Apple's stock drops on weak margin forecast in Ternus’ first earnings report: Live updates - CNBC — SkimNews
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- Apple beat Q4 2026 estimates on strong iPhone sales.
- China revenue missed for Apple, adding a separate shortfall to the strong iPhone-driven quarter.
- Apple’s stock dropped as Ternus’s first earnings report carried a weak margin forecast, directly tying the share decline to the outlook.
- Apple’s forecast disappointed investors even after the company beat Q4 estimates, while the weak margin forecast accompanied the stock decline.
Why it matters: For investors, the decisive issue was not Apple’s Q4 2026 earnings beat on strong iPhone sales but the weak margin forecast in Ternus’s first report, which sent the stock lower; China revenue also missed, giving investors a second reported negative.
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