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 independents beat the professionals once again, but not quite as cleanly as in quarters past.
Apple's record Q4 2025 in five easy charts
1 month ago
1 month 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.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results.
Handicapping Apple's fiscal Q4 2025 earnings
1 month ago
1 month agoThis quarter, the independents are $2 billion more bullish than the pros.
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Read More Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdown
"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.
Handicapping Apple's fiscal Q3 2025 earnings
4 months ago
4 months 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...
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