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Apple Dips Ahead of Earnings as Klarna‑backed Upgrade Plan Debuts
finance26 days ago

Apple Dips Ahead of Earnings as Klarna‑backed Upgrade Plan Debuts

Apple’s stock fell nearly 2% in regular trading before its June-quarter earnings, as analysts foresee revenue rising about 15.5% to roughly $108.65 billion and iPhone sales growing around 20.8%, with gross margin expected to slip to about 47.9%. The company also launched Apple Upgrade, a Klarna‑administered leasing program offering iPhone and Apple Watch leases (and longer terms for Macs and iPads) starting at $17.99 and $11.99 per month respectively, aimed at driving more upgrades through Apple’s direct channels, though the program’s financial impact isn’t yet quantified.

via finance.yahoo.com|
#aapl#apple#earnings
Apple Rallies After Strong Q2, Analysts Boost Price Targets
market-news3 months ago

Apple Rallies After Strong Q2, Analysts Boost Price Targets

Apple beat Q2 FY26 with EPS of $2.01 on $111.2 billion in revenue, led by iPhone 17 demand, sending the stock up over 3%. Analysts raised price targets to about $310–$330, highlighting momentum and upcoming product cycles, with a consensus Moderate Buy and an average target around $310.95 (~11% upside). Investors also eye events like the developer conference and potential foldable iPhone as sources of further upside.

via TipRanks|
#aapl#apple#earnings
Morgan Stanley Lifts Apple Target After Strong Q2 Readout
business3 months ago

Morgan Stanley Lifts Apple Target After Strong Q2 Readout

Following Apple's robust March quarter, Morgan Stanley's Eric Woodring lifts AAPL's price target from $315 to $330 and reiterates an Overweight rating, citing solid topline growth, margin expansion to 49.3%, and stronger June guidance. Apple posted revenue of $111.18B (+16.5% YoY) and EPS of $2.01, with iPhone revenue of $57B and China revenue of $20.5B; Services grew 16.3% YoY and free cash flow is projected to rise about 53% in FY26. With a broad bullish consensus and a target around $311, the stock could rise roughly 9% over the next year.

via TipRanks|
#aapl#apple#business
Top Investor Urges Caution as Apple Enters CEO Transition
market-news3 months ago

Top Investor Urges Caution as Apple Enters CEO Transition

Apple’s Tim Cook has driven the company from a roughly $350B valuation in 2011 to about $4T, but with Cook’s planned exit, a top investor argues it may be prudent to cash out at a premium amid concerns over iPhone replacement cycles, Vision Pro demand, and a global memory-chip shortage; despite the caution, Apple posted its best quarter yet (Q2 GAAP EPS $2.01, revenue $111.18B, up 16.5%), and Wall Street remains mixed with a Moderate Buy consensus and a ~10% upside to a $299.80 12-month target.

via TipRanks|
#aapl#apple#market-news
Apple to Gain Market Share as 2026 Smartphone Slump Hits IDC Forecast
business5 months ago

Apple to Gain Market Share as 2026 Smartphone Slump Hits IDC Forecast

IDC forecasts the global smartphone market will fall 12.9% in 2026 to about 1.12 billion shipments due to rising memory chip prices, marking a record decline, but Apple and Samsung are expected to gain market share. The average selling price is seen rising about 14% to $523 as manufacturers push higher-margin models, with low-end Androids most affected. Apple recently posted a strong December quarter with iPhone revenue up about 23%, and analysts’ consensus on AAPL remains a Moderate Buy with roughly 12.7% upside to around $307.55.

via TipRanks|
#aapl#business#idc
Ives Sees Apple’s AI Push Delivering Big Upside for AAPL
market-news6 months ago

Ives Sees Apple’s AI Push Delivering Big Upside for AAPL

Wedbush analyst Daniel Ives says Apple’s evolving AI push—headlined by a revamped Siri, AI platform for developers, and a Google Gemini partnership—could unlock meaningful upside for Apple stock in 2026, with AI monetization potentially adding $75–$100 per share. He maintains an Outperform/Buy rating with a $350 price target, signaling ~34% upside, and argues the market underestimates the impact of Apple’s consumer AI rollout despite past AI delays.

via TipRanks|
#aapl#ai#apple
Apple AI Push Keeps Street-High $350 Target, Ives Says
market-news6 months ago

Apple AI Push Keeps Street-High $350 Target, Ives Says

Wedbush’s Daniel Ives reiterates a street-high $350 price target for Apple, calling the recent stock selloff unwarranted and arguing Apple’s AI strategy—centering on an upgraded Siri and an AI-powered subscription—could unlock significant value. With billions of devices installed and firm momentum on AI monetization, Ives sees upside of roughly 32% to the target, despite a prior delay scare. The stock’s current consensus remains a Moderate Buy with upside potential around the mid-teens, and Apple is positioned for a 2026 rollout after this year’s AI push.

via TipRanks|
#aapl#ai#apple
PayPal Slides on 2026 Outlook as New HP CEO Takes the Helm
market-news6 months ago

PayPal Slides on 2026 Outlook as New HP CEO Takes the Helm

PayPal shares fell over 16% in pre-market trading after a Q4 earnings miss and a weak 2026 profit outlook. Adjusted EPS came in at $1.23 vs $1.29 expected, with revenue of $8.68B versus $8.80B expected. For FY26, the company guided to EPS of about $5.75, a touch above consensus ($5.73). Branded checkout growth slowed to 1% in Q4 amid softer U.S. consumer spending and competitive pressure. Enrique Lores, current HP CEO, will become PayPal’s president and CEO on March 1, with CFO/COO Jamie Miller as interim. TipRanks still labels PYPL as Hold with a target near $65.76, implying roughly 25% upside.

via TipRanks|
#aapl#googl#hpq
Apple signals resilient margins as memory costs loom
industries6 months ago

Apple signals resilient margins as memory costs loom

Apple forecast gross margins of 48%–49% for the March quarter, above December’s 48.2% and the 47.3% consensus, aided by a favorable mix of high‑margin hardware and Services growth (a record $30 billion in the December quarter). Memory pricing is rising and could pinch margins, but Cook said Apple will look at a range of options to mitigate it. Strong iPhone momentum and the Services pull helped support margins, and the stock rose about 1% in after-hours trading.

via MarketWatch|
#aapl#apple-inc#gross-margins
AI-Driven Upsell Could Lift Apple’s Q1 2026 Earnings
market-news6 months ago

AI-Driven Upsell Could Lift Apple’s Q1 2026 Earnings

TipRanks’ analysis suggests Apple could post a strong fiscal Q1 2026 earnings beat thanks to the iPhone 17 upsell, a growing AI-driven upgrade cycle (Apple Intelligence and Siri 2.0 with Gemini), and resilient Services margins, with revenue guidance around $137–$139 billion and EPS near $8.27. Despite a high valuation, double‑digit EPS growth appears sustainable through the early 2030s, aided by China growth and a roughly 16% potential upside to a $298.84 price target.

via TipRanks|
#aapl#ai#apple