Apple Stock Target Raised to $325 on Strong Q4 Performance

Apple Inc. (AAPL) has seen its price target elevated by Argus to $325 from $280, maintaining a “Buy” rating, following a robust fiscal fourth-quarter 2025 earnings report that exceeded expectations. The upgrade reflects confidence in Apple's continued growth trajectory, driven by strong iPhone sales and record Services revenue.

The stock experienced a positive surge following the Q4 earnings release, climbing 3.7% as markets reacted favorably to the company's performance and optimistic outlook. This rise reflects investor confidence in Apple's ability to navigate a challenging global economic landscape and maintain its competitive edge.

Apple reported Q4 revenue of $102.47 billion, a 6.1% year-over-year increase, surpassing analyst estimates. A key driver was the successful launch of the iPhone 17 series, contributing $49.03 billion in revenue, also a 6.1% increase from the prior year. The Services segment continued its impressive growth, setting a new all-time record with $28.75 billion in revenue, up 15.1% year-over-year, fueled by strength across the App Store, music, video, and payment systems.

Despite a 4% decline in China sales during the quarter, Apple anticipates a return to growth in this critical market in the first quarter of the new fiscal year. CEO Tim Cook projected that overall revenue for the upcoming holiday quarter would surpass Wall Street estimates, driven by high demand for the new iPhone 17 lineup.

Several other analysts have also revised their price targets upward in response to Apple's strong performance. Bank of America increased its price target to $320 from $270, citing the company's resilience amid global trade tensions and its robust product pipeline. These upgrades reflect a broader consensus that Apple is well-positioned for continued growth.

Price Targets

Despite the positive outlook, Apple faces ongoing challenges. The company incurred $1.1 billion in tariff-related expenses in Q4, with projections of $1.4 billion for the next quarter due to ongoing trade tensions. Furthermore, Apple is actively working to enhance its artificial intelligence capabilities, with major upgrades like improvements to Siri anticipated next year. Successful AI integration is viewed as a significant opportunity to further elevate Apple's market valuation.

The analyst upgrades and positive market reaction underscore the strength of Apple's Q4 performance and the company's optimistic outlook for the future. While challenges remain, particularly regarding tariffs and AI development, the overall sentiment surrounding Apple stock remains bullish, suggesting potential for further gains.