Headquartered in Cupertino, CA·Fiscal year ends September·NASDAQ: AAPL·apple.com
About Apple
Apple Inc. designs, manufactures, and markets consumer electronics, software, and services worldwide. Its hardware product lineup includes iPhone, iPad, Mac, Apple Watch, AirPods, and Apple Vision Pro. The company operates six software platforms — iOS, iPadOS, macOS, watchOS, visionOS, and tvOS — that provide integrated experiences across its device ecosystem. Apple's services business encompasses the App Store, Apple Music, Apple Pay, iCloud, and Apple TV+. The company generates revenue across five geographic segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. With more than 150,000 employees, Apple maintains a large and growing installed base of active devices across all major product categories and geographies, which serves as a foundation for its expanding services business. Updated
Traders are pricing the crown as a coin flip with roughly two months left, meaning Apple's lead over Nvidia and Microsoft is thin enough to flip on a single earnings reaction.
Apple's first foldable goes on sale today, and TrendForce expects it to take nearly 25% of the foldable market in 2026, putting display and hinge suppliers plus Samsung's Galaxy Z franchise directly in play.
JUST IN: Apple’s foldable iPhone Duo officially becomes available for purchase today
Borgeat's point: investors paid 12 to 14 times earnings for 30% growth under Jobs, and are paying far more today for a fraction of it.
And then there is Apple.
A company I admire. A valuation I struggle to understand.
Let me explain.
Under Steve Jobs, Apple was changing the world. The iPhone. The iPad. An innovation machine growing revenues and earnings at roughly 30% a year.
The valuation?
12 to 14 times https://t.co/t6gkZ0Krwt
The up-to-$100 million Perryman deal is rounding error against Apple's cash pile, but it locks down a domestic titanium source for the next two iPhones as supply chain politics tighten.
JUST IN: Apple expands US manufacturing partners for iPhone Duo and 18 Pro, committing up to $100 million with Perryman for recycled titanium https://t.co/7prXuRBTW4
Apple's hardware chief naming Perryman and Qnity Electronics as iPhone Duo and 18 Pro suppliers is the clearest signal yet of which small US names are getting pulled into the iPhone bill of materials.
New US partners like Perryman and Qnity Electronics have helped to make iPhone Duo and iPhone 18 Pro possible. https://t.co/12nNak07z6
KeyBanc is staying Underweight with a $250 target, arguing the iPhone 18 supercycle thesis breaks if pricier phones and thinner carrier deals stretch upgrade timelines.
$AAPL - KEYBANC WARNS APPLE'S IPHONE 18 MOMENTUM MAY FADE
KeyBanc reiterated its Underweight rating and $250 price target on Apple following a survey of 2,046 iPhone users.
The firm warns that higher prices, fewer carrier promotions and longer upgrade cycles could weaken
Zero lead times in China mean the Pro models are sitting in stock, the clearest real-time demand signal ahead of Apple earnings. Suppliers tied to iPhone volumes feel it first.
$AAPL - JEFFERIES WARNS IPHONE 18 DEMAND IS WEAKENING
Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices.
In China, lead times have dropped to zero, while reported component order cuts reach
Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.
Last 10 Years...
NVIDIA $NVDA: +13,127%
Bitcoin $BTC: +12,645%
$AMD: +7,733%
Tesla $TSLA: +2,607%
Apple $AAPL: +1,177%
Microsoft $MSFT: +938%
Google $GOOGL: +755%
Amazon $AMZN: +509%
Meta $META: +460%
S&P $SPY: +319%
Gold $GLD: +220%
US Inflation: +39%
US Bonds $AGG: +14%
A four-week slip in delivery dates, from October 23 to November 16-23, is the number to watch: it either signals a blowout December quarter for Apple or thin launch inventory that pushes revenue into the next quarter.
APPLE'S IPHONE DUO SELLS OUT MINUTES AFTER PRE-ORDERS OPEN
Apple's ($AAPL ) new iPhone Duo saw its initial pre-order inventory sell out almost immediately, with estimated delivery dates slipping from October 23 to November 16–23.
However, the rapid sellout may reflect limited
A year of steady gains has put Apple (NASDAQ:AAPL | AAPL Price Prediction) in step with the entire technology sector and well ahead of its biggest mega-cap rivals. That turns the choice…
Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company…
If you are at or near retirement, a dividend that rises every year from a payout the business can easily afford is worth more than a high yield that uses up most…
Apple just hit a record close while Nvidia shed billions in a brutal sector selloff, and the gap between the two most valuable companies on earth has shrunk to a fraction of…
Meta is pouring over a hundred billion dollars into centralized data centers while Apple bets your iPhone and Mac can do the heavy lifting instead. One of these companies will look very…
Apple just posted its strongest quarter in years, but analysts still slap Sell ratings on the stock while our model points toward a very different conclusion. Here is what the bears are…
Steve Forbes told Larry Kudlow that the Fed is fighting the wrong battle, and the retailers posting surprise earnings beats may already be showing why he has a point.
A $210 XRP target has been circulating, but the math behind it reveals just how far that number strains reality. Here is what it would actually take to get there and why…
According to the Bloomberg Billionaires Index, Steve Ballmer, banished from the NBA for bad behavior, was pushed out as Microsoft (NASDAQ: MSFT | MSFT Price Prediction) CEO in 2014 and is the…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
Citi’s One Number: $5.35 Trillion Citi projects that four companies will spend $5.35 trillion in capital expenditures from 2027 through 2030: Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL) and…
Semiconductor stocks just cratered while one mega-cap tech name quietly climbed to record territory, and the reason why reveals a fault line running straight through the AI trade that most investors are…
Apple and Nvidia sit within $250 billion of each other in market value, yet one trades at a multiple more than twice as rich as the other. That gap raises a sharp…
Apple just got cut, BlackRock got a lift, and chipmakers are under pressure ahead of a week packed with big-tech earnings. Find out which stocks Wall Street is moving on Tuesday and…
Two option-income ETFs sell calls against the same index, pay nearly identical yields, and yet one nearly doubled the other's total return over the past year. The way each fund is built…
Apple Inc. designs, manufactures, and markets consumer electronics, software, and services worldwide. Its hardware product lineup includes iPhone, iPad, Mac, Apple Watch, AirPods, and Apple Vision Pro.
What is the AAPL stock price target?
24/7 Wall St.'s 12-month price target for AAPL is $401.78, rated Buy. The Wall Street consensus target is $328.35. AAPL price prediction →