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19 minutes ago
- Yahoo
JP Morgan Says Apple's Set To Beat Q3 Estimates
Apple (NASDAQ:AAPL) looks set to beat when it reports Q3 fiscal 2025 on Thursday July 31 despite headwinds from cooling iPhone demand and modest Services growth. J.P. Morgan's Samik Chatterjee says the near?term setup is stronger than imagined given H1 pull?forward benefits, App Store link?outs in the US and the looming DOJ versus Google lawsuit in Services. The bank forecasts revenue of $89.6 billion, with iPhone at $39.9 billion, iPad at $7.7 billion, Mac at $7.4 billion and Services at $26.7 billion, some $600 million above the $88.96 billion consensus and sees EPS of $1.43. The firm keeps an Overweight rating and $250 price target after Apple has beaten revenue and EPS estimates for seven straight quarters. Services growth has remained healthy but lackluster, and the iPhone 17 rollout is failing to excite an install base used to major feature leaps. Apple's installed device base tops 2 B active units, giving it a cushion if upgrade cycles slow. Analysts will also watch for any updates on Siri enhancements and Vision Pro traction as Apple leans into AI amid peers. J.P. Morgan's Overweight thesis hinges on this resilience amid a tougher macro backdrop. Production headwinds have eased versus 90 days ago, hinting at smoother supply chains. Why it matters: A beat on July 31 could give AAPL shares a lift and set the stage for the iPhone 17 launch. Investors will be watching the Q3 result live and tracking early demand signals for Apple's next phone. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
19 minutes ago
- Yahoo
Wedbush Calls AI Microsoft's Shining Moment
Microsoft (NASDAQ:MSFT) executive aren't losing any sleep over Q4, with Wedbush just stuck with its Outperform call and $600 target ahead of the July 30 report. Warning! GuruFocus has detected 7 Warning Sign with MSFT. Daniel Ives and the team reckon the AI revolution is in full swing, with enterprise deals accelerating across finance, government and retail. They see Azure and Office AI features driving Microsoft toward a $4 trillion market capand even $5 trillion in the next 18 months. Over the next three years, more than 70% of its installed base should be running AI tools, and early Copilot rollouts could tack on about $25 billion by FY 26. Wedbush calls this Redmond's shining moment, pointing out stronger cloud wins against Amazon (AMZN) and Google (NASDAQ:GOOG) and smoother supply chains compared to 90 days ago. They're clear that while FY 25 looks solid, FY 26 is when AI really kicks inand they don't think the Street has fully caught on yet. Investors will be watching the July 30 print for proof. This article first appeared on GuruFocus.
Yahoo
19 minutes ago
- Yahoo
Why Solana Is Sinking Today
Key Points Valuations for Solana and other top cryptocurrencies are dipping today following new information in Tesla's quarterly report. Tesla sold 75% of its Bitcoin holdings in the second quarter. Despite some recent pullbacks, the crypto market has been on an impressive run -- and it's got a big test coming up at the end of this month. 10 stocks we like better than Solana › Solana (CRYPTO: SOL) is selling off Friday amid valuation pressures impacting the broader cryptocurrency market. The token was down 2% over the past 24 hours as of 5:20 p.m. ET. Meanwhile, Bitcoin was down 1.3%, and Ethereum was down 0.3%. Top cryptocurrencies are seeing sell-offs today following Tesla's disclosure that it had sold 75% of its Bitcoin holdings in the second quarter. The crypto market has seen a significant recovery since the morning trading hours, but Solana is still in the red. Solana slips as Tesla discloses Bitcoin sale With the Q2 report Tesla issued yesterday, the company showed that it had sold 75% of its Bitcoin holdings in Q2. The news has caused investors to become more cautious about valuations in the crypto market today, and Solana is seeing a moderate valuation pullback in conjunction with the trend. The cryptocurrency market has generally been on an impressive bull run, with Bitcoin's march above $123,000 per token and favorable political developments helping to power strong gains. On the heels of the rally, investors are taking profits, easing off on purchases, and waiting for indicators about where valuations might be heading next. What's next for Solana? Solana has climbed roughly 20% over the last three months, but it's still down 4% across this year's trading. The token now has a market capitalization of roughly $99 billion, and it ranks as the sixth-largest cryptocurrency by valuation. The Federal Reserve's Federal Open Market Committee (FOMC) will meet on July 28 and July 29 and make a determination about whether to cut interest rates. Expectations that the FOMC will cut rates multiple times before the year is over have likely already factored in to gains for Solana and other cryptocurrencies over the last several months, but the upcoming Fed meeting still looks like the next big catalyst for the crypto market. Should you invest $1,000 in Solana right now? Before you buy stock in Solana, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Solana wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,774!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,942!* Now, it's worth noting Stock Advisor's total average return is 1,040% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bitcoin, Ethereum, and Solana. The Motley Fool has a disclosure policy. Why Solana Is Sinking Today was originally published by The Motley Fool
