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Apple beats estimates, but margin guidance sends shares down 2.8%

📊 Apple beat on the quarter, but the guide is what moved the stock.

$AAPL FQ4: EPS $2.10 vs $1.99 est, revenue $114.5B (+12% YoY) vs $113.4B. iPhone +17%. But it's guiding Dec-qtr gross margin to 45–46% (est ~46.3%) on rising memory costs, and Services to +8–9%. Shares fell 2.8% after hours.

🟢 Bull: Apple is guiding to a record holiday quarter (+7–10%), the iPhone 18 cycle is strong, and the iPhone Duo has only just launched.

🔴 Bear: Memory costs are squeezing margins, Services is slowing, and China was soft ($17.5B vs $18.6B est).

Buy the dip or wait for margins to settle? 👇

$AAPL $SPX500 $NSDQ100 $NVDA $TSLA $MSFT $AMZN $META $GOOG $BTC

#Stocks #StockMarket #Investing #Earnings #Apple #MarketNews #Trading #FinancialMarkets

A community member's personal view, not investment advice. Community Guidelines

KJ

A very good quarter. I have to admit, perhaps no one even expected it. Apple is a small position in my portfolio, and I’m continuing to hold it.

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