Earnings reaction · AAPL

How analysts reacted to Apple’s results

Apple reported on July 30, 2026 (quarter ended Jun 2026). In the next sessions, 15 Wall Street firms published notes: 3 raised their price target, 4 cut it and 3 kept it unchanged. The median target of the 10 firms with a before-and-after figure went from $328 to $345 (+5%). 3 firms downgraded it. The shares fell 7% on Jul 31, the first session after the report.

Jul 30, 2026 reported15 firms3 raised4 cut
Median target$328 → $345+5% · 10 firms
Target changes3 raised4 cut · 3 kept · 0↑ 3↓ ratings
Share move−7%Jul 31 · $333.43 → $308.91
EPS vs consensusBeat 2%1.91 vs 1.88 expected

Every firm’s call 15

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 8% ($333.63 on Oct 6), against a median target of $345 from these firms. Apple consensus today

Before After Share price
TD CowenBuy$350$400+14%Jul 31
Wells FargoBuy$310$350+13%Jul 31
RosenblattHold$276$300+9%Jul 31
UBSHold$296$296KeptJul 31
KeyBancSell$250$250KeptJul 31
Bank of AmericaBuy$380$380KeptJul 31
Morgan StanleyBuy$364$360−1%Jul 31
JP MorganBuy$345$340−1%Jul 31
Goldman SachsBuy$370$360−3%Jul 31
BarclaysSell$253$245−3%Jul 31
OppenheimerHold———Jul 31
Raymond JamesHold———Jul 31
Phillip SecuritiesDowngradeSell—$290—Aug 3
China RenaissanceDowngradeHold———Aug 4
DZ BankDowngradeHold—$310—Aug 4

Earlier Apple reports

Latest earnings reactions

All earnings reactions

How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true

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