As stocks move lower into the close, the big releases after the bell include Apple and Amazon. Apple shares are higher by $1.60 or 0.59% at $271.30. Amazon shares are down $-6.67 or -2.90% at $223.70.
Apple (AAPL):
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Expected EPS: $1.78 per share, up about 5–6% year-over-year.
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Expected Revenue: Around $102.23 billion, reflecting roughly 6–7% annual growth.
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Full-year outlook: EPS growth projected near 9–10% with revenue growth of about 5–6%.
Amazon (AMZN):
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Expected EPS: About $1.57 per share for the upcoming quarter.
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Expected Revenue: Roughly $177.91 billion.
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Full-year outlook: EPS forecast between $6.85 and $7.17, with total revenue near $723 billion and growth estimated between 9–15%.
Amazon Web Services (AWS) Outlook
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Revenue Growth: Expected to rise about 18% year-over-year, with analysts watching for acceleration toward the 20% mark as a key benchmark.
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Focus Areas: Investors will be paying close attention to margins, AI infrastructure expansion, and capital spending on data centers and chips.
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Competitive Watch: AWS performance will be compared closely with Microsoft Azure and Google Cloud to gauge relative strength in AI-driven demand.
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Management Commentary: Guidance on enterprise spending trends, AI workloads, and efficiency initiatives will be crucial for gauging growth durability.
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Market Implication: A print above 20% growth would likely be seen as confirmation that AWS is regaining momentum; anything below expectations could pressure Amazon’s overall valuation
This article was written by Greg Michalowski at investinglive.com.
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