Apple, Microsoft, and Broadcom See Strong Performance Despite Industry Challenges

Apple Inc., Microsoft Corp., and Broadcom Inc. have seen significant performance over the year-to-date period, according to recent research reports from Zacks Equity Research.

Shares of Apple have gained +21.5% over the year-to-date period against the Zacks Computer - Micro Computers industry's gain of +28%. The company's third-quarter fiscal 2026 results showed broad demand across iPhone and Mac, while Services benefited from a record installed base and rising paid subscriptions.

However, fourth-quarter fiscal 2026 growth is expected to slow as foreign exchange and supply constraints intensify. Memory costs are rising, recent price increases may test demand, and tariff refunds provided a temporary benefit to margins and earnings.