Apple's 25% Tariff Threat: Expect An About-Turn Soon

  • Apple Inc.'s current tariff headwinds are temporary, with the Trump 2.0 administration's threats unlikely to materialize into significant long-term impact. Apple is skillfully managing supply chain risks by diversifying production to India and Vietnam, mitigating potential tariff exposure. AAPL stock remains undervalued at 25x FY 2026 earnings, offering ~18% upside to a $232 price target as earnings growth accelerates.