Analysts split on Apple after strong Q3 beat overshadowed by soft Q4 guidance

Wall Street’s reaction to Apple’s fiscal third-quarter 2026 results, released Thursday, July 30th, mixed praise for robust demand with caution over near-term supply and cost pressures. The company posted record June-quarter revenue of $109.4 billion, up 16% year over year and ahead of consensus expectations around $108.9–$109 billion, with diluted EPS of $2.02 versus the roughly $1.89 Street estimate. iPhone and Mac delivered standout growth (iPhone revenue about $54.3 billion