NASDAQ:AAPL
Apple Inc (AAPL)
332.45
-1.24 (0.37%)
as of Oct 5, 2026, 6:05:13 pm Market Open.
2021 watching
Financials 
Technical Analysis 0
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.
electricalelectronic
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.
Barry SchwartzOwned
electricalelectronic
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.
electricalelectronic
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.
Gordon ReidOwned
electricalelectronic
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.
electricalelectronic
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.
electricalelectronic
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.
Gordon ReidUnknown
electricalelectronic
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)
Christine PooleOwned
electricalelectronic
HOLD
A ruling today hit Apple hard after a judge today mostly ruled against Apple, that Apple must allow external links from their app store. This is a blow to Apple's profitability because the app store profit margins are huge. Epic, the videogamer who filed the suit, wanted to keep more autonomy and keep more of its revenue. A complication decision, but he doesn't know if this ruling will hold out. No idea. Until today, Apple's stock was ripping higher, and shares got hit today. You can trade this, but he thinks you shouldn't, but hold on. The news is bad for Apple, but good for third-party app developers.
electricalelectronic
HOLD
Price target of $164. Over the fall, you may find some chances to add to your position. Facing headwinds in the Apple store take rate. Must prove SaaS is growing to justify the rich valuation. Looking at growth and price earnings, PE ratio of 28x isn't concerning. But the PEG ratio is, as it's surged to 5.51. He's thinking of writing calls on it.
Kim BoltonOwned
electricalelectronic
STRONG BUY
He's still long Apple and had been targeting $175 but now he sees it passing $200. Health, the wallet and now satellites, not just the phone are their businesses. All promising.
Steve GrassoOwned
electricalelectronic
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