NASDAQ:AAPL

Apple Inc (AAPL)

281.74
-2.04 (0.72%)
as of Jun 29, 2026, 8:00:00 pm Market Open.
2026 watching
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Investor Insights
star iconJun 29, 2026, 12:00 am

This summary was created by AI, based on 90 opinions in the last 12 months.

Apple Inc. continues to be a dominant player in the technology space, with a significant focus on its ecosystem of products and services. Despite some concerns about its slower pace in AI development, experts agree that Apple tends to adopt a wait-and-see strategy, allowing others to burn cash in the initial stages before innovating within established frameworks. Revenue reports and improvements in sales from China indicate a strong underlying business, while high margins and a massive cash flow contribute to its financial stability. The stock is highlighted for its resilience, even amid critiques regarding its valuation and lack of a clear AI strategy. Analysts generally view the company's future with cautious optimism, noting that potential M&A activities and collaborations could reshape its market positioning.

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Consensus
Hold
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Valuation
Overvalued
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HOLD
It is a great company and is very expensive. It is worth while holding on to it, but he has cut back on the amount as the stock has gone up.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
2020 was generous to FAANG, but the consenus is that the tech rally will moderate in 2021. Apple, however, may be an exception. Late in 2020, it announced it was getting into the microchip, e-car battery and self-driving car businesses, though it may be three more years till they enter the latter. The news propelled Apple up 7.81% in December 2020 alone.
HOLD

AAPL vs. GOOG Alphabet is a more reasonable valuation, so he'd choose this to deploy capital right now. He still really likes Apple, though it's not cheap. It's still about the ecosystem and luxury. He respects how good their products are. Beginning of a serious upgrade cycle with 5G. He's dubious of the iCar, as it's lower margin, tough business, capitally intense.

HOLD

APPL vs. MSFT Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better margins and free cashflow growth are ahead. MSFT is in a sweet spot and may have better growth in the next little while, so he'd choose it.

SELL
He just took profits. Getting over its skis a bit. He found other opportunities with a longer runway. Fantastic company. Very good at designing and then outsourcing. Will probably do this with the iCar, but it will take a while.
BUY
Allan Tong’s Discover Picks Apple stock soaring 75%. However, Apple stock trades at a 39 x PE. The company just announced that it targets 2024 to produce its own self-driving car, thereby muscling into Elon Musk’s territory. Literally fueling this vehicle will be Apple’s own “next level” battery. Similarly, Apple is boosting its game in semiconductors, which is sending Nvidia and Intel shares down. Read Battle of the Stocks: Proven Tech Stocks to Buy in 2021 for our full analysis.
HOLD

It's a must-own stock. Services is a huge part of the business and there are 8 different product refreshes coming. It is trading at 32x 2022. Risk to reward, he does not like it. Price to growth is more reasonable for other tech names like Amazon. Buy around $110.

BUY
His biggest single equity position. Not just phones, but an entire ecosystem. All products interact with each other. Impressive ability to innovate. Huge pile of cash. Reasonable multiple. Brand recognition. Growth rate justifies its price.
BUY
A upgrade today helped lift the stock. A satisfed customer base will keep this stock going. He disagrees with Wall St. that Apple is overvalued now. Consider Apple's enormous overseas' earnings during a weak US dollar--a big tailwind. Third, the Apple Watch owns that space. Fourth, under Biden there won't be a worry of a Chinese boycott of Apple products.
DON'T BUY
A market leader benefitting from zero interest rates and money pouring into momentum stocks. Apple has seen its best days as money flows into other areas. He wouldn't buy it now, though maybe in a pullback.
STRONG BUY
Buying it every day for new clients. Trimmed at $135 for clients who were overweight. Core position. Sees revenues improving and greater returns from China. Not too high a price for one of the best businesses in the world. Great balance sheet. Its business is only going to get better.
BUY
This year consumers are flush, because there are no vacations, concerts or sports to spend on, no experiences to buy, just staff. And Apple makes great "stuff" (5G iPhones, watches, etc.) that it does a great job selling online. He predicts a super holiday season for them. It's a great long-term story that'll benefit from Biden opening relations with China. Own this and don't trade it.
COMMENT
A great company with good products and franchise. The valuation looks pricey at 30x earnings, with a 10% growth rate. Revenue growth looks less exciting when comparing to previous performance. In the future, he expects mid single-digit growth. There are other companies in the tech space that has better revenue growth and earnings.
SELL
It's hanging in, but it's been buying back stock and keeping upwards pressure on the price. Not cheap. FANGs in general are rolling over. Same as rollovers of the Nifty Fifty in 1972 and the dot.coms of 2000. Be cautious of this group in general.
WAIT
She's waiting for a 5-10% pullback. You can start nibbling at the $106 level. Replacement cycle of the 5G phone will benefit them.
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