Jim Cramer Predicts Massive Demand for Apple's New Foldable iPhone Duo
Yahoo Finance ·
Mad Money host Jim Cramer expressed strong optimism for Apple Inc. (NASDAQ: AAPL), predicting unprecedented consumer demand for the upcoming Duo foldable iPhone. Apple posted a fiscal third-quarter 2026 revenue of $109.4 billion, marking a 16.4% year-over-year increase, alongside a 29% surge in diluted earnings per share to $2.02. iPhone revenue reached $54.25 billion, while Services achieved a record $30.74 billion, supported by an operating cash flow of $34.4 billion and a 50.1% gross margin. The debut of the foldable device targets the high-growth premium segment, potentially expanding its active installed base exceeding 2.5 billion devices. Nevertheless, analysts advise monitoring an elevated forward valuation multiple of 34.72x and potential hardware manufacturing hurdles like display panel and hinge bottlenecks.
AI 시장 분석
Apple reported third-quarter fiscal 2026 revenue of $109.4 billion, up 16.4% year-over-year, and earnings per share surged 29% to $2.02. Jim Cramer supported Apple's strength, forecasting explosive demand for the new foldable iPhone Duo. However, the high valuation of 34.72x and supply chain bottleneck risks require investor caution.
상승 영향
- Smartphones — Apple's new foldable iPhone Duo will stimulate demand in the high-growth premium device category, accelerating the overall smartphone replacement cycle.
하락 영향
- Components & Materials — Production yield issues for advanced flexible display panels and custom hinge assemblies, as well as upward pressure on component unit costs, act as short-term shipment limitation factors.
DYAX 전담 분석
Apple's third-quarter results demonstrated solid growth, driven by a record $30.74 billion in services revenue and $54.25 billion in iPhone revenue. Entry into the foldable phone market acts as an additional upgrade catalyst for an installed base of over 2.5 billion active devices, creating a causal relationship leading to mid-to-long-term revenue expansion.
The bullish scenario is that initial demand for the foldable iPhone Duo exceeds expectations and drives shipments, while the bearish scenario is production disruptions caused by shortages of hinges and flexible displays, alongside the burden of a high valuation exceeding 34x. Investors must closely monitor initial shipment indicators and component unit price trends.
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DYAX Investor Sentiment
Bullish (Long) 38% · Bearish (Short) 62%
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