CEDEARS ALERT: Does Apple stop being an attractive investment?

While Apple’s actions (AAPL) accumulate a strong 16% drop so far from 2025, Bank of America ratifies their confidence in the company and maintains the purchase recommendation, with a target price of US $235which would imply a potential rise in 15.6% Regarding the current contribution. Those who want to invest in that asset from Argentina can do it through Cedears.

In a recent report, bank analysts recognize that Apple’s role “is not cheap” – he says between 25x and 27x future profits– But they emphasize that The firm led by Tim Cook maintains multiple growth avenuesa solid user base, robust cash flow and a sustained program to repurchase shares and dividends.

Apple: reasons to continue buying, according to Bofa

Bank optimism is based on several key factors:

In addition, Bank of America considers that the fall of AAPL contrasts with the Raise of 1% of the S&P 500 So far this year, what could be corrected if the market looks at its fundamentals again.

“Apple remains an investment with solid foundations, with multiple catalysts for income and margins,” says the report.

Why does Apple fall?

Despite Bofa’s support, The action suffers on several fronts that generate doubts about their current assessment:

• Licage in artificial intelligencean area in which competitors such as Google and Microsoft advance faster.

• Regulatory pressures on the app storeespecially in Europe with the Digital Markets Law.

• Dependency of the agreement with Google for the predetermined search engine (more than US $20 billion annually), today in check for an antimonopoly demand in the US.

• Gross margin in backwardafter reaching a 47.1% peak and falling to a projected range between 45.5% and 46.5% for higher costs and inflation of components.

• Tariff impact: Apple anticipated a blow of U $ S900 million By rates for products manufactured in China, derived from the new commercial policies of the Trump government.

Apple: MATURE GROWTH OR VALUE?

One of the axes of the debate between analysts is whether Apple must still be considered a growth action or if it already operates as a mature company.

“Apple is valued as a growth company, but its evolution is increasingly resembled to that of a consolidated firm,” the report warns.

The background challenge will be Achieve a new expansion enginesuch as the successful development of products such as Increased reality glassesor consolidate your proposal in artificial services and intelligence. If you do not achieve it, there could be pressure for the market to adjust its multiple and review future expectations.

Does it should be invest in Apple from Argentina?

For Argentine investors interested in Apple, there are options such as Yieldsthat allow us to expose themselves to the action without opening an account abroad. Through these instruments, global companies can be accessed from the Buenos Aires Stock Exchange, in pesos, and with implicit exchange coverage.

With the action in low, an upward projection of 15% and solid foundations in the long term, Bank of America considers that AAPL is still a purchase opportunityalthough not exempt from risks.