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# Apple: Quantifying The Impact Of 25% Tariffs On Gross Margins (Archive)
- URL: https://www.huntingalphas.com/apple-quantifying-the-impact-of-25-tariffs-on-gross-margins-archive/
- Published: 2025-05-27T15:55:00.000Z
- Updated: 2026-02-28T17:19:40.000Z
- Description: Trump’s tariff threats erode Apple’s margins while stagnant iPhone growth limits upside
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, AAPL, Consumer

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Trump's proposed 25% tariffs on Apple products made outside the US could erode gross margins by up to 490bps, invalidating my earlier margin expansion thesis.
- iPhone 16 Plus adoption rates are underperforming vs prior series, and iPhone revenue growth remains stagnant, with recent iPhone sales this year missing consensus expectations.
- AAPL stock is at relative fair value vs its comps so there's not much margin of safety for buys.
- The AAPL vs S&P500 charts show no bullish signals yet; it still has some small downside potential as it moves toward a monthly support level.

Read the full article [here](https://seekingalpha.com/article/4790177-apple-quantifying-the-impact-of-25-percent-tariffs-on-gross-margins?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*