J.P. Morgan’s Week 2 Apple Product Availability Tracker shows iPhone 18 Pro lead times expanding by 16 days week-on-week, with both Pro SKUs now tracking in line with the iPhone 17 cycle in the US and Europe. China remains the only region still below prior-year levels, though the gap for the Pro has narrowed to 3 days. The bank maintains an Overweight rating on Apple (AAPL), with the stock at $336.13 as of 18 September 2026.
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