NASDAQ:AAPL

Apple Inc (AAPL)

332.85
-0.84 (0.25%)
as of Oct 5, 2026, 6:15:57 pm Market Open.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly It's hard to find a reasonable value entry level with APPL. A recent pullback in the stock price gives us confidence that now is a good entry opportunity. Recently reported earnings were strong as ever and their cash position is almost $200 billion -- yes, billion. It pays a smallish dividend that is backed by only 22% of cash-flow. We would buy this with a stop-loss at $100, looking to achieve $152 -- upside potential exceeding 20%. Yield 0.66% (Analysts’ price target is $152.00)
TOP PICK
She bought it during this pullback around $120. They transitioned from 5 years ago from selling purely products to now selling products as well as recurring, high-margin services. Services account for 20% of Apple revenues now and a third of gross profits. Margins on their services are almost doubled their phones and laptops. They continue to grow their services businesses. They have a solid base of 1 billion iPhones around the world, which sets them up nicely for the 5G upgrade cycle. Also, they have Apple TV, Apple News and music. Their wearables (all 3 daughters own the Apple Watch) are a popular business with younger people. Who know what else Apple will innovate in the future? (Analysts’ price target is $151.41)
COMMENT

They both have good growth rates and are looking good at these levels. Still pretty expensive. Both trades at 28x forward. Both are quite similar. Price to growth, Apple is the better buy and would add. Microsoft is a good company but it has always been pricier and so he would be more comfortable with Apple.

BUY
One of those you can potentially hold forever unless something goes wrong. He's not interested in the car business. Likes AAPL for other reasons. The iPhone is well positioned for upgrades because of 5G. Services side continues to grow. Loyal customers for the Watch and AirPods. Chip design in-house is exciting.
BUY

You must distinguish megacap names where they've seen massive valuation rises. These names, after running up in 2020, will come to some hard compares in 2021. Meanwhile rates are rising. So, you must readjust to the decelerating growth in this tech names. Apple was down 20% from its January highs. If you believe there's another leg to this bull market, this is exactly where you initiative a position or add. MSFT and Amazon also show good relative strength.

BUY

He read Warren Buffett's letter; he loves this stock and last year bought a lot of it. Apple is well-positioned with a strong customer following and the company can gradually expand market share. He traded out of this a few years ago--a mistake. You can re-enter it here. He owns Facebook, Google and Amazon in this space, instead.

BUY ON WEAKNESS
A core tech/consumer product holding of his. It's taking a breather with all momentum stocks that led in 2020. The rise in bond yields, driving the current rotation, is hitting these tech names hard, though Apple not too badly. He likes Apple for its ecosystem based on a solid consumer base that continues to upgrade their phones, buy their products and use their services. Apple is no longer cheap and has been pricing in its obvious growth. Don't sell, but average down with any 5-10% pullback, and have a long-term view.
BUY
A lot of the stock's success recently has been on a revision of the multiple upwards. Earnings have not risen as fast. This is a 5G story. You need brand new hardware to get 5G capability. Lots of runway. Good value here.
BUY ON WEAKNESS
Allan Tong’s Discover Picks Among the mega-tech stocks, this giant has stalled making it a good bargain stock within the sector. Year-to-date, AAPL stock has climbed only 2% compared to Microsoft which has advanced 10%, Tesla and Nvidia which have both soared 15%. Then again, Amazon has barely moved while Netflix has risen merely 3%. Read 3 Bargain Stocks: Eli Lilly, Unilever & Apple for our full analysis.
BUY
Continues to like it. The business is great and has performed well. The installation basis is round 1.5B devices and consumer stickiness is still very high. People want to stay in the eco-system and it has a strong brand. Integration is good too. 5G will be a tailwind for renewing iPhones for consumers. Growth will come from the service side and wearables.
BUY
Apple is a juggernaut. They keep making the best devices on Earth that earn customer loyalty. People are willing to pay up for them, including subscription services after they buy a phone.
BUY
He expects a good report not just about the iPhone 12, but their wider product line. They're cleaning up because of the stay-at-home economy. The service revenue stream should keep growing, but the weaker US dollar is a threat. They report Wednesday.
PARTIAL SELL

iPhone 12 is a 5G enabled phone. Problem is the apps are geared to 3-4G. There are other ways to play 5G. A bit over its skis. Take a bit of profit. You can still participate in the Apple ecosystem through Skyworks Solutions and Qualcomm.

BUY
Has owned this for 15 years, so he's happy with it. But every morning he asks, What is the future of this stock? Is capital employed the best way for the future? Apple has a tremendous franchise built in of at least 1.3 billion devices worldwide and 93% consumer brand loyalty. Add to that we're heading into a 5G world, so there will be a massive rollover of product adoption (old phones can't work on 5G). For Apple, some of the future is priced in, though only partially, based on the PE.
COMMENT
Biden's increase in tax will affect tech companies. The problem with tech companies is that they almost pay no taxes. We are getting to a point where governments will be looking for tax dollars to pay down the tax. The likelihood of big tech paying more taxes is increasing. Ireland has been chasing after Apple for a while. There are a number of lawsuits targeting big tech. The risk is still under played. There is value in Apple but their struggle is to find the next product.
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