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]

Welcome to Market Catalyst. I'm Julie Hman broadcasting from a snowy New Jersey today. Um and we are watching markets today ahead of a very very busy trading week of various events from the Federal Reserve's meeting at which it's not expected to change rates to earnings from four of the seven magnificent seven stocks and earnings from many many more companies as well. It's really expected to ramp up on Tuesday in terms of the earnings reports after a quiet Monday. A quiet Monday by the way in which we are s ...

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

Key Points Warren Buffett stepped down as CEO of Berkshire Hathaway at the end of 2025. But his investing legacy continues through Berkshire's various holdings. Buffett likes stocks with strong competitive moats and global brand names. 10 stocks we like better than Apple › In just a couple of weeks, we'll see the final moves that Berkshire Hathaway made to its venerable portfolio under the direct guidance of Warren Buffett, the legendary investor who stepped down as CEO at the end of 2025, after ...

Key Takeaways LOGI launched Rally AI Camera and Pro to improve video meetings in boardrooms and large hybrid spaces.Logitech's AI framing, dual cameras and hybrid zoom aim to enhance speaker tracking and room coverage.LOGI continues innovating with products like Muse and Solar keyboards to support evolving work setups.Logitech International S.A. (LOGI) has launched two new conference cameras, Rally AI Camera and Rally AI Camera Pro, designed to improve video meetings in large spaces like boardrooms, classro ...

周一，苹果(AAPL.US)涨逾2%，报254.67美元。消息面上，苹果公司将于1月29日(周四)美股盘后公布 2026财年第一季度业绩。苹果预计将实现稳健的营收、净利润和每股收益增长。市场目前预计，苹果 Q1营收将同比增长11.3%至1384.2亿美元，净利润将同比增长8.4%至393.8亿美元，每股收益将同比增长 11.2%至2.67美元。 对于苹果2026财年第一季度财报，焦点将再次落在iPhone需求上，尤其是在中国。苹果在中国面临定价 压力和本土竞争对手的挑战。投资者希望看到近期促销活动和产品更新是否支撑了假日季的销量，以及 平均售价是否保持稳定。尽管苹果不再披露销量，但地区收入趋势将被密切关注，以作为潜在需求的参 考。iPhone仍是苹果最大的单一产品类别，并驱动其他产品和服务生态系统的参与度。 ...

对于苹果2026财年第一季度财报，焦点将再次落在iPhone需求上，尤其是在中国。苹果在中国面临定价 压力和本土竞争对手的挑战。投资者希望看到近期促销活动和产品更新是否支撑了假日季的销量，以及 平均售价是否保持稳定。尽管苹果不再披露销量，但地区收入趋势将被密切关注，以作为潜在需求的参 考。iPhone仍是苹果最大的单一产品类别，并驱动其他产品和服务生态系统的参与度。 智通财经APP获悉，周一，苹果(AAPL.US)涨逾2%，报254.67美元。消息面上，苹果公司将于1月29日 (周四)美股盘后公布2026财年第一季度业绩。苹果预计将实现稳健的营收、净利润和每股收益增长。市 场目前预计，苹果Q1营收将同比增长11.3%至1384.2亿美元，净利润将同比增长8.4%至393.8亿美元，每 股收益将同比增长11.2%至2.67美元。 ...

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 ...

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...

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].