Meta’s Ray‑Ban Display isn’t a daily‑wear threat to Apple yet, says Oppenheimer. UBS tracking shows launch‑week iPhone 17 wait times easing. Morgan Stanley’s bull case models 270M iPhone units in 2026.

Quick Take

What changed — Multiple analyst notes dropped today: Oppenheimer says Meta’s new Ray‑Ban Display glasses aren’t a near‑term threat to Apple’s hardware moat; UBS Evidence Lab tracking shows iPhone 17 demand past the initial launch peak with shorter wait times; Morgan Stanley’s bull case pencils ~270M iPhone shipments in 2026 .

Why it matters — Near‑term, Apple’s core hardware looks insulated from smart‑glasses hype; iPhone 17 momentum is normalizing after launch; long‑term unit scenarios remain optimistic but assumption‑heavy .

Oppenheimer: Smart‑Glasses Won’t Den

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