Apple's keynote event for the year is now in the rear-view mirror and, predictably, Wall Street analysts have started going public with their number-crunching exercises for the new iPhone lineup, leading to some interesting inferences.

For one, Wedbush analyst Dan Ives senses a massive pent-up demand for the new iPhone 17 lineup:

"We estimate roughly 315 million iPhone users of 1.5 billion users worldwide have not upgraded their phones in over 4 years speaking to an upgrade opportunity on the horizon ..."

As such, Ives still expects a supercycle for Apple to materialize in the next 12 to 18 months, aided by an expected Apple Intelligence revamp in the spring of 2026 .

Meanwhile, Evercore ISI analyst Amit Daryanani believes the new Apple Watch might be eligible for an HSA-appro

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