"For shareholders of the iPhone maker, it hasn't been the happiest of new years, with shares down close to 9% year to date, or about 14% from all-time highs hit back at the start of December 2025. If you chased stock in the back half over optimism that its AI woes would be solved with a partnership with Alphabet ( NASDAQ:GOOGL), you might be in the red."
"Even if things go smoothly, there's uncertainty as to whether the phone will be a hit. If the iPhone Air didn't fly off shelves, there's no reason to believe that a foldable could, right? And given foldables are a rather niche part of the smartphone scene, it seems like a better idea to temper expectations rather than expect the new form factor to kick off a massive supercycle."
Apple shares have fallen significantly year to date, sliding roughly 9% and about 14% from December 2025 highs, leaving some recent buyers underwater. A rumored foldable iPhone faces uncertainty given niche demand and the iPhone Air's muted performance, suggesting tempered expectations rather than a guaranteed supercycle. Timing a major upgrade cycle has been difficult historically, and many analysts have missed on supercycle calls. Multiple potential catalysts exist, including a foldable device, Siri and AI updates, an Apple AI pin or desktop robot, services strength, China recovery, and an ambitious chatbot update later in the year.
Read at 24/7 Wall St.
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