JP Morgan Urges Investors To Heed Apple Vision Pro Customer Feedback: 'Focus On Lead Times...Is Misplaced'
Portfolio Pulse from Benzinga Neuro
J.P. Morgan analysts have advised investors to focus on customer feedback and future supply chain plans for Apple Inc.'s (NASDAQ:AAPL) new product, the Apple Vision Pro, rather than lead times. Despite the device's pre-orders pushing shipping dates to March and April, analysts believe that the early demand may not accurately reflect the device's popularity. They emphasize the importance of consumer experience and supply chain feedback for the Vision Pro 2. The Apple Vision Pro, priced at $3,499, has seen a surge in pre-orders and is considered a significant step for Apple into virtual reality.
January 23, 2024 | 6:51 am
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J.P. Morgan's guidance may shift investor focus from lead times to customer satisfaction and supply chain efficiency for Apple's Vision Pro, potentially affecting AAPL's stock performance.
While the pre-order surge for the Vision Pro indicates high interest, J.P. Morgan's advice could temper investor enthusiasm if they heed the warning to not overvalue lead times. This could lead to a more cautious short-term outlook for AAPL's stock until more concrete consumer feedback and supply chain data are available.
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