Price Hike or Profit Play in Smartphones For This Company

A product refresh is near, and the real question is pricing. If higher sticker prices or shifts in storage land, monitor mix and margins closely into the holiday.

Never Miss a Stock Alert Again!

We now send our daily picks via SMS too — so you’ll get the same high-conviction ideas, even if you miss the email.

👉 Click here to get stock picks by text and stay in the loop, always.

Apple | AAPL

Price: $239.78

The coming iPhone 17 launch is the central story here. Analysts expect Apple to showcase slimmer designs, upgraded chips, and AI features that may nudge average selling prices higher.

Some predict Apple will raise prices outright, while others believe it could quietly lift ASP by dropping lower-storage tiers.

Shares closed at $238.47, down about 2% for the year, yet the $3.5T company remains a bellwether.

Tariff costs already added nearly $800M in the June quarter and could reach $1.1B this quarter. Investors will watch if Apple absorbs those costs or passes them to consumers.

Why it matters: Even modest price changes, if paired with stable upgrade demand, can expand gross margins and reinforce Apple’s services-driven cash flow story heading into the holiday quarter.

Dollar Tree | DLTR

Price: $100.25

Second-quarter earnings surprised with adjusted EPS of $0.77, nearly double forecasts. Revenue grew 12% to $4.6B, powered by 6.5% comp-store gains.

Despite the beat, shares slipped as traders focused on guidance language and macro headwinds.

The key swing factor is traffic from higher-income shoppers, along with expansion into delivery partnerships such as Uber Eats.

Management lifted full-year comp growth to 4–6% and EPS to $5.32–$5.72. Shares trade around $102, up a third this year but still volatile after the recent pullback.

Why it matters: Discount retail is built for slowdowns. If Dollar Tree sustains comp growth while defending margins, it could remain one of the most resilient consumer plays into year-end.

Smart Picks (Sponsored)

5 Data-Driven Stocks Positioned for Strong Growth—Download the Report Now

Most portfolios deliver “average.”

But if you’re reading this, you’re not after average.

That’s why our team just unveiled 5 carefully selected stocks with the potential to deliver massive upside.

What sets them apart?

• Fundamentals that suggest staying power

• Technical indicators showing breakout potential

Past reports from this series have highlighted stocks that posted gains of +175%, +498%, and even +673%.¹

Now, it’s your chance to see the latest 5 picks—completely free.

[Click here to claim your copy before midnight tonight]

Extraordinary opportunities don’t come often. Don’t miss this one.

*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Campbell Soup | CPB

Price: $32.66

Campbell beat on Q4 EPS at $0.62 vs $0.56 expected, though revenue came in light at $2.32B. Shares have slumped nearly 20% this year, hovering near $33, close to the 52-week low.

The company is expected to report flat-to-down sales and a double-digit EPS decline for fiscal 2026, signaling pressure ahead.

What’s working: Sovos Brands integration and product innovation now drive about 3% of sales growth, while cost savings remain on track.

What’s not: tariffs and inflation could shave 4% off product costs, forcing heavier promotional spend.

Investors are weighing whether Campbell’s 4.6% dividend yield justifies holding through weaker earnings.

Why it matters: For income-focused investors, CPB still offers dependable cash returns.

But upside relies on management offsetting margin erosion and reviving growth in its core soup and sauce categories.

IonQ | IONQ

Price: $42.11

Quantum computing remains a frontier story, and IonQ is one of the most visible pure plays.

Shares have pulled back to $40.97 but are still up more than 400% in the past year, a run that reflects enormous expectations rather than current fundamentals.

The opportunity is undeniable, IonQ is positioning its trapped-ion systems for real commercial workloads.

Yet scale and profitability are still years away.

Nvidia’s push into quantum research highlights competition and underscores the need for IonQ to prove customer adoption and repeat bookings.

Why it matters: Momentum traders love the volatility, but longer-term investors need to see stable revenue and margin pathways.

Without that, IonQ risks being more of a story stock than an enterprise solution.

Intuitive Surgical | ISRG

Price: $454.52

The robotics leader is wrestling with tariffs even as it launches its next-gen da Vinci 5 system.

Management flagged a 100 bp hit to margins in 2025 that could climb in 2026 if tariffs persist. Shares at $441 are down 16% year to date, reflecting both cost concerns and technical weakness.

The long-term story is intact: procedure growth, consumables, and an expanding installed base continue to underpin revenue.

Yet short-term sentiment is cautious, especially with shares below key moving averages and tariff headlines clouding visibility.

Why it matters: If Intuitive sustains utilization growth while managing tariff drag, investors may look past near-term margin pressure.

A breakthrough with da Vinci 5 adoption could reignite momentum.

Across hardware, staples, value retail, frontier compute, and medtech, the common thread is pricing power.

The winners this fall will be the companies that pass costs surgically, protect mix, and keep customers engaged.

Stat of the Day - 5.3 million
That is how many Americans were hired in July. Job openings ticked down to 7.2 million and layoffs stayed near 1.1%, suggesting a cooler but still functioning labor market as we head into fall.