Apple iPhone 17 Launch May Trigger Stock Sell-Off: Analyst Warning for Investors

Apple is preparing to launch its iPhone 17 series in September 2025, but analysts caution the event could spark a short-term dip in its stock. Here’s what investors should know.

iPhone 17 Launch 2025: What to Expect

Apple is widely expected to unveil the iPhone 17 lineup on September 9, 2025, with preorders likely to begin September 12. The new series is tipped to bring only incremental upgrades, with the biggest change being the introduction of a super-thin iPhone Air model.

According to BofA Securities analyst Wamsi Mohan, excitement around the launch remains muted compared to previous years.

Why Apple Stock May Drop Post-Launch

Despite maintaining a “Buy” rating and a $250 price target for Apple stock, Mohan warned that the launch could trigger a “sell-the-news” event.

“These events have traditionally been sell-the-news events,” Mohan noted, adding that Apple’s stock has historically pulled back after iPhone launches before recovering within 30–60 days.

This caution aligns with the classic Wall Street phrase: “Buy the rumor, sell the news.”

What Could Prevent a Sell-Off

• Mohan believes Apple’s stock could perform better than expected if the company surprises with:
• A compelling demo of Apple Intelligence (AI) and third-party integrations
• Unexpected pricing strategies, including possible hikes that may boost margins

Apple’s AI Push: Partnership With Google?

Beyond the iPhone 17, Apple is also betting big on artificial intelligence. Reports suggest the company is exploring a partnership with Google’s Gemini AI to revamp its Siri voice assistant, expected to debut next year.

Evercore ISI analyst Amit Daryanani said such a collaboration would likely be well received, as Apple has faced criticism for lagging behind AI rivals.

“A Gemini-powered Siri would accelerate Apple’s Gen AI adoption while keeping its approach less capital intensive,” Daryanani noted, while maintaining an Outperform rating and a $250 price target for the stock.

FAQs

When will Apple launch the iPhone 17?

Apple is expected to announce the iPhone 17 series on September 9, 2025.

Why is AI important for Apple right now?

AI integration, particularly with Siri, could help Apple close the gap with competitors like Google, OpenAI, and Samsung, boosting its long-term growth prospects.

Bottom Line for Investors

The iPhone 17 launch may trigger a short-term dip in Apple stock, but analysts remain optimistic about recovery within weeks. Long-term growth could hinge on Apple’s AI strategy and potential partnership with Google, making September a crucial month for both tech enthusiasts and investors.