Get ready for an ‘Awe-Dropping’ September! Apple’s major event is just around the corner, promising the new iPhone 17 and an updated Apple Watch. Analysts are buzzing about a potential upgrade supercycle and what it could mean for AAPL’s stock. Is your wallet ready for what’s coming?
The tech world is abuzz with anticipation as Apple gears up for its highly anticipated “Awe-Dropping” event, slated for September 9th, 2025. This pivotal gathering is expected to unveil a slew of new products, most notably the next-generation iPhone 17 series and a significantly updated Apple Watch portfolio, comprising the Series 11, Ultra 3, and SE 3. Market analysts are keenly observing these developments, forecasting a potential resurgence in the iPhone upgrade cycle that could significantly impact Apple’s financial trajectory.
Despite historical trends where Apple’s September product launches have had only nominal immediate impacts on its AAPL stock performance, this year appears different. Investment banks are offering encouraging outlooks, citing several compelling factors that could drive unprecedented consumer interest and, subsequently, a robust upgrade cycle. This sentiment reflects a growing confidence in the strategic timing and nature of the upcoming announcements, promising more than just incremental updates.
Goldman Sachs, a prominent voice in financial analysis, recently reiterated a “Buy” rating on Apple (AAPL Stock) with an ambitious price target of $266.00. This endorsement underscores the firm’s conviction that the forthcoming Tech Event will serve as a powerful catalyst. Their analysis moves beyond day-of stock fluctuations, focusing instead on the longer-term revenue growth potential ignited by these new product offerings, particularly the iPhone 17.
One of the primary drivers behind this optimistic outlook centers on the expected form factor updates to the iPhone 17 models. Reports suggest a new “Air” model could join the lineup, alongside a larger base screen size for the standard iPhone 17. Such design innovations are often key in motivating consumers to upgrade, offering tangible improvements and a refreshed aesthetic that differentiates the new generation from its predecessors.
Furthermore, the potential for a price increase for the high-end iPhone 17 Pro model is also being factored into market projections. While typically a point of consumer concern, analysts believe that enhanced features and the perceived value of premium offerings could justify a higher price point, contributing positively to average selling prices and overall revenue.
Adding to the favorable environment are continued carrier competition and device-related promotions. These aggressive marketing strategies by telecommunication providers frequently lower the barrier to entry for consumers, making the acquisition of new devices more attractive. Such competitive dynamics are crucial in accelerating adoption rates for major Product Launch events, like the impending iPhone 17 series.
Goldman Sachs’ projections underline this optimistic perspective, forecasting a robust 5% year-over-year growth in iPhone revenue for fiscal year 2025. This acceleration is then expected to intensify, reaching an impressive 7% year-over-year growth in fiscal year 2026. These figures paint a clear picture of the significant financial implications tied to the success of Apple’s upcoming “Awe-Dropping” event and the anticipated consumer response.
As the September 9th date approaches, all eyes remain on Apple, anticipating the unveiling of innovations that could reshape the smartphone market and significantly bolster the company’s position. The confluence of groundbreaking new products, strategic pricing, and favorable market conditions suggests that this event could indeed spark a powerful and sustained upgrade cycle for the Cupertino giant.
