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$328.811d -3.5%5d -4.3%settled close · 2026-11-02
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Mkt cap $4.83T (11/2)β 0.4952w $247–352Shares 14.68BInd. Electronic ComputersNasdaq since 1980Emp. 166,000HQ Cupertino, CAapple.com
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Who’s talking about AAPL
63 long4 neutral31 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bloomberg TV (uncut) | Apple is a defensive tech holding with the same debt-light, strong free cash flow profile as Microsoft, and… |
| 2026-10-27 | Michael Landsberg | Bullish | CNBC (uncut) | Apple should continue performing well because its investment case rests on durable consumer products rather… |
| 2026-10-27 | Unknown | Bullish | Fox Business (uncut) | Apple's strong customer service response to early foldable-iPhone defects supports the bullish view, while… |
| 2026-10-26 | Ayako YoshiokaPortfolio consulting director, Wealth Enhancement Group | Bullish | Fox Business (uncut) | Apple is a long-term hold with durable fundamentals regardless of its perceived anti-AI positioning, which… |
| 2026-10-23 | Dan NilesFounder & Portfolio Manager, Niles Investment Management | Bullish | CNBC (uncut) | Apple wins consumer AI through its iOS distribution moat, making it one of the ultimate long-term AI… |
| 2026-10-23 | Michael Sansoterra | Bearish | Bloomberg TV (uncut) | Apple is underweight in their strategy because it has not yet demonstrated AI monetization ability, trades… |
| 2026-10-20 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | New product cycle (touchscreen Mac, new home products) and an energetic new CEO outweigh semiconductor… |
| 2026-10-20 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Apple is a best-of-breed technology company that should be owned as a long-term investment rather than traded. |
| 2026-10-19 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Apple is the only major tech stock without meaningful AI data center exposure (Gemini is Apple's partner… |
| 2026-10-17 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Apple's 1.5-billion-device install base positions it as the toll collector on the consumer AI highway, and… |
Show all 98 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-16 | B N Nguyen | Bullish | CNBC (uncut) | The foldable iPhone duo with extraordinary preorder demand, a new higher-ASP SKU, robust free cash flow and… |
| 2026-10-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Apple's 1.5 billion iPhone installed base makes it the dominant distribution vehicle for the consumer AI… |
| 2026-10-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Apple's 1.5B iPhone / 2.5B iOS install base makes it the toll collector on the consumer AI highway, with ~20%… |
| 2026-10-16 | Tom Forte | Bullish | Bloomberg The Close | Strong early foldable iPhone preorders at the $2,000 price point signal massive pent-up demand Apple had… |
| 2026-10-16 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Yahoo Finance | Apple built an enormously profitable services business (~1/3 of revenues) on top of its installed hardware… |
| 2026-10-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Apple's 1.5 billion iPhone installed base positions it as the dominant toll road on the consumer AI highway… |
| 2026-10-15 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Apple faces no affordability issue with its new iPhone launch and has crossed $5 trillion in market cap… |
| 2026-10-15 | Dan NilesFounder & Portfolio Manager, Niles Investment Management | Bullish | CNBC (uncut) | Apple wins consumer AI because the iPhone becomes the primary interface layer; users won't know or care what… |
| 2026-10-15 | Dan IvesTech analyst, Wedbush Securities | Bullish | CNBC (uncut) | Apple's 1.5B iPhone and 2.5B iOS install base positions it as the toll collector on the consumer AI highway… |
| 2026-10-14 | Dan IvesTech analyst, Wedbush Securities | Bullish | CNBC (uncut) | Apple's 2-billion-device install base makes it the premier toll collector in the consumer AI revolution, with… |
| 2026-10-14 | Unknown Fast Money Panelist | Bullish | CNBC (uncut) | Apple is a defensive large-cap with comparatively less AI capex exposure than other Mag 7 names, making it a… |
| 2026-10-14 | Ted MortonsonTechnology desk strategist, Baird | Bullish | Jim Bianco (newest) | Apple's consistent $30 billion quarterly free cash flow generation makes it a high-quality defensive holding… |
| 2026-10-13 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Fast Money Final Trade | Trillion-dollar companies offer defensive positioning in a sustained high-yield environment because their… |
| 2026-10-12 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bearish | RiskReversal Media | Nikkei-reported 15-20% iPhone 18 component order cuts, combined with the prior earnings call's soft guidance… |
| 2026-09-23 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | informo | Apple's ecosystem lock-in is so strong that even the CEO of a competing Android manufacturer (Oppo/Vivo… |
| 2026-09-22 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Committee | Apple's narrative has shifted from 'behind on AI' to the inevitable gateway for a billion consumers to access… |
| 2026-09-21 | Scott GallowayNYU Stern professor & podcast host | Bullish | Prof G Pod (Galloway) | Apple's services segment ($120B/yr, 77% gross margin vs 39% hardware) growing faster than its core business… |
| 2026-09-19 | Sven CarlinFounder, Sven Carlin Research Platform | Bearish | Ben Felix | Apple's current price of ~$348 is nearly 3x Carlin's DCF intrinsic value of ~$128 (at a 10% required return)… |
| 2026-09-18 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Apple's massive global install base positions it to capture ~20% of the world's AI access through devices… |
| 2026-09-18 | Amy RaskinCIO, Chevy Chase Trust | Bullish | CNBC Halftime Final Trades | Apple's earnings stability, disciplined capex relative to Mag 7 peers, pricing power, and loyal consumer base… |
| 2026-09-18 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC Halftime Final Trades | Apple owns the end customer and will capture the application-layer monetization of AI — every app must pay… |
| 2026-09-10 | Gene MunsterManaging Partner, Deepwater Asset Mgmt | Bullish | Bloomberg Surveillance | The iPhone Duo foldable should reach 10% of iPhone sales — double prior expectations — marking Apple's first… |
| 2026-08-11 | Anastasia AmorosoChief Investment Strategist, iCapital | Bullish | CNBC Halftime Final Trades | As a contrarian call, memory semiconductor bottlenecks will resolve and eventual ASP declines benefit Apple's… |
| 2026-08-11 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bearish | CNBC Halftime Final Trades | Agrees with Jefferies underperform thesis — margin pressure from soaring memory costs, years of undelivered… |
| 2026-08-11 | Karen Firestone (Aureus)CEO, Aureus Asset Management | Bullish | CNBC Halftime Final Trades | Apple follows a predictable valuation cycle — at 33x forward PE the stock attracts criticism and overweight… |
| 2026-07-31 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Apple is positioned to become the consumer AI tollbooth by using App Store leverage to mandate… |
| 2026-07-18 | Jason CalacanisAngel investor | Bullish | All-In Podcast | Apple's upcoming M7 Ultra chip (1.5TB RAM support) will enable frontier-level models to run locally, putting… |
| 2026-07-09 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Apple has an unmatched consumer product installed base of 2.5B devices—now delivering Gemini AI as the… |
| 2026-07-03 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Apple is the only Mag7 name within 5% of all-time highs and carries multiple upcoming catalysts — five new… |
| 2026-06-29 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | Excess Returns Clips | Apple trades at ~35x earnings but can grow its top line only 6-7% with no room for further margin expansion… |
| 2026-06-25 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | Tom Lee | Apple has pulled back to its April year-to-date low and the rising 200-day moving average (~$269), a support… |
| 2026-06-18 | Aswath DamodaranProfessor of finance, NYU Stern | Bullish | Excess Returns | Apple's deliberate restraint on AI CapEx — refusing to enter a capital-intensive game it is not equipped to… |
| 2026-05-15 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Apple's extraordinary hardware footprint (M-series chips, massive RAM) gives it a clear path to running local… |
| 2026-02-14 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Michael Green | Apple has not grown earnings for 3-4 years, has outsourced AI to Google, has seen nearly every post-iPhone… |
| 2025-10-30 | Cathie WoodCEO & CIO, ARK Invest | Bearish | My First Million | Apple lacks a coherent AI strategy and appears to be scrambling, making it a weak spot among mega-cap tech… |
| 2025-08-16 | Robert HagstromCIO, EquityCompass Investment Management | Bearish | Bill Miller | Apple's valuation now prices in ~15% growth that it is struggling to achieve, app store revenue growth is… |
| 2025-07-24 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Apple is down ~15% on the year, carries a fortress balance sheet with higher credit quality than the US… |
| 2025-07-18 | Jc ParetsFounder & Chief Market Strategist, All Star Charts | Bullish | The Compound | Apple is sitting on multi-year relative support vs. the S&P 500 while sentiment is deeply negative; any AI… |
| 2025-07-04 | Joe FahmyManaging Director, Zor Capital | Neutral | The Compound | Apple's ratio to the S&P 500 will never reach a new all-time high because the company can only generate… |
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bearish | The Compound | Apple has permanently lost the AI race because top AI talent refuses to work there, leaving them dependent on… |
| 2025-06-23 | Chamath PalihapitiyaFounder, Social Capital | Bearish | All-In Podcast | iPhone revenue has completely stalled, the add-on hardware strategy ('this and that') is a short-term revenue… |
| 2025-06-21 | Chamath PalihapitiyaFounder, Social Capital | Bearish | All-In Podcast | Apple is irreversibly transitioning to a cash cow — it cannot attract top AI talent as Meta/Google/OpenAI… |
| 2025-06-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bearish | The Compound | Apple has permanently peaked in relative market dominance and will not recover to prior relative highs… |
| 2025-06-16 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Neutral | CNBC Halftime Committee | Apple lacks a convincing near-term AI catalyst to justify adding exposure when better-positioned alternatives… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bearish | Chris Davis | Apple repeatedly failed to get autonomous-vehicle AI right (serial management turnover on the project) and… |
| 2025-05-29 | Scott GallowayNYU Stern professor & podcast host | Neutral | Prof G Pod (Galloway) | Tariff threats and China-decoupling risks are not existential for Apple because neither Xi nor Trump can… |
| 2025-05-29 | Patrick McgeeAuthor, 'Apple in China'; former FT Apple correspondent | Bearish | Prof G Pod (Galloway) | Apple's China market share will fall for a third consecutive year because it cannot deploy ChatGPT (banned)… |
| 2025-04-29 | Joel GreenblattCo-CIO, Gotham Asset Management | Bearish | The Swedish Investor | At a ~3% earnings yield and needing ~10 more years of 7–8% growth to reach a 6% yield threshold, Apple fails… |
| 2025-03-14 | Terry SmithFounder & CIO, Fundsmith | Bearish | Fundsmith LLP UK | Sold Apple after the PE doubled over two years during which sales growth was exactly zero, a divergence that… |
| 2025-03-02 | Brad GerstnerFounder & CEO, Altimeter Capital | Bearish | Bg2 Pod | Apple self-selected out of the frontier AI race by relying on third-party integrations (OpenAI, Gemini)… |
| 2025-02-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bearish | Wealthion | Apple's law-of-large-numbers problem makes sustained 20-25% growth nearly impossible from its current base… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Apple's price-to-free-cash-flow valuation and exceptional earnings consistency justify holding at market… |
| 2025-02-14 | David EinhornFounder, Greenlight Capital | Bearish | SKAGEN Fondene | Apple has re-rated from ~9x to ~40x earnings while revenue growth has slowed to below nominal GDP, making… |
| 2025-02-07 | David GirouxHead of Investment Strategy & CIO Multi-Asset, T. Rowe Price | Bearish | The Compound | Wildly underweight Apple because iPhone unit volumes have been flat for 2-3 years making it a… |
| 2025-02-05 | Tom HayesFounder & chairman, Great Hill Capital | Bearish | Fox Varney & Co | Apple is prime regulatory retaliation target for both China and the EU's anti-coercive instrument due to its… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Apple is the consumer AI tollbooth — 1.5B iPhones and 2.3B iOS devices mean Apple gets paid regardless of… |
| 2025-01-29 | Alex CampbellFounder & CEO, Rose AI | Bullish | Forward Guidance | Apple's unified memory architecture (GPU and RAM on one chip) makes Mac Minis the best dollar-per-GPU… |
| 2025-01-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bearish | Wealthion | Apple has not grown sales in four years yet trades at roughly 35x earnings, making it an unattractive… |
| 2024-12-30 | Jesse FelderAuthor, The Felder Report | Bearish | Wealthion | Apple trades at a record 40x earnings during its slowest revenue and earnings growth period, driven by… |
| 2024-12-14 | Jesse FelderAuthor, The Felder Report | Bearish | Wealthion | Apple trades at a record 40x earnings during its slowest revenue and earnings growth period in years, a… |
| 2024-12-12 | Jesse FelderAuthor, The Felder Report | Bearish | Wealthion | Apple trades at a record 40x earnings during its slowest revenue and earnings growth period, a valuation… |
| 2024-11-01 | John BuckinghamCIO, Value87 Investment Partners | Bullish | The Business Brew | Apple's ecosystem is nearly impossible to replicate, the iPhone is an indispensable consumer product, and the… |
| 2024-09-26 | Terry SmithFounder & CIO, Fundsmith | Bullish | Financial Planner Life Podcast | Apple's mobile-device ecosystem creates deep consumer lock-in and recurring services revenue, making it a… |
| 2024-09-02 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | iPhone 16 unlocks a consumer AI supercycle with roughly 300 million iPhones unupgraded for four or more… |
| 2024-08-07 | Gavin BakerFounder & CIO, Atreides Management | Bullish | This Week in Startups | Apple is 'about to wake up' on AI with a differentiated privacy-first on-device LLM strategy that monetizes… |
| 2024-07-03 | Dan IvesTech analyst, Wedbush Securities | Bullish | Bloomberg Surveillance | 270 million upgrade-eligible iPhones plus Apple Intelligence AI strategy will drive a multi-year super cycle… |
| 2024-04-10 | Terry SmithFounder & CIO, Fundsmith | Bullish | Algy's Investment Podcast | Apple's Services business — 800M users, 20%+ of revenue growing at 2x the handset rate with 78% gross margins… |
| 2023-12-20 | Warren BuffettChairman, Berkshire Hathaway | Bullish | OnefootHurdle | Apple has an unmatched consumer utility and switching-cost moat—users would not give up their iPhone for… |
| 2023-12-04 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | The JRo Show | The basket added 10 full S&P percentage points in one year and now trades above 30x earnings in aggregate… |
| 2023-09-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Apple has no visible secular threat over the next 5-10 years and should be held like a founder or… |
| 2023-08-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Meb Faber | Apple should not be trimmed because there is no visible permanent secular decline on the horizon for the next… |
| 2023-06-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Apple's unique market position and consumer ecosystem make it irreplaceable, and Fed tightening aimed at wage… |
| 2023-05-07 | Warren BuffettChairman, Berkshire Hathaway | Bullish | Value Investing & Finance News | Apple has created an extraordinarily sticky consumer utility that commands pricing power and loyalty far… |
| 2022-09-28 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bearish | CNBC Halftime Committee | At 24x earnings with flat-to-2% iPhone unit sales growth expected, Apple's valuation is too rich relative to… |
| 2022-09-28 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Balance sheet strength and aggressive buyback activity justify paying a 24x premium, but the position will be… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bearish | Preston Pysh | Apple is expensive relative to its trend line and has broken down technically, suggesting more downside ahead… |
| 2022-05-02 | Keith Fitz GeraldFounder & principal, Fitz-Gerald Group | Bullish | Fox Market Check (playlist) | Apple's fundamentals remain intact with double-digit growth across all units and supply-chain problems… |
| 2022-04-25 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Short | Michael Green | Institutional call overwriting on Apple compressed put premiums, creating cheap downside optionality, while… |
| 2022-04-10 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Neutral | Preston Pysh | After a decade of 30% annual returns driven by multiple expansion (14x→33x) and 17% annual revenue growth… |
| 2021-04-25 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | The Intrinsic Value Podcast | Apple is 'extremely expensive' at mid-30x earnings versus the 12–13x at which Berkshire originally bought it… |
| 2020-07-06 | Carl IcahnActivist investor — Icahn Enterprises | Bullish | Bill Ackman | Apple sits on an enormous cash pile that should be returned to shareholders via buybacks, and Tim Cook is an… |
| 2019-10-24 | Unknown | Bullish | CNBC Fast Money Final Trade | High sentiment is worth monitoring but not a sell signal — the multiple remains defensible at current levels |
| 2019-01-31 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Apple's fortress balance sheet and $50B annual free cash flow generation make it a safe dominant business at… |
| 2018-10-29 | Carl IcahnActivist investor — Icahn Enterprises | Bullish | Investing Principle | Apple is misunderstood as a mere hardware company when it has built an unassailable ecosystem; ex-cash it… |
| 2018-08-30 | Carl IcahnActivist investor — Icahn Enterprises | Bullish | Business Casual | Apple is not a hardware company but an ecosystem business trading at only 11x earnings versus the S&P at 18x… |
| 2017-04-04 | Joel GreenblattCo-CIO, Gotham Asset Management | Bullish | Talks at Google | Apple trades at roughly half the S&P 500's valuation multiple with a 10% free cash flow yield and high… |
| 2015-11-03 | Carl IcahnActivist investor — Icahn Enterprises | Bullish | New York Times Events | Apple trades at a Graham-and-Dodd value multiple of 8-9x earnings while being the greatest business franchise… |
| 2013-07-24 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | Fortune Magazine | Apple faces developed-market saturation and risks from its build-everything-internally model against Google's… |
38 new mentions of AAPL this week are not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
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Earnings
Next report: 27 Jan 2027
Confirmed date · consensus EPS 2.94. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 2 Nov 2026 | after the close | 2.05 vs 2.03 | — |
The options tape
Notable options days
Sessions in the last 120 where AAPL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
| 2026-09-01 | ||||||
| 2026-07-16 | ||||||
| 2026-06-25 | ||||||
| 2026-06-09 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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AAPL on the Wheel
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