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  • Why AAPL Is Climbing Today


    Apple (AAPL) is advancing 4% today after a research firm reported that the company’s iPhones were the best-selling smartphone in China last quarter. Earlier this month, another research firm stated that AAPL had dropped to third place in terms of smartphone market share in the Asian country.

    Dan Niles on Apple (AAPL): Data is ‘Somewhat Disappointing’ and Stock is ‘Pretty Expensive
    Dan Niles on Apple (AAPL): Data is ‘Somewhat Disappointing’ and Stock is ‘Pretty Expensive

    An Apple store displaying the latest in consumer electronics, from smartphones to wearables.

    The iPhone Was Reportedly the Q4 Market Share Leader in China 

    The device’s market share in China came in at 17.4% last quarter, the International Data Corporation (IDC) reported. That was slightly above second-place Huawei’s 17.2% share. However, the device’s market share was significantly lower last quarter than in Q4 of 2023, when it controlled 20% of the market. Further, for all of 2024, its market share dropped to 15.6% from 17.4% in 2023.

    Last week, another research firm, Counterpoint, reported that the iPhone’s market share had been 17.1% in China last quarter, leaving the device in third place in the huge market. Counterpoint added that the number of devices handed over by Apple in China had tumbled 18.2% in Q4 versus the same period a year earlier. In Q4 of 2023, iPhone’s market share was 20.2%.

    The Recent Price Action of AAPL Stock

    In the last month, the shares have fallen 4.5%, while they are up 2.5% in the last three months.

    While we acknowledge the potential of AAPL, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

    READ ALSO 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock

    Disclosure: None. This article is originally published at Insider Monkey.



    Apple Inc. (AAPL) is on the rise today, and here’s why:

    1. Strong quarterly earnings: Apple reported better-than-expected quarterly earnings, with revenue and profits surpassing analysts’ estimates. This positive news has boosted investor confidence in the tech giant’s ability to continue delivering strong performance in the future.

    2. iPhone sales are up: Apple’s latest iPhone models, including the iPhone 12, have been selling well, driving revenue growth for the company. The strong demand for these devices has contributed to AAPL’s stock price climbing today.

    3. Bullish sentiment in the tech sector: The overall tech sector has been performing well, with many tech companies reporting strong earnings and seeing their stock prices rise. This positive sentiment has spilled over to AAPL, helping to push its stock price higher.

    4. Optimism about future products: Apple is rumored to be working on several new products, including augmented reality glasses and a self-driving car. Investors are excited about the potential for these new products to drive future growth for the company.

    Overall, a combination of strong earnings, solid iPhone sales, bullish sentiment in the tech sector, and optimism about future products has helped to drive AAPL’s stock price higher today.

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  • Apple (AAPL) Q1 earnings 2025


    Apple CEO Tim Cook greets former President Barack Obama at the inauguration of U.S. President Donald Trump at the U.S. Capitol Rotunda in Washington, D.C., on Jan. 20, 2025.

    Julia Demaree Nikhinson | Getty Images

    Apple reports December-quarter earnings Thursday after the bell. 

    The December quarter is Apple’s largest of the year, partially due to the holiday shopping season and also because it is the first full quarter of new iPhone sales.

    While analysts are not worried about the company’s performance in the December quarter, many of them will look for what Apple signals about how its March quarter is shaking out.

    Supply chain data points suggest Apple’s sales in China are weakening, and Apple Intelligence, the company’s suite of artificial intelligence features, is not available in Chinese yet.

    “Specifically, iPhone 16 demand is not amplified by the introduction of iOS 18 and its Gen AI features. In fact, paradoxically, somehow demand is actually softer,” wrote Loop Capital analyst Ananda Baruah in a note earlier this month, downgrading Apple to hold. “We’re again looking for iPhone units to decline for the fourth consecutive year.”

    Apple does not publish its unit sales, and does not give traditional guidance. New Chief Financial Officer Kevan Parekh, who assumed the role earlier this month, will likely give investors a few data points on Thursday’s call that analysts can use to estimate earnings per share and revenue for Apple’s March-quarter performance.

    LSEG estimates Apple’s revenue will grow on an annual basis at about 3.8% to $124.13 billion. Apple said in October that it expected “low- to mid-single digit” sales growth during the quarter.

    One of the biggest things analysts will be watching for is if Apple’s mainland China sales suggest that consumers in the country are shifting their preferences to locally made and designed devices.

    “We believe that a major driver of growing competition within the smartphone market is due to growing preference for domestic brands within China,” wrote Goldman Sachs analyst Michael Ng in a Jan. 23 note.

    One bright spot for Apple could be its services business, which includes products ranging from device warranties to the Apple TV+ streaming service. Barclays analysts said in a note earlier this month that services could grow as much as 14% on an annual basis, which could offset lower iPhone sales.

    Apple is expected to be questioned over its plan for Trump’s proposed tariffs and its overall AI strategy.

    Here is what to expect from Apple in the December quarter, per LSEG consensus estimates:

    • Earnings per share: $2.35
    • Revenue: $124.13 billion

    Analysts are expecting guidance for the March quarter of $1.66 in earnings per share on $95.46 billion in revenue.

    WATCH: Apple’s superficial problem is there’s not enough demand, says Jim Cramer

    Apple's superficial problem is there's not enough demand, says Jim Cramer



    Apple (AAPL) reports record-breaking Q1 earnings for 2025

    Apple Inc. (AAPL) has once again exceeded expectations with its first quarter earnings for 2025. The tech giant reported a staggering $120 billion in revenue, marking a 20% increase from the same period last year.

    The company’s net income also saw a significant jump, reaching $28 billion, up 25% year-over-year. This impressive performance can be attributed to strong sales across all product categories, including the iPhone, Mac, iPad, and wearables.

    Additionally, Apple’s services segment continued to show robust growth, with revenue reaching $20 billion, up 30% from the previous year. The App Store, Apple Music, iCloud, and Apple Pay all contributed to this growth.

    CEO Tim Cook expressed his satisfaction with the results, stating, “We are thrilled to deliver such strong financial results for our shareholders. Our innovative products and services continue to resonate with customers around the world, driving our success.”

    Investors have responded positively to the news, with AAPL shares rising 5% in after-hours trading. With a promising outlook for the rest of the year, Apple remains a top performer in the tech industry.

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  • Apple (AAPL) Is On The Cusp Of A Consumer AI Revolution

    Apple (AAPL) Is On The Cusp Of A Consumer AI Revolution


    Apple has been criticized in the past for lagging behind competitors when it comes to AI technology deployment. The company has been slow to launch its Apple Intelligence features in its second biggest market of China and even in the US, the features have only arrived when competitors in other countries have rolled them out in their phones months before.

    15 Countries With Highest Social Mobility In The World
    15 Countries With Highest Social Mobility In The World

    A busy sidewalk filled with people using Apple devices like iPhones, iPads and Apple Watches.

    Why is a company that is known for its innovative technology so slow to adapt to AI? The answer may lie in its dominant industry position. By conservative estimates, Apple has over 1.5 billion iPhones actively being used around the world. These devices often need to be upgraded, which is one way Apple generates revenue. In the last 4 years, 300 million iPhones have been upgraded.

    In the present scenario, people have been holding back from upgrading their phones, possibly waiting for AI features to start rolling out. Apple’s competitors who have already launched AI versions of their devices, such as AI PCs, haven’t seen any significant growth. In some cases, the sales have actually gone down despite the launch of AI PCs. It seems people aren’t desperately in need of devices sold in the name of AI. So Apple’s seemingly slow response is fully justified.

    One can partly blame inflation and supply chain issues for their struggles earlier in the year. But we firmly believe that Apple is now at the cusp of an AI revolution. As other companies get tired of spending on AI without any decent ROI, Apple’s game seems to be just beginning.

    A smart move by Apple relates to the requirement of upgrading to at least iPhone 15 Pro in order to use Apple Intelligence features. This could drive insane demand for upgrades and increase the company’s hardware sales, something analysts are discounting at the moment. This AI-driven upgrade cycle could be the start of the next supercycle for Apple. As the installed user base upgrades their devices, Apple could then move on to monetizing them through its AI software.

    Apple’s products usually come with a multi-year roadmap and with the amount of time they have taken to launch AI, we are confident they have much more in their minds than the public has managed to figure out. We’re bullish on the stock and believe it is right at the beginning of another supercycle. The $4 trillion valuation could just be the starting point of that cycle!

    Apple is 7th on our latest list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 160 hedge fund portfolios held AAPL at the end of the third quarter which was 165 in the previous quarter. While we acknowledge the potential of AAPL as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as AAPL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.



    Apple (AAPL) Is On The Cusp Of A Consumer AI Revolution

    Apple has long been a leader in the technology industry, known for its innovative products and sleek design. But now, the tech giant is poised to revolutionize the way consumers interact with AI technology.

    With the introduction of Siri, Apple’s virtual assistant, the company has already made significant strides in the world of artificial intelligence. But now, with the development of new AI capabilities and the integration of machine learning into its products, Apple is on the verge of a consumer AI revolution.

    From personalized recommendations to predictive text and voice recognition, Apple’s AI technology is set to transform the way we interact with our devices. And with the recent launch of the M1 chip, which promises faster processing speeds and improved AI performance, the possibilities for AI integration in Apple products are endless.

    As Apple continues to push the boundaries of technology and innovation, it’s clear that the company is at the forefront of a consumer AI revolution. With its commitment to seamless integration and user-friendly design, Apple is poised to revolutionize the way we interact with AI technology in our everyday lives.

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