Results for: Market Demand

Goldman Sachs has reaffirmed its Buy rating on Boeing (BA) shares, citing the company’s strong demand and long-term growth potential. Despite current production disruptions, Goldman Sachs believes Boeing will overcome these challenges and accelerate production to meet market demand. The aerospace giant’s recent performance has seen strong free cash flow, defense and services margins, providing confidence in its financial position. While uncertainties remain, Goldman Sachs emphasizes the enduring demand for Boeing’s aircraft and its undervaluation based on its potential. InvestingPro Insights further highlights Boeing’s scale and growth potential, but also acknowledges its profitability challenges and analysts’ downward earnings revisions.

Apple has significantly reduced its Vision Pro shipment estimates, with analyst Ming-Chi Kuo attributing the decline to a sharp drop in demand within the United States. Consequently, Apple has reassessed its headset business strategy and may delay the release of a second-generation Vision Pro in 2025.

Apple has significantly reduced its projected shipments of Vision Pro units for 2024, citing weak demand in the United States. Analyst Ming-Chi Kuo predicts a drop from an initial target of 700-800k units to just 400-450k units, even before the headset’s launch in non-US markets. This decline suggests that Apple’s expectations for the device’s popularity have been greatly diminished.