TLDR
- Apple iPhone 17 series expected to launch September 19, 2025, with keynote announcement likely September 9
- New lineup includes iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and new ultra-thin iPhone 17 Air model
- Wall Street analysts predict potential stock selloff after announcement due to incremental upgrades rather than major innovations
- Apple exploring partnership with Google’s Gemini AI to enhance Siri capabilities, launching next year
- Apple stock currently trading at $227.16 with analyst price targets of $250 and consolidation pattern showing buy point at $260.10
Apple is gearing up for its annual iPhone refresh with the iPhone 17 series expected to hit stores on September 19, 2025. The company is following its traditional launch timeline despite Wall Street concerns about investor reactions.
The tech giant will likely announce its keynote event on Tuesday, August 26 at 8 a.m. Pacific time. This announcement comes two weeks before the expected keynote presentation.
Apple’s main event is scheduled for Tuesday, September 9 at 10 a.m. Pacific time at the Steve Jobs Theater in Cupertino. The keynote will reveal pricing, specifications, and release details for the new device lineup.
Pre-orders typically open on the Friday following the keynote, which would be September 12 at 5 a.m. Pacific time. This gives customers a week to secure their preferred models before general availability.
The iPhone 17 series will include four models this year. Apple plans to release the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max alongside a new ultra-slim variant.
The slim model may carry the iPhone 17 Air branding. This represents the biggest design change in the upcoming lineup based on current industry reports.
Market Reactions and Analyst Concerns
BofA Securities analyst Wamsi Mohan warned that Apple stock could face pressure after the iPhone 17 reveal. He maintains a buy rating with a $250 price target but expects short-term volatility.
“These events have traditionally been sell-the-news events,” Mohan noted in his client research. Historical patterns show Apple stock often drops immediately after product announcements.
The analyst expects recovery within 30 to 60 days following the initial selloff. This pattern has repeated across multiple iPhone launch cycles in recent years.
Apple stock closed Monday at $227.16, down 0.3% for the trading session. The stock remains in a consolidation pattern with technical resistance at $260.10.
Mohan sees the iPhone 17 updates as incremental rather than revolutionary. The lack of major innovations could limit investor enthusiasm compared to previous launch cycles.
AI Partnership Developments
Apple is reportedly exploring a partnership with Google for its Siri voice assistant upgrade. The collaboration would integrate Google’s Gemini AI technology into Apple’s ecosystem.
Bloomberg reported Friday that this AI-powered Siri version is scheduled to launch in 2026. The partnership would accelerate Apple’s artificial intelligence capabilities without requiring massive internal investment.
Evercore ISI analyst Amit Daryanani believes the Google partnership would address investor concerns about Apple lagging in AI development. He maintains an outperform rating with a $250 price target.
“A Gemini-powered upgrade to Siri would accelerate Gen AI adoption,” Daryanani stated. The partnership could provide Apple with competitive AI features while maintaining lower capital expenditure requirements.
The AI announcement could provide positive momentum if revealed during the September keynote. Mohan suggested that compelling AI demonstrations might help Apple stock perform better than historical post-event patterns.
Apple will also likely announce new Apple Watch models and AirPods during the September event. These products typically launch alongside the new iPhone lineup each fall.
iOS 26 will become available for download on Monday, September 15 at 10 a.m. Pacific time. The software update will support devices back to the iPhone 11.
Initial reviews from technology press are expected Tuesday, September 16 at 6 a.m. Pacific time. Additional Apple Watch reviews may follow on Wednesday, September 17.
Apple stock currently holds an IBD Composite Rating of 82 out of 99, reflecting mixed technical and fundamental indicators for the shares.
