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Friday, October 19, 2012

Google Inc (NASDAQ:GOOG) Up On Relief Rally, Apple Inc.(NASDAQ:AAPL) Extends Fall Ahead of Earnings


Google Inc(NASDAQ:GOOG) shares are showing relief rally in the opening session at least after a slump of 8% in yesterday’s session as the company’s early issued results due to a glitch, which had widely analysts’ estimate. It would be interesting to see if the stock can hold on with its early gain as investors are very nervous after yesterday’s lackluster earnings.

In the third quarter, the search engine posted EPS of $9.03 and revenue of $ $11.33 billion, both missed analysts target by significantly with EPS fell short of $1.62 and revenue by $550 million. The key concern during the quarter was the company’s revenue excluding Motorola, saw a growth of below 19% for the first time after showing well above 20%’s growth rate in the past few quarters.

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Although, the volume of ads jumped by 33%, but the average price paid by web-search advertisers to Google per click put pressure on the company, which fell 15%.

They key concern remains that the increased use of mobile devices may put further pressure on the company’s earnings.

Apple Inc.(NASDAQ:AAPL) continued to be under pressure and fell 0.72% to $628.09 after plunging over 1.70% in yesterday’s session. After the lackluster earnings by various blue chip tech companies, investors are trading AAPL cautiously as yesterday analyst at BMO said that the company’s earnings forecast for the current quarter could be bit more conservative.

Moreover, the analyst reduced its iphone estimate by 4 million to 46 million, stating supply constraints. The supply shortage is not the new problem for the company as the demand for iPhone is much larger than supply.
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Yesterday’s fall was further sparked after Verizon (NYSE:VZ) commented that they saw supply crunch in the latest quarter. Following this, analyst at Jefferies & Co. reduced its projections r total iPhone 5 sales unit sales in the quarter to 5 million from 8 and 10 million.

However, the key question remain can the worl’d largest company by market value will be able to buck the trend and report higher than estimated earnings and forecast better quarter?
The stock has already lost 10% from its peak of $705.07 on heavy supply crunch for its iPhone 5.

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