NASDAQ:AAPL
Apple Inc (AAPL)
333.88
+0.19 (0.06%)
as of Oct 5, 2026, 2:04:12 pm Market Open.
2021 watching
Financials 
Technical Analysis 0
BUY
Will we see snapback for handsets? She is surprised; she expected a flat reaction to their latest quarter and not this bounce. Why? Apple has China supply problems. Yet, they saw a sharp snapback in Mac sales this quarters, after two quarters of challenging supply chains.Half of the new Mac buyers this quarter were new buyers--this indicates sustainable brand reach and sustains Apple's premium. Most importantly, China will be Apple's inflection point. So, if we see a similar snapback for phones for the next few quarters, this could change the thesis.
electricalelectronic
COMMENT
What Tim Cook did was extraordinary--changing the OS model to make it hard to track ads for Facebook. Today, Apple is punching above its weight today.
Jim LebenthalOwned
electricalelectronic
HOLD
DON'T BUY
Apple will meet its numbers, but won't blow them away. They have a lot of exposure to forex, nearly 65%, while the USD is so strong. That's a concern. Pricing and manufacturing have slowed. It bears single-digit growth and trades at 23x PE, which is higher than the market's. He's not super excited about it.
electricalelectronic
DON'T BUY
Trading at 23x PE and he thinks it will fall to 21x, even 18x. Apple is no longer a tech stock, but ALSO a consumer electronics stock. This is a problem, because CE margins eventually will get compressed. Tech itself remains a growth story, but the PEs are too high. So, he prefers companies with less growth, but more cash flow.
electricalelectronic
PARTIAL SELL
Still owns Apple, but sold some last week, because its multiple won't expand and will stay in the low-20s. It's kind of a mature company.
Jim LebenthalOwned
electricalelectronic
BUY
A decline? Lower iPhone orders or just longer lead times? In fact, demand is so strong, deliver times are pushing into November--and that includes China. DEmand for the Apple Watch is also strong. ALl these negative stories are crazy, nothing to do with anything. Sure, there are short-term concerns, but a fine stock to own long-term. His bull case is rooted in Apple being all about innovation; their expansion into stores and back-up storage; their amazing eco-system as reflected in their dedicated customer base. It's the greatest stock of all time.
electricalelectronic
BUY
There is no important slowdown at Apple. Things are on plan. Every new iPhone meets these slag stories--today it was cutbacks for orders for the new iPhone. Instead, focus on customer satisfaction (over 1 billion in the customer base). Don't trade Apple, but own it for the long haul.
electricalelectronic
PAST TOP PICK
(A Top Pick Sep 14/21, Up 6%) Has outperformed the market and fintech stocks, down double digits. Apple is down 15% from its high. Not chasing it but would add on pullbacks. They just announced a new iPhone last week and demand is strong so far. Pricing is kind of flat in North America, which is good, though pricing will rise elsewhere. App pricing will rise in Europe and Asia. Apple is like a utility in terms of replacement demand. Demand for services is also strong, and Apple has a huge 1.3 billion subscriber base. Very profitable.
Christine PooleOwned
electricalelectronic
BUY
He broke or lost his Apple Watch while on vacation, so went to the Apple Store where he heard there was a lot of consumer interest in the iPhone 14. Shares popped nearly 4% today, by the way. Without your iPhone, you are lost. Own Apple shares and don't trade them. Apple fans understand the company better than the analysts. The whole world has adapted to those phone and are lifers--they won't let go.
electricalelectronic
BUY ON WEAKNESS
Release of new iPhone very important news.
Didn't increase price of new phone which is a good sign.
Satellite business will be interesting to watch.
Believes is a good long term business to own.
Wait to buy shares when stock price decreases.
Most of organic growth has already occurred in company (law of large numbers).
Gordon ReidOwned
electricalelectronic
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
