NASDAQ:AAPL

Apple Inc (AAPL)

333.08
+0.81 (0.24%)
as of Sep 14, 2026, 8:00:00 pm Market Open.
2021 watching
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Investor Insights
star iconSep 14, 2026, 12:00 am

This summary was created by AI, based on 84 opinions in the last 12 months.

Apple Inc. continues to dominate the technology landscape, showcasing robust sales, especially with its recent iPhone launch. Despite the positive momentum, many analysts express concern over its valuation, pointing out that the stock is trading at a high price-to-earnings ratio, often above 30x. There are mixed sentiments regarding its approach to artificial intelligence, with some experts praising Apple's strategy of allowing other companies to invest heavily while it benefits from their advancements. However, there's a prevailing worry that rising component costs and pricing strategies may dampen consumer demand for new products. Finally, while the company has significant cash flow and dividends, the overall outlook remains cautious as investors anticipate clarity on Apple's AI strategy and future product developments.

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Consensus
Hold
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Valuation
Overvalued
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Similar
Microsoft,MSFT
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)
BUY
The Apple-Epic ruling last Friday that Apple lost Wall Street was wrong: Epic didn't win. Apple came out ahead. Epic is appealing the ruling; Apple isn't. The judge said Apple is not a monopolist. Own Apple, don't trade it.
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.
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.
BUY
He's excited by Apple's role in healthcare, but it won't move the needle. It's at new highs today and picking up momentum. Services won't move it further, but the old-fashioned iPhone will.
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.
BUY
Apple today introduced having your state ID to your phone He personally doesn't care about the new health app introduced today, but it's a huge tailwind for Apple. And ETFs are another tailwind. Definite growth ahead.
BUY
Apple today introduced having your state ID to your smartphone She wouldn't use this feature, but likes Apple, which has a long runway ahead driven by the 5G rollout, though the stock if pricey.
BUY
The five fang stocks, with their ownership, position in the industry, cash flow, he would continue to hold them. He would weight max 20-25% in those stocks.
BUY
Optimistic about the company. Makes sense given the new product launches and the increasing penetration of services within their business. It hit a peak last August. Then, it consolidated while continuing to grow earnings. Bought in during this consolidation. Expects it will do well. Should be a core holding.
HOLD

Has underperformed the broader S&P 500 index since last fall. Great balance sheet, but perhaps not enough EPS growth at 9%. You want to see strong revenue growth, and looking back 5 years, AAPL's is only about 4%. High margins let it do well. Is this sustainable? AAPL is fine, but he'd prefer FB, GOOG, MSFT, or AMZN, which all have higher revenue growth.

COMMENT
All the new models of phones on the market will support 5G, including Apple's, and there will be lots of phone upgrades. He hopes Apple breaks out the lifetime value of their customers this quarter, thanks to this sticky revenue stream.
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