Excerpts from the notes I've seen. More as they come in.
Read More Apple's record Q4 2025: What the analysts are saying
The videos that caught my eye. More as they come in.
Read More Apple's record Q4 2025: What the talking heads are saying
Best and worst Apple analysts: Fiscal Q4 2025
6 months ago
6 months agoThe independents beat the professionals once again, but not quite as cleanly as in quarters past.
Apple's record Q4 2025 in five easy charts
6 months ago
6 months agoApple beat on the top and bottom lines. iPhone sales were a bit of a disappointment, but Services had its best quarterly growth in two years.
"Apple shipped 56.5 million units, up 4% YoY as the brand readied itself for the festive 4Q."
Read More Omdia: Apple's iPhone was No. 2 again last quarter
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results.
Premarket: Apple is green
6 months ago
6 months agoFrom CNBC's "Stock futures climb marginally after Trump-Xi meeting in South Korea" posted early Thursday.
From Akash Sriram and Zaheer Kachwala's "Apple poised for iPhone sales boost on strong Pro demand" posted Wednesday.
Read More Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AI
"In this note, we attempt to quantify the 5-year (C25-30) earnings potential of Apple based on gaining/losing share in each of its respective product categories, and services segments."
Read More BofA Securities raises its Apple target $50 to $320
Handicapping Apple's fiscal Q4 2025 earnings
6 months ago
6 months agoThis quarter, the independents are $2 billion more bullish than the pros.
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