Dan Ives Declares Street Underestimates Next iPhone Launch: A Tech Tsunami Incoming?
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- September 13, 2025
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In a bold pronouncement that has sent ripples through the tech investment community, Wedbush Securities analyst Dan Ives has stated unequivocally that Wall Street's current expectations for Apple's upcoming iPhone launch are far too conservative. Speaking with conviction, Ives highlighted a significant disconnect between market sentiment and the true potential he sees for the next generation of Apple's flagship device.
According to Ives, the Street is failing to fully grasp the magnitude of the impending demand and the various catalysts poised to drive a substantial 'super cycle' for iPhone sales.
He argues that factors such as a robust upgrade cycle among existing iPhone users, coupled with anticipated innovations and enhancements in the new models, are being severely underestimated by analysts. This perspective suggests that many investors and market observers are missing the forest for the trees, focusing on short-term headwinds rather than the powerful underlying currents of Apple's ecosystem and consumer loyalty.
A key component of Ives' bullish outlook centers on the sustained strength of Apple's global ecosystem and its ability to continually capture and retain users.
Furthermore, he anticipates that the forthcoming iPhone will feature groundbreaking advancements, potentially in areas like AI integration, camera technology, or performance, which will serve as compelling incentives for upgrades. The analyst's track record of accurately predicting Apple's trajectory lends significant weight to his current assertions, suggesting that investors might be overlooking a major growth opportunity.
Should Ives' predictions hold true, Apple could be on the cusp of an even more successful product cycle than many anticipate.
This would not only translate into stronger revenue and earnings reports but could also provide a substantial boost to Apple's stock valuation. His call serves as a potent reminder for investors to look beyond conventional wisdom and consider the potential for unexpected upside when evaluating the tech giant's future performance.
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