AAPL Apple Inc. Loading... : Bullish and Bearish Analyst Opinions
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01:48
Sep 04
Sep 04
New AAPL short replaces prior shorts
Short AAPL as the speaker rotated out of covered optical and neocloud shorts into a new AAPL short position, signaling relative bearishness on Apple.
MED
00:14
Sep 04
Sep 04
AI money shifts to software/platforms.
AI is broadening from hardware/infrastructure into service productization, so money is rotating into mega-cap software, cloud, and platform names such as Microsoft, Oracle, Amazon, Alphabet, Apple, Meta, and Tesla while semiconductor names stall. Park views this as a healthier AI rally and a bullish setup for AI application and cloud/platform leaders.
HIGH
23:33
Sep 03
Sep 03
AAPL relatively cheap versus WMT
AAPL is considered relatively inexpensive compared to WMT's valuation multiples, suggesting better relative value and potential upside despite both being pricey.
MED
19:13
Sep 03
Sep 03
Author agrees that large-cap companies can thrive without founders.
Author agrees that large-cap companies can thrive without founders, citing AAPL and MSFT as examples in a general discussion, not a trade call.
LOW
16:19
Sep 03
Sep 03
Apple may be scrapping its rumoured foldable MacBook according to a report from The Verge.
12:11
Sep 03
Sep 03
Premarket movers report mixed price action across major tech and individual stocks driven.
Premarket movers report mixed price action across major tech and individual stocks driven by earnings, guidance, analyst actions, and clinical trial results.
10:19
Sep 03
Sep 03
The Treasury is injecting $12.5B in liquidity, dropping bond yields. Lower yields historically reduce corporate borrowing costs and ease valuation pressures for mega-cap tech. Apple is positioned to benefit directly from this macroeconomic tailwind. The liquidity injection may just be a temporary band-aid before yields rise again.
HIGH
06:35
Sep 03
Sep 03
Author hints at unspecified upcoming Apple news in about a week.
Author hints at unspecified upcoming Apple news in about a week, calling it potentially huge but hedged with uncertainty and no position.
LOW
02:27
Sep 03
Sep 03
Coca-Cola and Apple exemplify shareholder returns.
The US market has already proven shareholder return effects: Coca-Cola has paid and grown dividends for over 50 years and is favored by Buffett, while Apple since 2012 has used large buybacks to reduce share count and lift per-share value, helping both trends stay upward.
MED
23:15
Sep 02
Sep 02
Tim Cook will step down as Apple CEO after 15 years and receive about 47 million dollars.
Tim Cook will step down as Apple CEO after 15 years and receive about 47 million dollars in 2027 as executive chairman, with successor John Ternus getting a compensation package of roughly 58 million dollars.
20:31
Sep 02
Sep 02
Apple CEO John Ternus will earn a $3 million annual salary plus $55 million in equity grants.
Apple CEO John Ternus will earn a $3 million annual salary plus $55 million in equity grants for fiscal 2027 starting this October.
18:55
Sep 02
Sep 02
Apple product focus under Ternus is bullish.
Apple's new CEO John Ternus is a product-focused hardware designer, making him the right leader because Apple has not shipped a truly exciting new device since Steve Jobs. Walter Isaacson argues Apple can use its trusted privacy brand to create AI devices beyond the iPhone and that a foldable phone is likely coming soon, so renewed product focus should support Apple.
HIGH
18:15
Sep 02
Sep 02
Author expresses a long-term bullish view on AI enablers and lists multiple thematic baskets.
Author expresses a long-term bullish view on AI enablers and lists multiple thematic baskets as investment niches, but frames them as general recommendations rather than explicit current positions.
16:38
Sep 02
Sep 02
Author argues Apple acquiring Snap's AR glasses tech makes strategic sense but frames it.
Author argues Apple acquiring Snap's AR glasses tech makes strategic sense but frames it as speculation, not a position or trade call.
LOW
16:33
Sep 02
Sep 02
Apple has renamed Lake Ontario to Lake America according to a Bloomberg report.
Apple has renamed Lake Ontario to Lake America according to a Bloomberg report, a factual corporate announcement with no market implications.
16:32
Sep 02
Sep 02
Apple buying Snap Specs makes sense
Speculates Apple acquiring Snap's Specs smart glasses would be strategically sensible, filling a wearable/AR product gap and adding a potential mainstream revenue category.
LOW
15:00
Sep 02
Sep 02
Tokenized US stocks on Base improve access/liquidity
Coinbase's tokenized equities product is a one-for-one representation of the actual underlying shares held in qualified custody in Abu Dhabi through ADGM and partner Alpaca, with authorized participants and market makers able to redeem tokenized shares for the real underlying ticker; this improves market-maker comfort, pricing, spreads and liquidity, while giving non-US investors 24/7 access to US stocks and eventually enabling the stocks to be used as DeFi collateral.
MED
14:06
Sep 02
Sep 02
Unusual Whales promotes its live trading show where hosts discuss options flow on Apple.
Unusual Whales promotes its live trading show where hosts discuss options flow on Apple and GoPro while taking viewer requests.
13:53
Sep 02
Sep 02
DA Davidson reiterates a Neutral rating on Apple with a $270 price target.
DA Davidson reiterates a Neutral rating on Apple with a $270 price target, noting growth depends on foldable iPhone and AI innovations.
10:17
Sep 02
Sep 02
Apple chief executive Tim Cook is reported to receive 47 million dollars in compensation.
Apple chief executive Tim Cook is reported to receive 47 million dollars in compensation as executive chair according to the Financial Times.
04:51
Sep 02
Sep 02
Apple announces new CEO John Ternus will receive a compensation package worth about 58 million.
Apple announces new CEO John Ternus will receive a compensation package worth about 58 million dollars in fiscal 2027 while Tim Cook transitions to executive chairman with pay around 47 million dollars.
02:34
Sep 02
Sep 02
Apple plans to pay its incoming chief executive officer a three million dollar annual salary.
Apple plans to pay its incoming chief executive officer a three million dollar annual salary according to a Wall Street Journal report.
02:31
Sep 02
Sep 02
Unusual Whales promotes its subscription service for Apple updates following the breaking news.
Unusual Whales promotes its subscription service for Apple updates following the breaking news of Tim Cook stepping down as CEO.
00:15
Sep 02
Sep 02
Apple announces new CEO John Ternus will receive a compensation package worth about 58 million.
Apple announces new CEO John Ternus will receive a compensation package worth about 58 million dollars in fiscal 2027 while Tim Cook as executive chairman will earn around 47 million dollars.
23:44
Sep 01
Sep 01
Apple and Meta face less AI headwinds.
Apple and Meta are bucking the broader market decline, potentially because they are less exposed to AI-related headwinds and have different spending profiles than NVIDIA's largest customers such as Alphabet, Amazon, and Microsoft.
LOW
23:40
Sep 01
Sep 01
Semis and AI trade heavy.
Cramer still owns some semis and holds NVIDIA and Apple, but says these stocks are heavy with sellers at every step; semis look especially weak versus healthcare, and the AI trade is rough because of the macro backdrop even though company-level micro remains strong.
HIGH
22:53
Sep 01
Sep 01
AI distributors named in top niches
Listed under AI distributors in a top-five investment niche list; no explicit directional position or individual catalyst disclosed.
MED
22:42
Sep 01
Sep 01
Apple serves as defensive anti-AI cash.
Apple is acting as an anti-semiconductor, anti-AI stock and a de facto cash position. When semis and AI trades sell off, Apple tends to do well because investors treat it as cash-like defensive exposure; eventually product innovation and AI ecosystem execution under the incoming CEO will matter.
MED
22:19
Sep 01
Sep 01
Apple can beat estimates on new products.
Munster argues Apple is in a strong position to exceed estimates because new hardware, including a foldable iPhone and the Siri AI rollout, plus a split fall/spring iPhone upgrade cycle should boost results; iPhone subscription penetration and high upgrade rates also make price increases more acceptable.
HIGH
22:13
Sep 01
Sep 01
Apple compounded massively under Tim Cook.
Josh argues Tim Cook is one of the best CEOs ever: Apple returned 2,700% including dividends since 2011, added about $4 trillion in market cap, shrank share count by 44% via buybacks, grew services revenue 1,200%, expanded gross margins by 820 basis points, and showed capital-deployment restraint while navigating China, India, Europe, and US politics. Josh is long Apple.
HIGH
About AAPL Analyst Coverage
Buzzberg tracks AAPL (Apple Inc.) across 140 sources. 327 bullish vs 21 bearish calls from 328 analysts. Sentiment: predominantly bullish (19%). 1601 total trade ideas tracked. Past 7 days: 22 bullish, 2 bearish, 70 watch. Latest voices: Labubu Trader, Park Byeong-chang, AltayCap.