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$298.02
· Day: +0.87%
· 30d: +1.80%
PROMISING
Steady margin growth and a durable services mix outweigh soft iPhone units.
Latest TLDR: 2026-08-07
Services revenue continues to carry the quarter while hardware demand stays flat. Margin expansion is the story analysts keep returning to.
$443.19
· Day: +0.59%
· 30d: +10.92%
PROMISING
Azure momentum is strong enough to absorb elevated capex.
Latest TLDR: 2026-08-07
Cloud segment growth held above expectations. Capital expenditure on AI infrastructure remains the main drag on free cash flow.
$161.34
· Day: -1.90%
· 30d: +0.27%
MIXED
Fundamentals are excellent; valuation leaves no room for error.
Latest TLDR: 2026-08-07
Data center demand remains extraordinary, but the stock is priced for near-flawless execution. Any supply hiccup moves it hard.
$226.41
· Day: +0.73%
· 30d: +1.94%
MIXED
Improving, but the reacceleration is partly a base effect.
Latest TLDR: 2026-08-07
Retail margins improved on fulfillment efficiency; AWS growth reaccelerated modestly off a soft comparison.
Deliveries missed consensus again and average selling prices fell further. Price cuts are defending volume at the cost of margin.