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Wall Street expects YoY Apple earnings growth of 1.4%, sales growth of 3.9% for Q325

MacDailyNews

Jul 23

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Analysts surveyed by FactSet anticipate that Apple will report earnings of $1.42 per share on $89.1 billion in revenue for the June quarter.

This compares to $1.40 per share on $85.78 billion in sales from the same period last year. Wall Street projects a modest year-over-year earnings increase of 1.4% and sales growth of 3.9%.

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Apple stock is trading below its 200-day moving average line, a negative sign.
Apple hasn’t offered much for investors to get excited about lately. Announcements at the company’s Worldwide Developers Conference were uninspiring, and analysts say it badly lags in artificial intelligence.
In a client note Wednesday, Monness Crespi Hardt analyst Brian White said Apple is “facing a mountain of worry.” He noted regulatory headwinds and the implications of President Donald Trump’s trade policies.
“Apple takes to the earnings stage with a series of headwinds in its path,” White said. Those headwinds include “tariffs, setbacks on the AI front, economic challenges in China, heightened scrutiny around the App Store, and potential collateral damage from the outcome (ruling expected by the end of August) of the DOJ’s civil antitrust search suit against Alphabet’s Google. Plus, Apple is entrenched in its own DOJ antitrust lawsuit,” he said.
Morgan Stanley analyst Erik Woodring said Apple stock will be stuck in a trading range of 195 to 215 until investors can get clarity on a number of issues. They include concerns around services growth, the impact of tariffs, and the Department of Justice remedy ruling in the Google antitrust case, he said.

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MacDailyNews Note: White maintains a “Buy” rating and $245 price target on Apple stock while Woodring rates Apple stock as “Overweight” (Buy) with a price target of $235.

Apple is due to third fiscal quarter results and business updates on Thursday, July 31, 2025, after market close, right around at 1:30 p.m. PT / 4:30 p.m. ET.

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[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]

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