Apple iPhone Duo pre-order delivery dates now extend into January 2027. Analysts interpret these extended lead times as a sign of robust consumer demand. Potential supply constraints for the new form factor may also contribute to the delays.
Apple stock rose over 2% this week. This gain represents the stock's best weekly performance since the product's September launch.
Evercore ISI analysts reiterated an Outperform rating following the launch. The firm expects the new device to increase average selling prices and total revenue. Deepwater Asset Management’s Gene Munster noted the delays increase confidence in his sales estimates.