Goldman Sachs reiterated its 'Buy' rating and $320 price target for Apple Inc. on December 3, 2025. The endorsement came despite data from Sensor Tower indicating a deceleration in App Store spending growth for November 2025, which saw a 6% year-over-year increase, down from 9% in October. The slowdown was primarily attributed to a 2% year-over-year decline in the Games category. Despite this, Goldman Sachs expressed confidence that other service categories like iCloud+, AppleCare+, Apple Music, and Apple Pay would support Apple's overall Services revenue growth, which the company had projected to be in line with the previous fiscal year's 14% increase. This analyst rating comes as Apple's stock trades near its 52-week high. The firm's positive outlook suggests a belief in the resilience of Apple's ecosystem and its ability to generate growth from diverse service streams, even as key areas like the App Store show signs of moderating growth.
Goldman Sachs Maintains 'Buy' Rating on Apple Despite App Store Slowdown