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Apple, Palantir On Deck Monday As AI Demand, iPhone Growth Face Test

Reviewed by ClearTape · Source: Benzinga

Key takeaways

  • Apple’s earnings show iPhone momentum and AI progress, while Palantir’s growth fuels optimism for the AI‑software space.
  • Apple
    EPS

    Earnings per share — profit for one share of the company, in dollars.

    Learn more →

    $1.98 vs $1.85
  • Apple revenue $113.19 billion vs $102.47 billion
  • Palantir
    EPS

    Earnings per share — profit for one share of the company, in dollars.

    Learn more →

    $0.39 vs $0.21

What happened

Apple released its Q4 earnings, reporting earnings per share of $1.98 versus $1.85 a year ago and revenue of $113.19 billion versus $102.47 billion, a 10% rise. The company highlighted continued iPhone and Mac demand despite supply constraints and announced progress on its Siri AI work. Palantir also reported Q3 results, beating estimates with

EPS

Earnings per share — profit for one share of the company, in dollars.

Learn more →

of $0.39 versus $0.21 and revenue of $2.18 billion versus $1.18 billion, and raised its 2026 revenue
guidance

What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.

after reporting 93% revenue growth.

Why it matters

Apple’s earnings confirm that its core hardware sales are holding up and that its AI initiatives are gaining traction, which supports the company’s elevated valuation. Palantir’s strong growth and

guidance

What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.

lift expectations for the broader AI‑software sector and may influence sentiment toward tech stocks.

Short-term and longer-term

Short-term. Apple’s earnings are likely to keep the stock near its 52‑week high, with traders watching for any signs of slowing iPhone demand or supply issues.

Longer-term. Over the next few months, Apple’s continued AI integration could open new revenue streams, while Palantir’s growth trajectory may influence long‑term valuations for AI‑software companies.

Words on this card

EPS Learn
Earnings per share, the portion of a company’s profit allocated to each outstanding share of common stock.
Revenue
Total income generated from sales of goods or services.
52‑week high
The highest price a stock has traded at during the past year.
AI
Artificial intelligence, computer systems that perform tasks that normally require human intelligence.
Guidance
What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.
Earnings Learn
A company’s results report — usually profit and sales for a quarter, plus any update on what comes next.

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