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Apple iPhone 17 demand past the peak, says UBS

UBS analyst David Vogt says the firm’s “Evidence Lab” data that tracks iPhone availability across 30 geographies suggests that wait times for the iPhone 17 Base model remain elevated year over year across geographies but are notably flattish to down for the second consecutive week across the lineup. The firm, which has a Neutral rating on Apple (AAPL) with a $220 price target believes iPhone demand is past the peak.

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