Core Viewpoint - JPMorgan raised its price target on Apple to $315 from $305 while maintaining an Overweight rating, indicating an improving risk-reward profile ahead of upcoming earnings [1] Group 1: Stock Performance and Market Context - Apple shares underperformed the S&P 500 over the prior two months, falling 13% compared to a 1% gain for the broader index, reflecting investor concerns about gross margin pressure and potential price elasticity risks for iPhone demand [2] - Despite the underperformance, positive indicators suggest strong demand for the iPhone 17 [2] Group 2: Earnings Expectations - JPMorgan anticipates a constructive setup heading into Apple's fiscal first-quarter 2026 results, with the stock trading at approximately 30 times next-twelve-month earnings, below historical peaks observed during major iPhone product cycles [3] - iPhone revenue is expected to exceed consensus forecasts, with projected 16% year-over-year growth, marking the strongest iPhone revenue expansion since September 2021 [4] Group 3: Services and Margin Outlook - For Services, JPMorgan projects App Store revenue growth of about 7% year-over-year in fiscal Q1, below Apple's overall Services growth guidance of roughly 14%, but notes that Apple has multiple non-App Store levers to support Services growth [4] - Limited margin pressure from higher memory costs is anticipated due to Apple's long-term supply contracts and scale advantages, which typically provide more favorable component pricing [5] Group 4: Revenue and Earnings Forecast - JPMorgan forecasts a modest revenue beat and a stronger earnings beat in fiscal Q1, with a fiscal Q2 outlook calling for 10%–12% revenue growth [6] - The higher price target reflects increased earnings power and a valuation multiple more consistent with historical peaks ahead of major product cycles later in the year [6]

We kick off a new week of trading with a week of marquee earnings reports from several members of the “Magnificent 7,” including Apple (AAPL) , Microsoft (MSFT) , Meta Platforms (META)  and Tesla (TSLA) , among many others. We also have a new Fed meeting starting tomorrow and delivering an update of monetary policy Wednesday afternoon, which is almost certainly going to bring about no change from its current range of 3.50-3.75%.Durable Goods Orders Stronger for NovemberThis morning, we see a continuing curr ...

Apple (NASDAQ:AAPL) stock has been a real drag on the Magnificent Seven in the past quarter. ...

Key Takeaways The Week of "Mag 7" Reporting Earnings Starts This WeekDurable Goods Orders Improve Over ExpectationsMonday, January 26th, 2026We kick off a new week of trading with a week of marquee earnings reports from several members of the “Magnificent 7,” including Apple (AAPL) , Microsoft (MSFT) , Meta Platforms (META) and Tesla (TSLA) , among many others. We also have a new Fed meeting starting tomorrow and delivering an update of monetary policy Wednesday afternoon, which is almost certainly going to ...

Wall Street analysts expect Apple (AAPL) to post quarterly earnings of $2.65 per share in its upcoming report, which indicates a year-over-year increase of 10.4%. Revenues are expected to be $137.47 billion, up 10.6% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 0.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a comp ...

Let's talk about those tech earnings. Mandeep Singh of Bloomberg Intelligence joins us now with a preview of this week's results and a sneak peek in next week as well with Alphabet and Amazon on deck in early February. Mandy, welcome to the program.What are you focused on when these guys report later this week. Look, I mean, for me, it's always about cloud growth when it comes to the HYPERSCALERS and last quarter, we saw Microsoft hit 40% growth for their Azure business, and it was aided by, you know, that' ...

Kevin Hanks is back. Hey, there he is. CBOE pre-bell playbook.Good morning to you, Kevin, and welcome back. Great to see you. Earnings and focus.>> Good morning, Nicole. >> Yes. So, a lot going on this week.Obviously, you already mentioned the four high-profile names going out. Tesla, Meta, Microsoft, Apple. What do they all have in common.They're all off their highs, right. They all show some room between their recent all-time highs and where the stocks are trading now. A a company like Apple, they're actu ...

Major tech companies are turning to nuclear power to address energy scarcity with the current grid system and to create competitive advantages for themselves.gettyThe AI strategy for big tech companies has them investing in nuclear energy to power their ambitions while simultaneously securing a resource their competitors will struggle to access. In 2025, Google, Amazon, and Meta all signed a pledge with the World Nuclear Association to triple global nuclear capacity by 2050. A big motivation for these compa ...

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Core Viewpoint - Apple (AAPL) has experienced a decline of over 10% since the last bullish article was published, indicating a shift in market sentiment towards the company's stock [1]. Group 1: Company Performance - The previous analysis highlighted a generational demand pull for iPhones, suggesting strong consumer interest in Apple's flagship product [1]. Group 2: Analyst Background - The author has over 20 years of experience in the freight forwarding industry, which contributes to a unique perspective on market dynamics and investment psychology [1]. - The author's investment ideas are often contrarian, emphasizing thorough due diligence in research projects to provide timely and relevant information [1].