Microsoft Corporation (NASDAQ:MSFT) is one of the most promising future stocks to buy now. On February 6, Barclays reiterated a Buy rating on Microsoft Corporation (NASDAQ:MSFT) and set a price target of $600. Microsoft (MSFT) Stock: Truist Raises Price Target to $675, Reiterates Buy In another development, Reuters announced on February 5 that Britain will work with Microsoft Corporation (NASDAQ:MSFT), experts, and academics for the development of a system that detects deepfake material online, marking a ...

The Boeing Company (BA), headquartered in Arlington, Virginia, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services. Valued at $177.6 billion by market cap, the company’s global presence spans over 150 countries, serving top clients like NASA, the U.S. Department of Defense, and major airlines. Shares of this aerospace giant have outperformed the broader market over the past ...

January 30, 2026 06:38 AM GMT Apple, Inc. | North America F1Q26 Earnings — A Clearer Line Of Sight to $10 In FY27? Source: Company data, Morgan Stanley Research We believe so, as iPhone is outperforming our above-Street ests, and Product mix appears to be an underappreciated offset to growing memory headwinds. Services outperformance should also quell App Store concerns. Not fully out of the woods yet, but we feel incrementally better about ROY setup. Key Takeaways Are we all under-estimating the power of t ...

Core Insights - Apple reported fiscal first-quarter results that exceeded Wall Street expectations, driven by a sharp rebound in iPhone demand, with earnings of $2.84 per share surpassing the Zacks Consensus Estimate of $2.65 per share and the previous year's $2.40 per share [1] - Revenues increased by 16% year over year to $143.76 billion, beating the Zacks Consensus estimate by 4.32%, and gross margin reached 48.2%, exceeding consensus estimates of 47.5% [1] Segment Performance - iPhone revenue surged 23% year over year to $85.27 billion, reflecting strong demand for the iPhone 17 lineup [3] - iPad revenue rose 6% to $8.60 billion, surpassing forecasts due to strong demand from first-time buyers [3] - Mac revenue fell 7% annually to $8.39 billion, missing estimates despite the launch of updated MacBook Pro models [4] - Wearables, Home and Accessories segment revenue declined 2% year over year to $11.49 billion, below Wall Street estimates [4] - Services revenue grew 14% to $30.01 billion, roughly in line with expectations, driven by growth in subscriptions and advertising [4] Outlook - For the current quarter, Apple expects revenue growth of 13% to 16% year over year, implying sales between $107.8 billion and $110.66 billion, well above the Zacks Consensus Estimate of $102.89 billion [5] - Management cautioned that iPhone supply will remain constrained [5] Geographic Performance - Apple achieved standout results in Greater China, where revenue surged 38% to $25.53 billion, marking the best iPhone quarter in history for the region [6] - In India, Apple posted an all-time revenue record with strong double-digit growth, highlighting the country's significance as the second-largest smartphone market [6] Investment and AI Strategy - Apple announced a partnership with Google to integrate the Gemini AI model into Apple Intelligence, although its AI spending is lower than peers like Microsoft and Meta [7] - R&D spending rose sharply to $10.89 billion from $8.27 billion, reflecting increased investment in future technologies [9] Supply Chain and Cost Pressures - Apple acknowledged ongoing supply constraints, particularly in advanced chip manufacturing, and expects rising memory prices to have a greater impact in the current period [10] - Management is evaluating options to manage higher component costs amid an AI-driven global memory shortage [10] Market Position and Future Prospects - The long-term viability of Apple's premium pricing for the iPhone is under question if AI capabilities are adopted faster by competitors [11] - Growth potential in the Indian market remains significant, with rumors of a debut for Apple's first folding phone in 2026 [12]

Summary of Apple Inc. (AAPL) Conference Call Company Overview - **Company**: Apple Inc. (AAPL) - **Market Cap**: $3.8 trillion - **Current Price**: $258.28 - **Target Price**: $330.00 - **Upside Potential**: 27.8% [1][24] Key Financial Highlights - **F1Q26 EPS**: $2.84, beating GS/consensus estimates of $2.66/$2.67 [1][17] - **Total Revenue**: $143.8 billion, exceeding GS/consensus of $137.4 billion/$138.4 billion [1][22] - **iPhone Revenue**: $85.3 billion, a 23% year-over-year increase, surpassing GS/consensus of $78.0 billion/$78.2 billion [1][22] - **Services Revenue**: $30.0 billion, a 14% year-over-year growth, in line with expectations [1][22] - **Gross Margin**: Achieved record gross margins of 48.2%, above consensus of 47.4% [1][18] - **Operating Expenses (opex)**: Expected to be $18.4-$18.7 billion, marking the first quarter-over-quarter increase in opex [1][19] Growth and Demand Insights - **iPhone Demand**: Strong global demand, particularly in China with a 38% year-over-year revenue increase [1][16] - **Product Mix**: Favorable revenue mix with higher contributions from Services and iPhone [1][18] - **Supply Constraints**: Advanced 3nm SOC constraints may delay the launch of iPhone 18 and iPhone Air 2 to Spring 2027 [1][16] Future Guidance - **F2Q26 Revenue Growth**: Expected between 13-16% year-over-year, beating consensus of 10% [1][19] - **Gross Margin Outlook**: Anticipated to be between 48-49%, reflecting the impact of rising memory costs [1][19] - **Services Growth**: Expected to maintain a growth rate similar to F1Q26 at 14% year-over-year [1][19] Risks and Challenges - **Consumer Demand**: Potential weakening due to macroeconomic conditions, impacting iPhone upgrade cycles [1][25] - **Supply Chain Disruption**: Risks associated with geopolitical tensions affecting global trade [1][26] - **Intensifying Competition**: Competing in various sectors with significant investment from rivals [1][27] - **Regulatory Risks**: Increased scrutiny in major markets could impact competitive advantages [1][28] Investment Thesis - **Buy Rating**: AAPL is rated as a Buy, with a focus on the strength of the Apple ecosystem and revenue visibility [1][32] - **Services Growth**: Expected to drive gross profit growth over the next five years, supporting a premium valuation [1][32] - **Recurring Revenue Opportunity**: The durability of Apple's installed base is expected to enhance revenue growth through increased service and product attachments [1][32] Conclusion Apple Inc. continues to demonstrate strong financial performance with robust iPhone demand and record gross margins. The company is well-positioned for future growth, although it faces risks related to consumer demand and supply chain challenges. The investment thesis remains positive, emphasizing the strength of the Apple ecosystem and the potential for service-driven revenue growth.

Core Insights - Apple reported a revenue of $143.76 billion for the quarter ended December 2025, marking a 15.7% increase year-over-year and exceeding the Zacks Consensus Estimate by 4.32% [1] - The earnings per share (EPS) for the quarter was $2.84, up from $2.40 in the same quarter last year, representing a surprise of 7% over the consensus estimate of $2.65 [1] Revenue Performance - Greater China revenue reached $25.53 billion, surpassing the average estimate of $21.91 billion, with a year-over-year increase of 37.9% [4] - Europe generated $38.15 billion, exceeding the estimate of $36.59 billion, reflecting a 12.7% year-over-year growth [4] - Revenue from the Rest of Asia Pacific was $12.14 billion, above the estimated $11.39 billion, showing an 18% increase year-over-year [4] - Japan's revenue was $9.41 billion, slightly below the estimate of $9.5 billion, with a year-over-year growth of 4.7% [4] - The Americas contributed $58.53 billion, slightly below the estimate of $58.85 billion, with an 11.2% year-over-year increase [4] Sales by Category - iPhone sales amounted to $85.27 billion, significantly exceeding the estimate of $78.03 billion, with a year-over-year increase of 23.3% [4] - Services generated $30.01 billion, matching the average estimate, and reflecting a 13.9% year-over-year growth [4] - Wearables, Home and Accessories sales were $11.49 billion, below the estimate of $12.19 billion, showing a decline of 2.2% year-over-year [4] - Mac sales were $8.39 billion, below the estimate of $9.07 billion, representing a decrease of 6.7% year-over-year [4] - iPad sales reached $8.6 billion, slightly above the estimate of $8.49 billion, with a year-over-year increase of 6.3% [4] - Total net sales for products were $113.74 billion, exceeding the estimate of $107.77 billion, with a year-over-year increase of 16.1% [4] Market Performance - Over the past month, Apple's shares have returned -5.7%, while the Zacks S&P 500 composite has increased by 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Apple (AAPL) reported its first quarter earnings on Thursday, beating Wall Street's expectations on the top and bottom lines, on strong iPhone sales. Apple's iPhone revenue topped out at an all-time record of $85.3 billion in the quarter, well ahead of the $78.3 billion analysts were anticipating. The company recorded iPhone sales of $69.1 billion in the same quarter last year. But during Apple's earnings call, CEO Tim Cook said that the global memory crunch is going to hit the company's margins going ...

CUPERTINO, Calif.--(BUSINESS WIRE)--Apple® today announced financial results for its fiscal 2026 first quarter ended December 27, 2025. The Company posted quarterly revenue of $143.8 billion, up 16 percent year over year. Diluted earnings per share was $2.84, up 19 percent year over year. "Today, Apple is proud to report a remarkable, record-breaking quarter, with revenue of $143.8 billion, up 16 percent from a year ago and well above our expectations,†said Tim Cook, Apple's CEO. "iPhone had its best-ever q ...

Xerox Holdings Corporation (XRX) reported $2.03 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 25.7%. EPS of -$0.10 for the same period compares to $0.36 a year ago.The reported revenue represents a surprise of -2.6% over the Zacks Consensus Estimate of $2.08 billion. With the consensus EPS estimate being $0.15, the EPS surprise was -168.97%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectat ...

To participate in the Q2 FY2026 teleconference, dial 1-833-752-3965 or 1-647-849-3105. Alongside the conference call, we will be hosting a live audio webcast, available at: https://event.choruscall.com/mediaframe/webcast.html?webcastid=SBviZJrm Following the call, the audio webcast will also be archived on the Vecima website: https://vecima.com/investor- relations/earnings-call-archive/ VICTORIA, British Columbia--(BUSINESS WIRE)--Vecima Networks Inc. (TSX: VCM) today announces that it will hold a conferenc ...