Is Demand for Apple’s iPhone 18 Pro Weakening? Jefferies Reports Shorter Delivery Times and Order Cuts

yf_tkr_AAPL · 2026-10-24 · Bearish AI sentiment

$AAPL

What does Jefferies say about demand for the iPhone 18?Jefferies believes demand for Apple’s (NASDAQ:AAPL) iPhone 18 Pro and iPhone 18 Pro Max is showing further signs of slowing, based on delivery times, resale prices and information from the company’s supply chain. In a research note published Monday, analyst Edison Lee said the firm’s monitoring indicated weaker underlying demand for Apple’s latest premium smartphones.

Sector coverage: Technology · Consumer Electronics

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