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TechRunning 1d ↳ Jefferies Says Apple Killed All-Glass iPhone; Bloomberg Says It's Still On Track

Jefferies downgrades Apple on canceled all-glass iPhone

Investment bank cuts rating to underperform citing supply chain checks showing planned premium iPhone model canceled.

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Jefferies downgrades Apple on canceled all-glass iPhone
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Conversation activity · last 2 days peak 16/hr

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Summary, timeline and people extracted by Claude from 21 items across 5 sources · 52m ago. Quotes are verbatim.

Jefferies downgraded Apple Inc. to an underperform rating on August 10, citing supply chain checks indicating that a planned all-glass iPhone—reportedly tied to the company's 20th anniversary—has been canceled. The downgrade is part of a broader wave of bearish sentiment toward Apple, with concerns about higher-priced iPhone roadmap challenges.

  • Jefferies downgraded Apple to underperform on August 10, 2026, citing supply chain intelligence showing cancellation of a planned premium all-glass iPhone.
  • The canceled iPhone was reportedly intended as a 20th anniversary special model, representing a setback to Apple's higher-priced product roadmap.
  • The downgrade reflects broader bearish sentiment toward Apple and concerns about execution of premium device strategy.

How it unfolded

  1. Reaction Coverage spreads across financial media

    The downgrade and iPhone cancellation rumor propagate widely across tech and financial news outlets, with price target cut to $263.66 mentioned.

  2. Event Jefferies downgrades Apple

    Jefferies downgraded Apple to underperform rating, citing supply chain checks showing a planned all-glass iPhone has been canceled.

  3. Report All-glass iPhone cancellation reported

    Multiple outlets report that Jefferies' downgrade is based on supply chain intelligence indicating the all-glass iPhone—described as a 20th anniversary product—will not launch as planned.

What people are saying verbatim

“Apple Inc. was downgraded to an underperform rating at Jefferies, in the latest example of growing bearishness toward the company.”

Bloomberg Tech, News outlet · Bloomberg ↗ · Aug 9

“Jefferies downgrades Apple, says supply chain checks indicate a planned all-glass iPhone is canceled”

CNBC, News outlet · CNBC ↗ · Aug 9