Get the latest tech news
J.P. Morgan expects ‘stronger than expected revenue’ for Apple’s Q225 due Thursday
In its latest note to clients, J.P. Morgan analyst Samik Chatterjee expressed optimism, citing a favorable setup for better-than-expected…
In its latest note to clients, J.P. Morgan analyst Samik Chatterjee expressed optimism, citing a favorable setup for better-than-expected revenue and gross margin outcomes despite demand disruptions and tariff-related cost pressures. The firm sees potential for increased Q3 revenue, partly driven by short-term effects of the U.S.-China tariff battle, and remains confident in Apple’s long-term AI-driven growth prospects. While understandably there are already expectations for pull-forwards to challenge calendar 2H 2025 demand, we think given the pullback in shares (down -16% YTD and trading at 26x consensus FY26 EPS), investors are likely to reward the resilience near-term, which will at the bare minimum translate to lower downside risk to FY25 estimates even on a slowdown/digestion.
Or read this on r/apple
