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UBS is flagging a fiscal 2027 margin squeeze at Apple: gross margin seen at 45% to 46% from 48.2%, and Services growth slowing to 8% to 9% as AI tools cannibalize search. UBS stays neutral, target to

UBS flags Apple margin and growth pressure for 2027.

Context

What happened: UBS said Apple (AAPL) growth and margins are likely to face pressure in fiscal 2027, citing slowing Services. Why it matters: The view points to potential pressure on Apple's growth and margins in fiscal 2027, per UBS.

AAPL

$342.37

-0.54%

What changed

UBS said Apple (AAPL) growth and margins are likely to face pressure in fiscal 2027, citing slowing Services.

Why it matters

The view points to potential pressure on Apple's growth and margins in fiscal 2027, per UBS.

Sources

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