"It is valued like a growth stock, but I’m very skeptical about the potential for a significant inflection in growth, and I think it will eventually lose that premium." — Andersen Capital's Peter Anderson
Read More With June earnings hours away, Bloomberg sets Apple up for a fall
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
1 month agoThe independents are more bullish than the pros, as usual, but not by much.
"We still need key overhangs to dissipate before getting more structurally bullish." — Analyst Erik Woodring
Read More Morgan Stanley: Expecting a solid quarter from Apple, but...
Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.
Read More Inviting friends-of-the-blog to Apple’s Q3 2025 Earnings Smackdown
Excerpts from the notes I've seen. More as they come in.
Read More Apple's Q2 2025 results: What the analysts are saying
4 months agoThis quarter the amateurs — with four exceptions — got their spreadsheets handed to them by the pros.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.
Read More Inviting friends-of-the-blog to Apple’s Q2 2025 Earnings Smackdown
In its first fiscal quarter of 2025, Apple beat easily on the top and bottom lines. iPhone sales were weak, as expected, but Services revenue were strong, as were sales of Macs and iPads.
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