J.P. Morgan expects ‘stronger than expected revenue’ for Apple’s Q225 due Thursday

In its latest note to clients, J.P. Morgan analyst Samik Chatterjee expressed optimism, citing a favorable setup for better-than-expected revenue and gross margin outcomes despite demand disruptions and tariff-related cost pressures. The firm sees potential for increased Q3 revenue, partly driven by short-term effects of the U.S.-China tariff battle, and remains confident in Apple’s long-term AI-driven growth prospects.
J.P. Morgan analysts:‎We are positive on AAPL shares with a near-