NASDAQ:AAPL

Apple Inc (AAPL)

311.48
+4.14 (1.35%)
as of Jun 8, 2026, 2:03:22 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 91 opinions in the last 12 months.

Apple Inc. (AAPL) is facing a pivotal moment as experts weigh in on its performance, innovation, and positioning within the technology sector, particularly concerning artificial intelligence (AI). While some analysts commend Apple's robust balance sheet, cash flow, and prudent capital expenditure strategy, others express concern over its perceived lack of innovation and slow response to emerging AI technologies. Despite a stagnant recent performance relative to peers, there is a sense that Apple's historical strategy of allowing others to pioneer technology before making calculated entries could serve it well. The sentiment surrounding both product launches and the company's resilience in navigating market challenges plays a significant role in investor outlook. Overall, while some see clear growth potential driven by brand loyalty and its service ecosystem, others caution about high valuation metrics amidst fluctuating revenue growth.

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Consensus
Mixed
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Valuation
Overvalued
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M$SFT
STRONG BUY
Instead of buying options on Robinhood, which released earnings at the same time, buy Apple. They reported at the same time and reported a blow-out: services, iPhones, Macs, and Watches based on 1.8 billion devices and 785 million subscribers up from 620 million a year ago. Customer loyalty is powerful. It's the best business model in the world. Shares jumped 7% today. They make the best products in the world and are the dominant seller in the US, Europe and most importantly China. They pay a dividend but also buy shares.
HOLD
Doesn't own, but instead owns AAPL's largest shareholder, BRK.B. About 1/4 of BRK.B's market cap is in AAPL. Incredible company, without a stumble in years. Amazing execution for a company that size. Management is doing an incredible job. Samsung has not been able to come up with a sufficiently competitive product.
BUY
They report Thursday and it could be anti-climatic this time. Why? For the first time in ages, Apple stock will be coming in high during a report. Own, don't trade it. Also boasts superior technology.
BUY
Likes it. It is the largest company in the world and can still make money. There was a time when very large companies did well and outperformed the market and this can still happen even though there is some investor sentiment that doubts the ability of very large companies to still be considered growth companies. Apple has an attractive valuation and there are still lots of opportunities to sell hardware. It is also adding more and more services and bundling them. It is a growing part of everyday lives and has increased relevance every day.
DON'T BUY
AAPL vs. FB AAPL's done very well, lots of cashflow. One concern is they're reliant on iPhone for major percentage of earnings. Growth of revenue has been close to 9%, which is weak for tech. AAPL is 31% forward PE with a 10% growth rate, PEG ratio of 3. FB earnings growth has been 25%, and revenue growth 27%. FB valuation makes more sense at 24.5x forward earnings, with a 23% growth rate, PEG ratio of 1.
STRONG BUY
Tech names with real earnings will and are beating those based only on sales or speculation. You want boring, old tech companies and could thrive this year. No surprise here. Own this, don't trade it. Rose 34% last year and has pulled back $10 this week from all-time highs due to the tech meltdown. You must buy any pullback. Expected to give only 2-3% earnings growth, but it usually surprises. WIll beenfit huge from pent-up demand. Last year it suffered supply chain delays, but that should be a tailwind this year, including China. Apple has a massive customer base of 1 billion. Services make up 19% of total sales and will grow a lot, and services offer much higher margins than sales. Long-term, AI will be huge for Apple. It's the best consumer products company in the world. Pays a small dividend, but buys a huge number of shares.
HOLD
Unbelievable performance. Tamp down expectations going forward. The best business the world has ever seen. The world can't run without Apple. It will add more products and services. Metaverse and maybe a car are the next big addressable markets. Don't go crazy buying right now, but don't sell just because expectations are lower.
PARTIAL SELL
Great company. Not in his fund, but clients have it in separately managed accounts. Take a bit of profit, but maintain a core holding. 12-month price target of $183. Virtual reality headsets will be what it's all about, and the software that feeds into them.
BUY
Alphabet is up 68% this year, and MSFT and Apple also did very well. The S&P had its best return since 1990, but we won't see that in 2022, but rather more volatility. Alphabet has had such a dramatic catch up vs. other FAANGs, because Alphabet has embraced the Apple model of share buyback that's exceeded street expectations. The investor's edge is these megacap tech companies return of capital to shareholders. Maybe that's why Amazon has underperformed this year (no share buybacks). MSFT, Alphabet and Apple are his picks given this buyback reason.
BUY
Continues to like it. 1.4B devices out there that turn over every few years, with a 93% loyalty rate. Getting more credit for services business, getting a higher multiple than hardware business. 5G is a game changer.
BUY
Apple now is the heaviest traded stock in terms of options volumes as it hits new highs. This jump could be due to investors seeing Apple as a safe haven or a recent analyst upgrade, but the market is putting big bets of $215 to go higher. Other stocks are tired, but Apple is running into year-end. Apple was recently just in the high-140s and now at 180s.
BUY
Was named a 2022 top pick at JPMorgan. Is this the primo defensive play? Yes, you can argue that. Shares perked in this summer when the Delta variant hit, followed not by Omicron. It's defensive. Apple can still grown. In Q1 they will launch a 5G iPhone and will likely be received well. That said, she is leery if there's more multiple expansion with Apple. If it grows earnings faster than expected in 2002, then shares can rise further.
BUY
Apple is the 5th-largest economy in the world, he says without sarcasm. Apple is an asset. For a generation holding onto stocks longer than expected (because bonds don't pay like they used to ), Apple is the exact asset to replace fixed income. Apple is a hybrid of stock and bond. It has ridiculous free cash flow and boasts double-digit revenue growth and profit expansion. It's up 25% this quarter so far and up 8% this month so far.
COMMENT
It doesn't have to innovative to be a great stock. Why has the stock moved up so far? We need to see their stores grow and their new phone to deliver. Apple is a safe stock--defensive--to own. That's all. (JPM upgraded Apple today at a $225 PT as its top pick for 2022). Other analysts are now targeting $250, based on Apple's work in the metaverse and self-driving cars.) To reach $250, Apple needs to grow earnings and expand its PE multiple. The metaverse hasn't done much for Meta/Facebook. Rather, we need to see telcos continue to subsidize Apple's $1,000 phones.
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