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Wall Street Lifts Targets After Apple's $102.5 B Beat |
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Apple just wrapped up its fourth quarter of 2025, and the numbers tell an interesting story. |
If you're holding $AAPL ( ▼ 0.38% ) or thinking about it, here's what happened. |
The Big Numbers |
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Apple brought in $102.5 billion in revenue for the quarter, up 8% YoY. |
That's a September quarter record. |
The company earned $1.85 per share, which beat what most analysts expected. |
Think of it this way: for the full year, Apple hit $416 billion in total revenue. |
That's bigger than the GDP of many countries. |
Key Financial Metrics |
YTD Return: 8.52%
Market Cap: $4.03T
P/E Ratio: 41.28
Dividend Yield: 0.38% |
That P/E ratio matters. |
It's 76% above Apple's 10-year average. |
This means investors are paying more for each dollar of earnings than they used to. Why? |
They're betting on growth. |
The iPhone Story |
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iPhone revenue came in at $49.03 billion, up 6% from last year. |
But here's the catch. |
Analysts wanted $50.19 billion. Apple $AAPL missed that target by a bit. |
But CEO Tim Cook wasn't worried. He told CNBC the reception for the iPhone 17 was "off the chart." |
The company couldn't make enough phones to meet demand during the quarter. |
| ❝ | | | "We expect total company revenue to grow by 10 to 12% year over year." | | | | Tim Cook, Apple CEO |
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After earnings, several big banks raised their price targets. |
Bank of America stayed bullish with a buy rating. |
They see Apple's earnings growing in the mid-teens through 2030, with better iPhone upgrades and higher profit margins. |
JPMorgan raised their target to $305. |
They're betting on the momentum from the new product cycle, which they think will continue with the iPhone 18 series. |
Morgan Stanley also went to $305. |
They noted "iPhone growth is accelerating, Services is outperforming, and Apple is protecting profit margins better than expected." |
Citigroup jumped to $315. |
Their analyst Atif Malik pointed out that Apple's guidance for the December quarter beat expectations, and China sales should turn positive. |
Wedbush kept their target at $310. |
They wrote that Apple "found success with iPhone 17" and AI features could add another $75 to $100 to the share price in coming years. |
Apple's Services Business |
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Here's something you may miss: Apple's services business grew 15% to nearly $25 billion. |
Services include things like iCloud storage, Apple Music, App Store fees, and AppleCare. |
This matters because services bring in recurring revenue with better profit margins than selling hardware. |
Tim Cook said most components of the Services business were seeing accelerating growth. |
The China Question |
China remains a sore spot. Apple's sales declined in China. |
Revenue came in at $14.5 billion, down from $15 billion last year and below the $16.4 billion analysts expected. |
But Cook sees this turning around. |
He's confident China will return to growth in the December quarter. |
Holiday Season Ahead |
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Tim Cook expects the December quarter to be "the best ever in the history of the company." |
That's a bold claim, but Apple has momentum heading into the holidays. |
The company just launched the iPhone 17 lineup in September. |
The new phones include design improvements and Apple introduced the iPhone Air, a thinner model replacing the iPhone Plus. |
What Tim Cook Said |
Tim Cook was proud to announce the September quarter revenue record, noting it included records for both iPhone and Services. |
He emphasized the company launched "our best iPhone lineup ever" heading into the holiday season. |
On tariffs, Cook said Apple absorbed $1.1 billion in tariff costs during the quarter and expects $1.4 billion in the December quarter. |
Apple didn't raise prices. |
Bottom Line |
Apple beat expectations but not by a huge margin. |
The real story is about what comes next. |
With strong holiday guidance and Wall Street raising price targets, most analysts think $APPL has room to run. |
The Services business continues to shine. |
The P/E ratio sits well above historical averages. |
But if the company delivers on Cook's promises for the holiday quarter, that premium might be justified. |
If you're looking at Apple, think about this: it's not just a phone company anymore. |
Services revenue hit a record. |
The install base keeps growing. Apple is investing heavily in AI features that could drive the next upgrade cycle. |
The question isn't whether Apple is a good company. It clearly is. |
The question is whether the current price offers good value. |
That depends on whether you believe in Apple's growth story. |
Would you buy Apple stock after this earnings report? | |
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Disclaimer: This is not financial or investment advice. Do your own research and consult a qualified financial advisor before investing. |
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Trader Insights Media tracks thousands of companies every week using rigorous financial analysis. |
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