With the earliest possible trial date start likely in late 2026, analysts are generally nonplussed by the Department of Justice omnibus antitrust suit and are telling investors to stick with Apple.
With the earliest possible trial date start likely in late 2026, analysts are generally nonplussed by the Department of Justice omnibus antitrust suit and are telling investors to stick with Apple.
The Department of Justice suing Apple has made headlines around the world, with initial reports all emphasizing the accusations. Beyond the first news reports, though, the news cycle has moved on to analyzing the details.
As you’d expect, in notes seen by AppleInsider and in interviews on television, stock analysts and investment firms have been examining the allegations. They are mostly coming to the same conclusions.
Gene Munster
Analyst Gene Munster says that he believes the DoJ is really targeting Apple’s Services division, which he describes as the juiciest part of the company’s profits.
Munster points out that Apple is far from the first firm to be sued by the DoJ, which he says is doing its job of working to keep large companies in check. But ultimately he thinks this particular case will come to little.
That’s partly because any regulation of large companies is difficult. However, it’s also because despite the DoJ treating Apple as a bad actor forcing people to buy its products, the truth is that users are happy with Apple’s devices.
JP Morgan
Investment firm JP Morgan says that the DoJ’s suing Apple is hardly unexpected, but that the scope of the suit was surprising. Attacking Apple on so many fronts means that it will take more company effort to refute the accusations, and it will hang over its work for years.
Then having a very broad attack on Apple’s businesses, also means that a clear result is unlikely to be quick.
