Investment
The Motley Fool

Should You Buy or Sell Apple Stock Before July 31? The Answer May Surprise You

July 21, 2025
09:00 AM
5 min read
AI Enhanced
financialtechconsumer goodsmarket cyclesseasonal analysismarket

Key Takeaways

The technology giant now has a market cap of $3.1 trillion.

Article Overview

Quick insights and key information

Reading Time

5 min read

Estimated completion

Category

investment

Article classification

Published

July 21, 2025

09:00 AM

Source

The Motley Fool

Original publisher

Key Topics
financialtechconsumer goodsmarket cyclesseasonal analysismarket

What's remarkable is The nology giant now has a market cap of $3. 1 trillion

One of the most important companies in the world reports earnings on July 31 (an important development)

Moreover, Moreover, Apple (AAPL 1

However, 17%) -- maker of the iPhone, Apple Watch, Air Pods, and more -- is set to give investors another financial for the second quarter of 2025

The stock has soared in the last five years but has recently hit a rough patch in 2025, with s down 14% year to date (YTD) due to concerns over slowing growth and tariffs implemented by the United States on other nations

Moreover, 2025 is shaping up to be a pivotal year for Apple as it tries to find new ways to grow

Meanwhile, Does that mean you should buy or sell the stock before the July 31 earnings (fascinating analysis)

The answer is when looking at the numbers

Struggles to keep growing with peers It's undoubtedly one of the most fitable ducts ever, but the iPhone is now hitting maturity in relation to its annual sales around the globe

Pricing power can help the $200 billion-per-year duct eke out a little bit of growth in the coming years, but the fact that upgrade cycles for customers keep expanding will be a consistent headwind for duct growth

Moreover, New phones are now similar to older models, with little nological innovation to spur customers to upgrade to the devices (which is quite significant)

The iPhone makes up half of Apple's overall revenue (an important development)

Stagnation in iPhone revenue -- which hasn't grown since 2021 -- is why Apple's overall revenue has barely grown in the last few years

Moreover, It's ing for the next blockbuster computing duct, in light of current trends

Additionally, Last year, it debuted the Apple Vision, a $3,000 mixed reality headset (noteworthy indeed)

Today, it is that the Vision has been a total flop for the company, with very few headsets actually sold

Yes, Apple's services division is showing steady growth, hitting a record $100 billion in overall revenue in the last 12 months, but it is not going to be a huge needle mover for a stock with a market cap of $3. 1 trillion, given current economic conditions

Apple needs a new hardware device to take its to the next level (an important development)

Unless that happens, it will keep falling behind its big nology peers

We can see this by indexing revenue growth for Apple, Microsoft, Alphabet, and Amazon in the last five years, amid market uncertainty

Apple's revenue is up 46% and hasn't grown since 2022, while Microsoft's is up 83

On the other hand, 5%, Amazon's is up 86. 9%, and Alphabet's is up 109

At the same time, The other big nology players are leaving Apple in the dust

AMZN Revenue (TTM) data by YCharts

At the same time, Potential recovery in China Another headwind for Apple has been China, where grown nology players and smartphone makers have been taking market from iPhones (which is quite significant)

Revenue in the country has been in decline since March 2022, which is disappointing since it used to be such a big growth engine for Apple

However, things may be turning around this year, with third-party analysts estimating that China revenue grew 8% year over year for Apple in Q2 (noteworthy indeed)

Over the long term, it is hard for investors to be bullish on Apple in China

Moreover, Meanwhile, The country has a "Made in China 2025" mandate, which is driving down demand for Western brands

Apple has a fantastic pull as a brand in China, but it is hard to fight government headwinds this

There's also the tariff and trade war between the United States and China, which Apple could end up being caught right in the middle of, since it does the majority of its manufacturing in China

This tells us that is a risk that investors need to consider before buying Apple stock (an important development)

Other countries may vide some level of support to revenue growth, such as India and its large population

However, these are only a tiny portion of Apple's sales today and won't affect its consolidated financials for many years

What the re reveals is company's growth will be driven by North America and China

On the other hand, Image source: Getty Images

Should you buy or sell Apple stock before earnings

At today's market cap, Apple trades at a price-to-earnings ratio (P/E) of 33

This's much higher than its long-term average, and even higher than some of its big nology peers Alphabet that are growing revenue much faster

Looking toward the future, it is difficult to find reasons for Apple to grow besides raising prices on iPhones and incremental services revenue (this bears monitoring)

It has shown zero presence in artificial intelligence (AI), has no cloud computing strategy, and has failed to leap ahead into new computing paradigms

For at least the next few years, it looks investors will be stuck with the same old Apple and its iPhone, computer, and accessories ducts, in this volatile climate

Additionally, Additionally, Even though this is one of the best brands in the world, investors should sell Apple before its Q2 earnings report

There isn't much growth left to be had with this stock, amid market uncertainty

On the other hand, John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors, in this volatile climate

Additionally, Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors, amid market uncertainty

Brett Schafer has positions in Alphabet and Amazon

However, The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, and Microsoft

Nevertheless, Meanwhile, The Motley Fool recommends the ing options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft

The Motley Fool has a disclosure policy.