Apple’s foldable iPhone is shaping up to be one of the most anticipated product launches in years, but getting your hands on one won’t be easy.
According to Kuo, Apple’s foldable “iPhone Ultra” could follow the iPhone X launch strategy
> Announced alongside the iPhone 18 Pro lineup
> Pre-orders may slip to late October
> Sales could begin in early November due to limited supply
> Apple reportedly expects only 7–8M… pic.twitter.com/3QP25fYDgp— apple files (@applefiles_) July 5, 2026
Analyst Ming-Chi Kuo of TF International Securities said Sunday that the foldable iPhone may be unveiled alongside other new models this fall, but preorders and sales could be pushed to Q4 2026 due to production constraints.
Apple stock was trading at $309 on Monday, up 0.1%, after closing Thursday up 4.8%. The stock sits near its 52-week high of $317.40.
Kuo estimates total foldable iPhone shipments in the second half of 2026 will come in at 7 to 8 million units. Just 500,000 to 1 million of those are expected in Q3.
That’s a tight supply window for what could be massive demand.
“The foldable iPhone could sell out immediately after preorders open, with delivery lead times quickly stretching 4–6 weeks or longer and remaining there through December,” Kuo wrote.
The expected price point of $2,300 to $2,500 is steep, but Kuo doesn’t think it’ll slow buyers down. He sees robust demand even at that level.
Kuo drew a comparison to the iPhone X launch in 2017, when Apple used a controlled, slow rollout to build buzz before scaling production. The foldable appears to be following that same script.
For investors, the real test comes later. Kuo says late 2026 and early 2027 is when “true demand” for the foldable can properly be assessed, once launch hype fades and supply improves.
Jefferies flagged Monday that AAPL may be “potentially range-bound” for now, as broader product demand remains hard to read ahead of the launch cycle.
Apple’s last earnings report showed $2.01 EPS, beating the $1.95 estimate, on revenue of $111.18 billion — up 16.6% year over year. The company also bumped its quarterly dividend to $0.27 from $0.26.
On the institutional side, Realta Investment Advisors raised its Apple position by 3.0% in Q1, making AAPL its largest holding at 7.1% of its portfolio, worth roughly $20.46 million.
Analyst sentiment is broadly positive. Maxim Group lifted its price target to $350, while Robert W. Baird set a $310 target. DA Davidson and Rosenblatt held neutral stances with targets of $270 and $276.
The Wall Street consensus sits at “Moderate Buy” with an average target of $314.85.
On the insider side, CFO Kevan Parekh sold 1,534 shares in April at $275, and insider Ben Borders sold 1,274 shares in May at $290.
AAPL’s market cap currently stands at $4.53 trillion, with a P/E ratio of 37.32.
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