Apple (AAPL) Expected to Report 12% Revenue Growth in Q1 2026, a Four-Year High
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 25 2026
0mins
Should l Buy AAPL?
Source: seekingalpha
- Revenue Growth Expectation: Apple is projected to achieve Q1 2026 revenue between $136.7B and $139.2B, reflecting a year-over-year growth of 10% to 12%, which would surpass the previous record of $124.3B set in Q1 2025, indicating strong performance in the global market.
- Earnings Per Share Forecast: Consensus estimates suggest Apple will report GAAP earnings per share of $2.67 on revenue of $138.47B, which, if realized, would break the previous record of $2.40 set in Q1 2025, further solidifying its profitability.
- Smartphone Market Leadership: Apple led the global smartphone market in 2025 with a 20% share and a 10% year-over-year shipment growth, showcasing strong demand for the iPhone 17 series, particularly the Pro models.
- Impact of Rising Memory Prices: Despite anticipated memory price increases of 40% to 50% in Q1 2026, Apple is expected to maintain its competitive edge in the short term due to its cash reserves and long-term supply agreements, ensuring memory supply stability.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 297.840
Low
239.00
Averages
306.89
High
350.00
Current: 297.840
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, Wearables, Home and Accessories. Its services include advertising, AppleCare, cloud services, digital content, and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its wearables include smartwatches, wireless headphones, and spatial computers. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Regional Market Opportunities: Analysts suggest that Germany could be Apple's next target in Europe due to its affluent consumer base and strong F1 fan constituency, although entering non-U.S. markets poses risks, the potential in East Asia and Africa remains significant.
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- Earnings Impact Expectations: Investors are closely watching Nvidia's earnings report, as any failure to meet market expectations could trigger significant stock price fluctuations and impact overall market sentiment.
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