{"id":36920,"date":"2025-10-29T17:22:41","date_gmt":"2025-10-29T17:22:41","guid":{"rendered":"https:\/\/agooka.com\/news\/usa\/getting-its-groove-back-wall-street-expects-strong-q4-earnings-for-apple-as-iphone-demand-overrides-china-worries\/"},"modified":"2025-10-29T17:22:41","modified_gmt":"2025-10-29T17:22:41","slug":"getting-its-groove-back-wall-street-expects-strong-q4-earnings-for-apple-as-iphone-demand-overrides-china-worries","status":"publish","type":"post","link":"https:\/\/agooka.com\/news\/usa\/getting-its-groove-back-wall-street-expects-strong-q4-earnings-for-apple-as-iphone-demand-overrides-china-worries\/","title":{"rendered":"&#8216;Getting its groove back&#8217;: Wall Street expects strong Q4 earnings for Apple as iPhone demand overrides China worries"},"content":{"rendered":"<figure><img decoding=\"async\" src=\"https:\/\/i.insider.com\/6902321f599d46a4ccc10f90?format=jpeg\" alt=\"Apple CEO Tim Cook holding an iPhone\"\/><figcaption>Apple is set to report its earnings for the fourth quarter on Thursday.<\/p>\n<p>Justin Sullivan\/Getty Images<\/p>\n<\/figcaption><\/figure>\n<ul>\n<li>Investors are waiting for Apple to report earnings for its fiscal fourth quarter on Thursday.<\/li>\n<li>Analysts are expecting the iPhone maker to report around $102 billion in revenue for the quarter.<\/li>\n<li>Here&#039;s what to listen for on the call. <\/li>\n<\/ul>\n<p>Apple is about to face its next big test.<\/p>\n<p>After launching its new product cycle and smashing through a $4 trillion valuation this month, the iPhone maker is on deck to report its earnings for the fourth quarter after the closing bell on Thursday. <\/p>\n<p>Wall Street is gearing up for another strong quarter of results. Analysts expect the firm to have pulled in $102 billion in revenue for the latest reporting period. Earnings per share are expected to be around $0.95.<\/p>\n<p>It&#039;s been an exciting year for Apple, which has jockeyed alongside other mega-cap tech firms to be at the center of the AI boom, though some analysts have worried that it could be falling behind other mega-cap peers that are pouring money into the technology. <\/p>\n<p>Demand for the latest slate of iPhones is expected to be a key focus for investors heading into the fourth-quarter results. Other issues, like demand for its products in China and the potential impact of tariffs, will also be on shareholders&#039; radar.<\/p>\n<p>Here&#039;s what analysts on Wall Street have to say about the stock:<\/p>\n<h2>Bank of America: Long-term growth in focus<\/h2>\n<figure><img decoding=\"async\" src=\"https:\/\/i.insider.com\/69023d33c007ca8c2737d8b8?format=jpeg\" alt=\"iPhones in an Apple Store\"\/><figcaption>AI could help enhance Apple&#039;s coming products, BofA analysts said.<\/p>\n<p>Yi Haifei\/China News Service\/VCG via Getty Images<\/p>\n<\/figcaption><\/figure>\n<p>Bank of America has a strong outlook for Apple over the next five years. Analysts pointed to revenues potentially increasing due to artificial intelligence and the possible impact of AI on its coming product offerings.<\/p>\n<p>Analysts also said they saw &quot;strength&quot; in new iPhone demand, and estimated that total iPhone unit sales could reach 57 million for the current quarter, compared to consensus estimates of 54 million.<\/p>\n<p>&quot;Reiterate Buy on strong capital returns, eventual winner in AI at the edge &amp; optionality from new products\/markets,&quot; BofA said on their rating of the stock.<\/p>\n<p>Analysts also lifted their price target on the stock from $270 to $320 a share, implying 7% upside from the stock&#039;s current levels.<\/p>\n<h2>Goldman Sachs: iPhone-driven earnings beat<\/h2>\n<p>Analysts at Goldman Sachs said they expected Apple to beat on earnings for the quarter, driven largely by strong demand for its new slate of iPhones.<\/p>\n<p>The bank estimated that iPhone product revenue could see a 10% year-over-year increase to $50.8 billion, compared to the consensus estimate of $49.8 billion in revenue for the quarter.<\/p>\n<p>Apple could also see its services revenue grow 13% year-over-year for the quarter, thanks to continued momentum across subscription services like iCloud+ and AppleCare+, analysts added.<\/p>\n<p>Still, &quot;key areas of debate&quot; among investors could include where iPhone demand is sustainable due to trade policy uncertainty, as well as risks to the company&#039;s App Store revenue, the bank said.<\/p>\n<p>Goldman reiterated its &quot;Buy&quot; rating for the stock and issued a price target of $279 a share, implying 3% upside from current levels.<\/p>\n<h2>JPMorgan: Strong outlook through the end of the year<\/h2>\n<p>JPMorgan said it expected Apple earnings to &quot;track modestly better&quot; from September through the end of the year, thanks to strong demand for the iPhone 17.<\/p>\n<p>The bank also said it expected Apple to post solid revenue growth in the first quarter of its 2026 fiscal year.<\/p>\n<p>&quot;AAPL shares are heading into the upcoming earnings print with a greater halo of positivity than any time in the past year,&quot; analysts wrote in a recent client note, adding that they believed that chatter around Apple&#039;s investment thesis had narrowed down to the strength of new iPhone sales.<\/p>\n<h2>Melius Research: Company is &#039;getting its groove back&#039;<\/h2>\n<figure><img decoding=\"async\" src=\"https:\/\/i.insider.com\/69023f4dc007ca8c2737d904?format=jpeg\" alt=\"Apple CEO Tim Cook stands next to an Apple Vision Pro headset, June 2023\"\/><figcaption>Demand for Apple&#039;s products in China looks like it could improve in the near-term, Melius Research said.<\/p>\n<p>Justin Sullivan\/Getty Images<\/p>\n<\/figcaption><\/figure>\n<p>Apple stock could be boosted by a few catalysts when it reports earnings for the fourth quarter, Melius Research said.<\/p>\n<p>The research firm said it believed that the company&#039;s sales in China would pick up over the near term. Profit margins could also improve on demand for Apple&#039;s new lineup of iPhones, it added.<\/p>\n<p>The firm could also report a lower hit than expected from tariffs, analysts wrote in a note to clients this month, adding that they believed Apple was &quot;getting its groove back.&quot;<\/p>\n<p>&quot;We think there is more to go as a beat and raise could be on the horizon when it reports,&quot; analysts wrote of the stock&#039;s momentum.&quot;Bottom Line: Apple is on a mission to silence its critics. We see upside to sales in China into CY26 and momentum in new models overall.&quot;<\/p>\n<p>The firm reiterated its &quot;Buy&quot; rating on the stock and issued a price target of $290 a share, implying 7% upside from current levels.<\/p>\n<h2>CFRA Research: More clarity on tariffs<\/h2>\n<p>Apple looks like it&#039;s in the best position heading into its upcoming earnings report than it has been in a year, according to Angelo Zino, a senior equity analyst at CFRA Research.<\/p>\n<p>In a recent note, Zino pointed to how investors now have more clarity relating to Apple&#039;s regulatory issues and the potential impact of tariffs.<\/p>\n<p>&quot;Recent comments about tariffs tied to the company from the Trump administration make us feel much more comfortable about the margin outlook ahead, he added.<\/p>\n<p>Demand for iPhones also looks solid heading into the print. CFRA said it was &quot;conservatively&quot; estimating that iPhone revenue was on track to grow 6% for the current quarter and 5% for the upcoming quarter.<\/p>\n<p>CFRA issued a &quot;Buy&quot; rating on Apple and a $280 price target, implying 4% upside from the stock&#039;s current levels.<\/p>\n<p>Read the original article on Business Insider<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Apple is set to report its earnings for the fourth quarter on Thursday. Justin Sullivan\/Getty Images Investors are waiting for Apple to report earnings for its fiscal fourth quarter on Thursday. Analysts are expecting the iPhone maker to report around $102 billion in revenue for the quarter. Here&#039;s what to listen for on the call. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":36921,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"class_list":{"0":"post-36920","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-usa"},"_links":{"self":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts\/36920","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/comments?post=36920"}],"version-history":[{"count":0,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts\/36920\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/media\/36921"}],"wp:attachment":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/media?parent=36920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/categories?post=36920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/tags?post=36920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}