Iphone se 4 Apple May Unveil a New iPhone Tomorrow, But Will It Lift the Stock?
Apple Set to Unveil New Product—But Will It Move the Stock?
Apple (AAPL -0.05%) is gearing up for a major product announcement tomorrow, but investors may not be in for any surprises.
Apple event 2025 Last week, CEO Tim Cook teased the upcoming launch in an X post, writing, “Get ready to meet the newest member of the family.” While the message left customers and investors guessing, industry insiders believe Apple will introduce the latest version of the iPhone SE—a budget-friendly alternative to its flagship models.
According to a recent Bloomberg report, Apple is expected to announce the iPhone SE’s release soon. The company has yet to respond to inquiries regarding the speculation.
What to Expect from the New iPhone SE
Unlike the premium iPhone models, the SE retains a home button and features a single-camera design. The current SE runs on the A15 Bionic chip, whereas Apple’s upcoming iPhone 16 series is expected to use the A18 chip.
First introduced in 2016 and later refreshed in 2020 and 2022, the SE has long served as a more affordable entry point into Apple’s ecosystem. Tomorrow’s announcement could reveal key upgrades, including the removal of the home button and the integration of Apple’s artificial intelligence software, powered by the A18 chip.
Additionally, Bloomberg suggests that the SE may be Apple’s first device to incorporate an in-house cellular modem chip, potentially replacing Qualcomm (QCOM +0.82%) components. If true, this move would signal Apple’s shift toward self-reliance in 5G technology, potentially reducing Qualcomm’s business with Apple by 2026.
The iPhone SE 4 Price is rumored to launch in early 2025, likely in March, with a starting price of $499. It is expected to feature significant upgrades, including the A18 chip, 8GB of RAM, Apple Intelligence support, and a 6.1-inch OLED display. The design may resemble the iPhone 14, with Face ID, USB-C charging, and a 48MP main camera. It is also expected to support 5G and come with Apple’s in-house 5G modem for improved connectivity
Wall Street’s Take on Apple’s Stock
Despite the upcoming launch, analysts aren’t expecting much of a stock surge. UBS analyst David Vogt maintains a Neutral rating on Apple, setting a price target of $236. He noted that supply chain trends and sales projections already factor in the anticipated SE release.
Vogt also speculated that the new iPhone SE4 could see a price hike to $499, up from the current $429, thanks to upgraded hardware and the potential addition of Apple Intelligence.
Apple Stock Performance
As of Tuesday, Apple shares were trading at $244.52, remaining flat for the day. While the stock has dipped 2.3% in 2024, it has gained 34% over the past year.
Currently, Apple trades at 32 times its expected earnings over the next 12 months, exceeding its five-year average of 26.8. For comparison, the S&P 500 (SPX +0.24%) trades at a forward earnings multiple of 22.4.
Given Apple’s lofty valuation and Wall Street’s certainty about tomorrow’s announcement, the company will need to deliver something truly groundbreaking to significantly boost its stock price.
