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Source document· January 5, 2026

Zacks Industry Outlook Highlights Apple, Dell and One Stop Systems

View original at finance.yahoo.com
Zacks Industry Outlook Highlights Apple, Dell and One Stop Systems For Immediate Release Chicago, IL – January 5, 2026 – Today, Zacks Equity Research discusses Apple AAPL, Dell Technologies DELL and One Stop Systems OSS…
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  • Since March 31, the Zacks Consensus Estimate for this industry's 2026 earnings has moved south by 0.5%

    80% confidence

  • Apple now expects the December quarter's (first-quarter fiscal 2026) iPhone sales to grow in double digits year over year

    80% confidence

  • Increase exposure on the P-8 Poseidon Reconnaissance aircraft program bodes well for OSS

    80% confidence

  • One Stop's product pipeline is expanding across leading defense organizations and advanced commercial enterprises

    80% confidence

  • The transition to Windows 11 is not yet finished. About 500 million PCs that can run Windows 11 are still waiting for upgrades

    80% confidence

  • The launch of foldable and artificial intelligence (AI) and machine learning-infused smartphones, tablets, wearables, hearables and PCs is another major growth driver for industry participants

    80% confidence

  • Apple's Services segment benefits from an expanding games portfolio and the growing popularity of Apple TV+

    80% confidence

  • One Stop Systems is investing in next-generation product development and advancing new program opportunities that are expected to contribute to positive bookings growth in 2026 and 2027

    80% confidence

  • AI-capable PC shipments to make up 50% of PC shipments in 2026

    80% confidence

  • The growing demand for AI-enabled PCs is contributing to Dell's Client Solutions Group's (CSG) revenue growth

    80% confidence

  • Apple TV+ is benefiting from an expanding content portfolio

    80% confidence

  • The Zacks Computer - Micro Computers industry players are suffering from waning demand for consumer PCs

    80% confidence

  • The Zacks Computer - Micro Computers industry carries a Zacks Industry Rank #190, which places it in the bottom 22% of more than 250 Zacks industries

    80% confidence

  • Weak demand in China has been a headwind

    80% confidence

  • Heightened geopolitical challenges post-U.S. President Donald Trump's decision to levy tariffs on trade partners are expected to hurt industry participants

    80% confidence

  • Dell Technologies is benefiting from strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications

    80% confidence

  • Apple's strategy of adding new games on a continuous basis is driving its user base

    80% confidence

  • The top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one

    80% confidence

  • Industry participants like Apple, Dell Technologies and One Stop Systems are benefiting from steady demand for enterprise devices, including laptops, tablets and smartphones

    80% confidence

  • The improving availability of 5G-enabled smartphones has been a key catalyst for industry participants

    80% confidence
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Ce que nous observons
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Early-to-mid November 2026 is a dense run of clinical readouts and Q3 earnings at AHA, AASLD, ACR and ASH. Mid-cap biotechs (Vir, Mineralys, Arrowhead, Oryzon, Novartis, J&J) are reporting data that feeds into regulatory decisions. The next ones are the ivonescimab BLA (Nov 14) and the lorundrostat PDUFA (Dec 22), followed by ECLIPSE 2/3 and Maritime-1 readouts in Q1 2027. The list also includes an unrelated delisting track (EGM Nov 19, application Jan 25, 2027), and the facts have no AI or fintech content.
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Là où les sources divergent
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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