Apple Inc. delivered strong Q4 '25 results, beating earnings and revenue estimates, driven by robust iPhone 17 adoption and record Services revenue. AAPL's Services segment achieved 15% year-over-year growth, now comprising 28.1% of total revenue, highlighting its increasing importance to Apple's business model. Despite a positive Q1 '26 outlook and continued profitability, AAPL shares are trad...
Apple Inc. shares have outperformed the S&P 500 since my previous piece, driven by easing tariff risk and AI optimism. Recent gains in AAPL are attributed to improved sentiment on AI potential and valuation multiple expansion. AI represents both a threat and an opportunity for AAPL, and it is too early to say for sure how AI will impact the company.
US stocks are mixed in pre-market trading, with Amazon surging after strong earnings, Apple showing mild softness but maintaining support near $260, and Google holding firm with bullish momentum and steady buying opportunities on pullbacks.
Apple has been Berkshire's largest holding for close to a decade, while Coca-Cola is one of the oldest holdings. American Express' two-way business model allows it to capture revenue from merchants and cardholders.
Apple Inc. delivered mixed fiscal Q4 results, with a narrow revenue beat and strong EPS driven by robust services performance. Despite iPhone and Greater China revenue misses, AAPL's services segment continues to expand profitably, supporting a bullish long-term outlook. Guidance for 10-12% YOY growth next quarter and a strong iPhone 17 cycle bolster confidence in future performance.
Apple is trading for 33 times forward earnings, but growing a lot more slowly than that. The stock has hit new intraday highs for five consecutive trading days.
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