NASDAQ:AAPL

Apple Inc (AAPL)

327.74
+1.15 (0.35%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
2025 watching
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Investor Insights
star iconJul 21, 2026, 12:00 am

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

Apple Inc. (AAPL) is currently experiencing mixed sentiments among experts regarding its long-term prospects, particularly in relation to artificial intelligence (AI) and its traditional hardware business. While some experts appreciate Apple's strong product margins and robust service segment, there is notable concern over its lag in AI development compared to competitors. The company’s strategy of allowing other tech firms to invest heavily in AI, only to step in later, is a point of discussion. Many analysts believe Apple's profitability will remain strong due to its vast user ecosystem and cash reserves, though its valuation is a point of contention, with some suggesting that it’s fully priced amid slow growth. A considerable number of reviews highlight upcoming product launches and their potential to boost shares, although the skepticism surrounding AI adoption continues to loom.

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Consensus
Hold
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Valuation
Fair Value
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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.
BUY
The top 5 senior growth/tech stocks: #5 Apple: We keep hearing that they say they don't need more chips because sales are ugly. That's possible, but these supply stories are unreliable. The consumer is strong and the iPhone 13 offers a lot of improvement. Shares popped today. They sell the best products and Millennials love them.
BUY
Does not view it as a growth stock. Apple is reasonably valued compared to other tech valuations that are more extreme. 28x price to earnings. Does have some value characteristics due to cash generation. Too expensive relative to other cyclical parts fo the markets.
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PAST TOP PICK
(A Top Pick May 11/21, Up 26.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with APPL has achieved its $159 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $125) to $140. If triggered, this would result in a net investment gain over 18%.
BUY
Allan Tong’s Discover Picks If you do want to invest in a headline stock in EV’s then consider Apple. The maker of iPhones—it’s long been reported—plans to build self-driving EV’s. We all know of Apple’s long track record of building innovative products, such as the iPod and the tablet, so they’ve earned the confidence of the market to succeed in EV’s. Some readers will swear by Tesla, and I can’t argue against its magnificent stock performance in past years, but Apple offers far less volatility. Read 4 Popular Headline Stocks for our full analysis.
BUY
She bought more in the latest September pullback. Likes it long term. Chip shortages have caused pullback in volume expectations, but this will get resolved. Transitioned from a product-only company to one with services, which account for 33% of revenue. Keeps coming up with new services and features.
BUY
Apple is the perfect example of the stock market today. They just delivered a strong quarter, but suffered revenues shortfalls from the chip shortage. The street is dead wrong about Apple and sold it off today. Apple products are excellent and will remain in demand.
BUY
Don't think of this merely as a smartphone play, but offer payments, entertainment, news, sports, game, healthcare through its ecosystem. They make the best products. He expects them to report a good quarter and if it has any problems it's due from component shortages that can't meet demand. Huge cash flow.
PAST TOP PICK
(A Top Pick Oct 02/20, Up 33%) Last year was a little more quiet in the market. The best business in the world. It is not trading at the highest multiple in the world though. Great quality business should trade at at least 25 - 30x earnings. Apple trades at 25x forward earnings. Continues to innovate.
DON'T BUY
iPhone is 50% of its revenue. If it runs into an issue (technical glitch, fashion), this will materially impact the stock. Earnings have grown about 17%, while revenue's grown about 8%. 8% seems weak compared to other tech biggies. Not that AAPL will falter, but there are other names he'd rather own.
PAST TOP PICK
(A Top Pick Oct 23/20, Up 29%) He bought this in 2005. He's done extremely well and there's lots of runway ahead. Tailwinds: 5G is coming and 1.4 billion phones out there will need to upgrade, and a 93% customer loyalty rate. Supply delays will mean deferred purchases, not cancellations.
BUY
Apple's supply shortages are nothing new. Like, 11 years ago, the iPhone 4 had problems with its antenna and the stock got crushed, but that was a great buying opportunity. The stock is now worth 10 times more. You don't get many buying opportunities for Apple like now. The semis shortage is hitting all companies. Apple boasts the best technology and the most loyalty customer base. Apple won't lose sales of iPhones, but those sales will be postponed. And don't trade this; nobody is that nimble.
COMMENT

Google and MSFT don't deliver products in a box, but deliver software or services over the internet, so both stocks will do well (in light of supply chain shortages). In contrast, Apple must deliver hard products, like phones and watches, but are suffering supply bottlenecks. The latter will likely guide cautiously this earnings season which may hurt these stocks.

COMMENT
Likes Apple. Apple is slightly less expensive on valuation than Microsoft. Their franchise is second to none. They came out with the iPhone 13, which was not particularly flashy, but the expected sales is positive. There are aging iPhones and the replacement cycle will be enormous. They have a good formula for success. Multiple has moved up in part to the recognition of the formula's ability to repeat itself.
TOP PICK
She likes it for their 1 billion customer base. Apple will benefit from the 5G upgrade cycle; we're in the early innings of this. This afternoon, Apple will launch another upgraded, 5G phone. They've transitioned well from hardware (computers, phones) to services on a reliable subscription basis which now account for a third of their gross profits. Nice recurring revenues streams in Apple cloud and Apple music, and their wearables business has done very well, including the Apple Watch. Her three young adult daughters own the Watch, iPhone and Mac Pro, so Apple products resonate with a young demographic. Long growth to come. (Analysts’ price target is $165.82)
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