Morgan Stanley recalibrates its view on Apple stock ahead of earnings
Morgan Stanley re -calibrates his opinion on Apple Stock before earnings It appeared initially TheesTreet.
Apple (AAPL) The financial engine fires more than iPhones; Late hours, we saw a high margin segment above its weight.
When entering the next earning report, this trend can be much more important than expected.
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In addition, if you follow the models, the silent re -calibration of a firm may be the narrative sign of what will come to the Apple stock.
Sometimes they are the side businesses that play the show.
Apple opened the Mali 2025 with a few strong strokes that surprisingly reacting from Wall Street.
In December quarter (1st quarter 2025), Apple published the highest sales of all time as $ 124.3 billion, with an increase of 4% compared to a year ago, while presented an EPS $ 2.40, which represented a 10% splash.
The March quarter (2nd quarter 2025) preserved this momentum, represented an annual growth of 5% with $ 95.4 billion sales, and represented $ 1.65 EPS for the period.
The iPhone 16 increased its iPhone income to 46.8 billion dollars with an increase of 2%. Macs and iPads were surprised, 7% and 15% climbed, respectively.
Related: Experienced analyst leaves Tesla a surprise call before earnings
However, App Store power, Apple Music and Cloud offers thanks to Apple’s service segment again. Gross margins were kept near 47%and gave Apple a healthy pillow.
Still, Tim Cook doesn’t ignore the risks.
He said potential US tariffs can climb from three -month profit to $ 900 million. In contrast, Apple accelerates the iPhone assembly in India and Vietnam to efficiently spread the risk of supply chain.
He also embraces AI with open arms.
During the holidays, he presented “Apple Intelligence ına to iOS, such as smarter demands and photographs organized by AI.
However, a waiting antitröst decision may force the App Store changes that significantly affect in -app revenues.
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However, by securing its investors, Apple announced a replay of $ 100 billion and increased its dividend by 26 cents per share.
However, the stock has still fallen about 15% to date.
Within a few days, before the third quarter earning report, Apple received a shaking from a familiar cash cow in the App Store.
