#股票财报季 Apple reports after the market closes next Monday (early morning on November 3, Beijing time), but I’ve already started thinking about it.
Last quarter, revenue came in at 109.4 billion and EPS at 2.02, both above expectations. Yet the stock still fell 7.35% on earnings day. The good news had already been priced in—that’s happened with Apple before.
This time, the market expects revenue of around 113.4 billion and EPS of about 1.99. The company’s own guidance calls for 9%–11% growth, and expectations are already near the upper end of that range. The stock is now around 348, just a step away from its recent high of 351.8; 336 is this month’s low.
What I’m most interested in is whether higher memory prices will eat into gross margins, and what holiday-season guidance the new iPhone Duo will get. Good-looking numbers don’t necessarily mean the stock will rise—guidance is what matters.
What do you think: will good results send the stock up, or will it be another “sell the news” moment? $AAPL $QQQ #美股财报
Just my personal opinion, not a recommendation
Last quarter, revenue came in at 109.4 billion and EPS at 2.02, both above expectations. Yet the stock still fell 7.35% on earnings day. The good news had already been priced in—that’s happened with Apple before.
This time, the market expects revenue of around 113.4 billion and EPS of about 1.99. The company’s own guidance calls for 9%–11% growth, and expectations are already near the upper end of that range. The stock is now around 348, just a step away from its recent high of 351.8; 336 is this month’s low.
What I’m most interested in is whether higher memory prices will eat into gross margins, and what holiday-season guidance the new iPhone Duo will get. Good-looking numbers don’t necessarily mean the stock will rise—guidance is what matters.
What do you think: will good results send the stock up, or will it be another “sell the news” moment? $AAPL $QQQ #美股财报
Just my personal opinion, not a recommendation
