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 Ternus Apple CEOKevan Parekh Apple CFOSabih Khan Apple COO
How it unfolded 1 development · click the chart to see its coverage articlesposts
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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 -
first by 9to5Mac, 10d ago
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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.
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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%.