News · Yahoo Finance

Apple Earnings Prediction Market Preview: What Will John Ternus Say?

Apple Inc. (NASDAQ:AAPL) reports fiscal fourth-quarter earnings Monday after the bell, days after overtaking Nvidia Corp. (NASDAQ:NVDA) as the world's most valuable company. Analysts expect $1.99 per share on $113.4 billion in revenue.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

AAPLearningsJohn Ternustech stocks

Open a keyword to see other news on the same topic.

Related tickers and likely impact

AAPL

• Neutral

Apple Inc.

Relevance: medium

MarketUS stocks
SectorInformation Technology
IndustryTechnology Hardware, Storage & Peripherals
Market cap$5.1T
Close on 10/30/2026344.79
Change that session-1.18%
AAPL price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • Apple to report Q4 earnings Monday, with iPhone 18 sales in the spotlight

    Apple (AAPL) reports fourth-quarter earnings after the bell on Monday, with early iPhone 18 Pro sales in focus, though the iPhone Duo went on sale after the fiscal quarter ended and is not reflected. Analysts polled by Bloomberg expect EPS of $2 on revenue of $113.46 billion, versus EPS of $1.85 and revenue of $102.46 billion a year earlier, with iPhone sales projected at $56.48 billion, up 15% year over year. It will be the first earnings call under new CEO John Ternus, who took over from Tim Cook. Apple shares are up roughly 30% over the past 12 months, and its market cap passed $5 trillion earlier this month, a milestone only Nvidia has also reached.

    Yahoo Finance·• AAPLearningsAAPLtech stocks
  • Apple customers say their folding iPhones are cracking

    Dozens of customers reported cracks across the inner display of the iPhone Duo, which costs £2,000, after the phone's launch, and Apple confirmed an issue affecting “a small number” of units. The company told customers with faulty devices to contact AppleCare for a replacement. The problem is an early setback for new CEO John Ternus, who took over the $5 trillion company earlier this year, and it recalls the display problems that affected Samsung's Galaxy Fold about eight years earlier. The Duo has also faced criticism for lacking a zoom camera and for costing double the iPhone 18 Pro.

    Yahoo Finance·▼ AAPLAAPLtech stocksJohn Ternus
  • Apple Schedules Launch Event For New Pro Macs Under Leadership Of John Ternus

    Apple has scheduled a launch event for Oct. 28 in Los Angeles, and its invitation’s “Pro and tell” tagline points to high-end “Pro” devices with Apple’s own chips. Melius Research analyst Ben Reitzes expects new Macs, including a touchscreen notebook, though Apple has long resisted the idea of touchscreen Macs. It will be the third launch under CEO John Ternus, who took over from Tim Cook last month, and Reitzes sees the faster event pace as a meaningful shift from two events a year. Most of the Mac lineup is already refreshed, with the iMac the exception as it has not been updated since October 2024, and Macs accounted for 10% of last quarter’s revenue. Apple’s revenue reached $109.4 billion, up 16%, with Mac revenue up 29% to $10.4 billion, and the stock is up 26% this year.

    Yahoo Finance·▲ AAPLAAPLtech stockssemiconductors
  • Apple announces product launch event for Oct. 28. Analysts expect touchscreen laptop

    Apple has sent invitations to media and analysts for a product launch event on October 28 in Los Angeles, with the tagline “Pro and tell” suggesting a focus on high-end Pro devices powered by its homegrown chips. Melius Research analyst Ben Reitzes expects new Macs this fall, including a touchscreen notebook, and sees the launch cadence as a meaningful shift from two events a year under CEO John Ternus, who succeeded Tim Cook last month. It will be the third launch under Ternus, after the iPhone event (including the foldable Duo) and a New York event on smart home hubs. Macs made up about 10% of revenue last quarter, and Apple shares are up 26% this year, outperforming the S&P 500.

    CNBC·▲ AAPLAAPLtech stocksJohn Ternus
  • Apple debuts HomeView hub as it reinvents smart home strategy

    Apple has unveiled HomeView, a smart home hub with a 7-inch Liquid Retina display, alongside the HomePod mini 2 and Apple TV 4K. The $299 HomeView goes on sale Nov. 13 and can recognize up to 6 household users by face to show each person's apps and notifications. It can play music and podcasts, make FaceTime calls, show video recipes, control lights, locks and thermostats, and use Siri to find keys via AirTags. Apple is also launching the Apple Home Collection with LG Electronics and Schneider, and the HomePod mini 2 costs $149. The article says this is Apple's first full-fledged hub, a potential challenge to Google and Amazon, and a major test for CEO John Ternus, who took over on Sept. 1.

    Yahoo Finance·▲ AAPLAAPLsmart hometech stocks
  • Could John Ternus' hardware background launch a new era for Apple?

    Apple will report fiscal fourth-quarter results after Monday's close, the first earnings call for John Ternus as CEO since succeeding Tim Cook. Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund, says Cook turned Apple into a predictable cash flow machine by monetizing its services business, now more than a third of revenue each year, through small recurring charges. He describes Ternus as a hardware executive, the opposite of Cook, and argues that recent launches such as a touchscreen MacBook and a new home product suggest a return to new hardware. Johnson also says a decline of more than 7% in the stock does not mean the story is over. The open question is whether Apple can keep launching new products while still generating high profits as it did under Cook.

    Yahoo Finance·• AAPLAAPLJohn Ternusearnings

Related markets

US stocks →

Latest news

  • Anthropic releases amended IPO prospectus with third-quarter financials

    Anthropic filed an amended Form S-1 with the SEC on Monday, adding updated financials for the nine months ended Sept. 30. The AI company reported $33.24 billion in revenue for that period, up roughly 1,200% from a year earlier, and a $104 billion net loss, compared with a $25.1 billion loss over the same stretch in 2025. The initial filing only included financials through the first half of the year. In the amended filing, Anthropic said it has entered into purchase commitments and lease agreements with an aggregate committed spend of about $895.4 billion, substantially all related to compute and infrastructure.

    CNBC·• NVDAAnthropicIPOartificial intelligence
  • Amazon Stock Climbs After Phillip Securities Upgrade to Buy

    Amazon shares rose 1% in morning trading after Phillip Securities upgraded the stock to Buy from Accumulate, pointing to improving demand visibility across its businesses. Analyst Helena Wang set a $330 price target, implying potential upside of 37% from the previous close. The firm sees Amazon's spending on infrastructure and other growth initiatives as able to reinforce its competitive position over the longer term, and possibly make it harder for smaller rivals to challenge the company in its key markets.

    Yahoo Finance·▲ AMZNAMZNAI investmentinvestment recommendations
  • GE Aerospace (GE) Falls Alongside Industrials

    Bristol Gate Capital Partners' Q3 2026 letter says its US Equity Strategy lagged the S&P 500 (+2.3%), as declines in industrial and semiconductor-equipment holdings offset gains in tech. GE Aerospace fell 16.3% in the quarter despite 22% adjusted EPS growth and raised full-year earnings and free-cash-flow guidance; it beat earnings expectations, and analysts raised their estimates and price targets. In September, GE Aerospace agreed to acquire precision-castings supplier Consolidated Precision Products for $11.75 billion to help secure turbine blade supply, shortly after SpaceX said it would cast turbine blades in-house. GE shares closed at $301.80 on October 30, 2026, with a 52-week range of $268.91 to $388.84.

    Yahoo Finance·GE Aerospaceaviationearnings
  • Wall Street May Be Underestimating This Smaller AI Chip Stock

    24/7 Wall St. sets a 12-month price target of $284.80 for Marvell Technology, implying 14.5% upside from $248.71, with a buy rating at 90% confidence. Marvell reported record revenue of $2.739 billion in August, up 37% year over year, while data center revenue rose 46% to $2.17 billion, or 79% of sales. The bull case is $352.54 and the bear case is $218.43. Key risks include customer concentration if hyperscalers bring chip design in-house, and margin pressure as custom chips make up a growing share of sales; fiscal Q3 non-GAAP gross margin is forecast at 57.5% to 58.5%, down from 58.9%. Marvell trades at 31x forward earnings, above Broadcom's 18x but below AMD's 34x.

    Yahoo Finance·Marvellsemiconductorsdata centers
  • Amazon's latest report left stock investors with one big question

    Andy Jassy spent earnings week making promises about AI. According to the article, investors read something different in the numbers.

    Yahoo Finance·• AMZNAMZNartificial intelligenceAI investment
  • Chipotle Mexican Grill Is Down 15% and Growing. Here's Why It Has the Makings of a Monster Stock for the Next Decade.

    Chipotle Mexican Grill (CMG) shares fell 15.5% in 2026 through Oct. 29, while the S&P 500 Growth index gained 12.1%. The article cites higher prices squeezing consumer spending and cost pressures on profitability, but says management's "Recipe for Growth" plan under CEO Scott Boatwright is showing early results: second-quarter same-store sales (comps) rose 2.2%, with higher traffic adding 1 percentage point. Operating margin contracted 2.5 percentage points to 15.7% on higher costs. Chipotle had over 4,200 restaurants as of June 30 and plans to add 350-370 this year. Its P/E ratio fell from 35 to 30, still above the S&P 500's 26 but below its five-year median of 51.

    Yahoo Finance·Chipotleinflationvaluation

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.