conv.

All stories
BusinessQuiet 10d · day 10

Apple stock tumbles 3% after hours on mixed Q4 earnings and weak outlook

Apple reported strong revenue growth but signaled slower holiday quarter expansion and margin pressures.

What to know

  • Apple's Q4 showed solid fundamentals: 12% revenue and profit growth, record Services, and strong iPhone/Mac sales, but the forward outlook disappointed the market.
  • Holiday quarter expectations include record revenue but margin compression, slower growth, and persistent supply shortages—a cautious signal despite strong quarterly close.
  • Stock volatility during after-hours trading reflected the tension between beat results and weakened guidance; market reaction on Tuesday's open remains uncertain.

“Apple shares fell as much as 4.43% in after-hours trading on Monday during the company's fiscal Q4 2026 earnings call, before recovering some of those losses later in the evening”

9to5Mac · 9to5Mac ↗

John TernusJohn Ternus Apple CEOKevan Parekh Apple CFOSabih Khan Apple COO

Apple stock tumbles 3% after hours on mixed Q4 earnings and weak outlook
9to5mac.com

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 3 pieces in 3h at Nov 2, 7 PM; 4 pieces over 10 days (2 articles · 2 posts) Nov 2, 4 PM — 1 piece · 1 article — Newswires 1Nov 2, 7 PM — 3 pieces · 1 article · 2 posts — Mastodon 2, Newswires 1Nov 2, 10 PM — quietNov 3, 1 AM — quietNov 3, 4 AM — quietNov 3, 7 AM — quietNov 3, 10 AM — quietNov 3, 1 PM — quietNov 3, 4 PM — quietNov 3, 7 PM — quietNov 3, 10 PM — quietNov 4, 1 AM — quietNov 4, 4 AM — quietNov 4, 7 AM — quietNov 4, 10 AM — quietNov 4, 1 PM — quietNov 4, 4 PM — quietNov 4, 7 PM — quietNov 4, 10 PM — quietNov 5, 1 AM — quietNov 5, 4 AM — quietNov 5, 7 AM — quietNov 5, 10 AM — quietNov 5, 1 PM — quietNov 5, 4 PM — quietNov 5, 7 PM — quietNov 5, 10 PM — quietNov 6, 1 AM — quietNov 6, 4 AM — quietNov 6, 7 AM — quietNov 6, 10 AM — quietNov 6, 1 PM — quietNov 6, 4 PM — quietNov 6, 7 PM — quietNov 6, 10 PM — quietNov 7, 1 AM — quietNov 7, 4 AM — quietNov 7, 7 AM — quietNov 7, 10 AM — quietNov 7, 1 PM — quietNov 7, 4 PM — quietNov 7, 7 PM — quietNov 7, 10 PM — quietNov 8, 1 AM — quietNov 8, 4 AM — quietNov 8, 7 AM — quietNov 8, 10 AM — quietNov 8, 1 PM — quietNov 8, 4 PM — quietNov 8, 7 PM — quietNov 8, 10 PM — quietNov 9, 1 AM — quietNov 9, 4 AM — quietNov 9, 7 AM — quietNov 9, 10 AM — quietNov 9, 1 PM — quietNov 9, 4 PM — quietNov 9, 7 PM — quietNov 9, 10 PM — quietNov 10, 1 AM — quietNov 10, 4 AM — quietNov 10, 7 AM — quietNov 10, 10 AM — quietNov 10, 1 PM — quietNov 10, 4 PM — quietNov 10, 7 PM — quietNov 10, 10 PM — quietYesterday, 1 AM — quietYesterday, 4 AM — quietYesterday, 7 AM — quietYesterday, 10 AM — quietYesterday, 1 PM — quietYesterday, 4 PM — quietYesterday, 7 PM — quietYesterday, 10 PM — quietToday, 1 AM — quietToday, 4 AM — quietToday, 7 AM — quietToday, 10 AM — quietToday, 1 PM — quietToday, 4 PM — quietToday, 7 PM — quiet ◂ 1 earlier
Nov 3Nov 4Nov 5Nov 6Nov 7Nov 8Nov 9Nov 10yesterdaynow · 8:23 PM ET
  1. 1

    Apple stock falls 4.43% during after-hours trading before partial recovery

    Apple shares initially climbed 0.5% to $340.00 following the earnings release, but reversed course as the conference call progressed, falling to $323.33 (4.43% below Monday's close). Shares recovered to $328.81, finishing after-hours trading down 2.81%.

    “Apple today reported its fiscal Q4 2026 results, with a 12% increase in revenue, another 12% increase in net profit, and record revenue from its Services category…”
    — 9to5Mac · source
    1. first by 9to5Mac, 10d ago

  2. background

    Apple executives signal mixed holiday quarter outlook on earnings call — During the earnings conference call, CEO John Ternus, CFO Kevan Parekh, and COO Sabih Khan addressed analyst questions about rising memory costs, hardware price increases, and supply constraints. They outlined a cautious holiday quarter outlook: expecting record quarterly revenue but facing slower year-over-year growth, lower profit margins, and continued Mac and iPad shortages.

  3. background

    Apple posts Q4 2026 results with 12% revenue growth, record Services revenue — Apple reported fiscal Q4 2026 earnings with 12% revenue increase, 12% net profit growth, and record Services category revenue following its first sequential quarterly decline in 15 quarters. iPhone revenue rose 17% and Mac revenue jumped 24%, but Wearables, Home, and Accessories fell 8% and iPad revenue declined 10%.