Meta and Amazon Screen as Attractive After Earnings, Apple Looks Fairly Valued

Earnings
โดย 24/7 Wall St.·Read original
Summary · why it matters

Meta Platforms, Amazon, and Apple all reported earnings in late July, with Meta and Amazon screening as attractive while Apple looks fairly valued. Meta missed EPS estimates due to $2.4 billion in one-time legal charges and $1.18 billion in severance costs, but revenue grew 27.96% to $60.80 billion and ad metrics improved. Amazon's AWS grew 37% to $42.23 billion, its fastest pace in 18 quarters, and EPS of $5.75 blew past estimates, aided by a $53.4 billion Anthropic-related non-operating gain. Apple posted its ninth straight beat with $109.417 billion in revenue, but shares fell 9.14% as tariff refunds flattered margins and the stock trades at a stretched 40x multiple. Analyst consensus shows 57 Buys and zero Sells for Meta, 59 Buys and zero Sells for Amazon, and a split 28 Buys, 16 Holds, and 3 Sells for Apple.

Impact on stocks 3

Artificial Intelligence± Mixed · 3 stocks
Amazon.com Inc
AMZN
▲ PositiveCapitalrelevance

EPS of $5.75 beat estimates, aided by $53.4B Anthropic-related gain, and AWS grew 37%.

Meta Platforms Inc.
META
▲ PositiveCapitalrelevance

Revenue grew 27.96% to $60.80B and ad metrics improved despite one-time charges.

Apple Inc.
AAPL
▼ NegativeCapitalrelevance

Shares fell 9.14% as tariff refunds flattered margins and stock trades at stretched 40x multiple.

Theme Impact 3

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