:max_bytes(150000):strip_icc()/GettyImages-2243468030-d1bdc99d524f4b16b3bc08c6dcf31f18.jpg "Apple Is Set to Report Earnings Today. Here’s What You Need to Know")
:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-2243468030-d1bdc99d524f4b16b3bc08c6dcf31f18.jpg)
Key Takeaways
- Apple is scheduled to report earnings after the closing bell Thursday.
- Wall Street analysts said they’ll be watching for potential upside from iPhone 17 demand, and comments around Apple’s 2026 plans.
Apple (AAPL) is set to report its fiscal fourth-quarter earnings after the closing bell today, with Wall Street analysts looking for strong results on the top and bottom lines.
After some signs of a strong start to early sales of the iPhone 17 lineup, bullish analysts at JPMorgan and Morgan Stanley recently told clients their expectations around Apple’s results have climbed, with that momentum likely to carry into an upbeat outlook for the current quarter and winter holiday season.
More details around widely anticipated artificial intelligence features and potential plans for a foldable phone in 2026 could also drive more enthusiasm for Apple’s stock, they said. Options pricing suggests traders expect Apple stock could move about 3% in either direction by the end of this week following the company’s earnings call, which could drive the stock to a new record.
Why This Matters to Investors
This hasn’t been an easy year for Apple, amid lingering concerns that its AI efforts have lagged those of many of its Big Tech peers. However, strong results today and comments around plans for fiscal 2026 could help lift investor sentiment.
Apple shares have climbed about 8% in 2025 so far, lagging the S&P 500’s nearly 17% gain, after spending some of the year in negative territory amid worries about its AI progress. Apple’s gains have largely come in the last few months, after some signs of inroads with the Trump administration and easing trade policy headwinds, along with promising demand signals for the iPhone 17.
The iPhone maker is seen reporting earnings of $1.77 per share on revenue of $101.61 billion, up from earnings per share of 97 cents on $94.93 billion in revenue a year ago, according to estimates compiled by Visible Alpha. However, analysts are divided on whether the iPhone’s stock still has room to rise from this week’s all-time highs.
The shares were up about 1% near $272 in recent trading, leaving it on track to close at a fresh high topping yesterday’s record. This week’s gains have boosted Apple’s market capitalization above $4 trillion, trailing only AI chipmaker Nvidia (NVDA) on the list of the world’s most valuable companies.
