David Emery on Best and worst Apple analysts: Fiscal Q3 2026 - 'Mebbe. What I think is much more likely is increased prices for the competition will make Apple products more popular than ever. This is the core thing most of the negative ANALysts miss.,'
on Premarket: Apple is red - 'Apple: Off $32 or 9.60% at $301.43 Microsoft: Up $12.81 or 2.84% at $463.91 (following yesterday’s 15% gain) Amazon: Up $35.47 or 15.06% at $270.97 At least for today, two very big hyperscalers win the day!'
on Apple's mixed Q3 2026: What the analysts are saying - 'Morgan Stanley and Goldman Sachs have weighed in.'
on Apple's mixed Q3 2026: What the talking heads are saying - 'Ha ha.. I just did exactly that – showing willing. An easy $50 per share coming.'
on Apple's mixed Q3 2026: What the analysts are saying - 'Upvoted. Confirmation bias: Laura convinced herself that cloud-AI wins, demolishing the value of safe and powerful client devices. In AI terms, it’s ‘overfitting’.'
on Apple's mixed Q3 2026: What the analysts are saying - '“Also, we don’t share AAPL’s POV that owning 1.5B consumers using 2.5B devices represents a long-term moat…” – Laura Martin Of course she doesn’t. She prefers companies that are in debt up to their eyebrows as the world teeters towards the edge of a massive recession – if we’re lucky….'
on Premarket: Apple is red - 'Apple’s earnings call was like someone saying “I’ve got the pox. But it will clear up – eventually! “ 🙁'
on Apple's mixed fiscal Q3 2026 in five easy charts - '” Guidance is ALWAYS conservative, Raj….” Apple’s guidance follows a discernible pattern. Although given as a range it comes down to: A/ Top of range. This is where Apple believes it will perform. B/ Bottom of range. This is a just in case protection against the unforeseen. Should Apple not achieve Top of Range, its results are still within the guided range, ergo not a “miss”. Apple does not include potential for exceeding numbers. If actual results do exceed Top of Range it is as much a surprise to Apple as it is to the Market. After all, when Guidance is given, 1/3 of the quarter is already booked. At that time the view for the last 2/3s of a quarter become crystal clear.'
