The Gate', Says Analyst As AAPL Stock Caps Off Best Week Since September Launch - TradingView

·9h ago
Source: TradingView
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Key points:Evercore cautioned, however, that extended lead times can reflect either strong demand or constrained supply. The firm noted that the new form factor could create tighter supply during the initial launch period. Deepwater Asset Management’s Gene Munster said the latest delivery times are making him more confident in his 20 million-unit iPhone Duo estimate for fiscal 2027. Apple Inc. (AAPL) is getting an early read on demand for its new iPhone Duo, with initial delivery estimates extending well into January shortly after pre-orders opened. The early demand signals come as Apple shares capped their strongest week since the iPhone Duo launch, with the stock rising over 2% this week, following a nearly 4% rise during the iPhone launch week in September. Apple shares ended with a gain of 0.4% in Friday’s regular trade, but edged lower by 0.2% in the afterhours session.iPhone Duo Delivery Dates Stretch Into JanuaryAccording to TheFly, Evercore ISI said iPhone Duo delivery dates quickly pushed out to late January, or roughly 100 days, across all regions and configurations it tracks, after pre-orders began Friday.

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