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NASDAQ:AAPL
Apple Inc (AAPL)
297.24
-0.77 (0.26%)
as of Jun 18, 2026, 11:59:56 pm Market Open.
1051 watching
Financials 
Technical Analysis 0
BUY
FAANG meltown concerns? The FAANG sell-off is a knee-jerk reaction to higher interest rates. It's short-sighted. These companies are growing faster than the market, which justifies their higher-than-market PEs. He continues to really like Apple for doing well in their phone and services businesses. The latter allows their PE to creep up (he's not worried), but it delivers steady revenues. Also, 5G is a future tailwind.
Gordon ReidOwned
electricalelectronic
PARTIAL SELL
Great quarter. Yes own it, but it has a pretty short runway. 12-month price target of $179. He's writing some calls around $178-179 to take some profit, because it's so close to the price target. Tremendous cashflow. They can weather the storm clouds gathering, whereas some of the smaller software companies are really affected by inflation, etc.
Kim BoltonOwned
electricalelectronic
STRONG BUY
Instead of buying options on Robinhood, which released earnings at the same time, buy Apple. They reported at the same time and reported a blow-out: services, iPhones, Macs, and Watches based on 1.8 billion devices and 785 million subscribers up from 620 million a year ago. Customer loyalty is powerful. It's the best business model in the world. Shares jumped 7% today. They make the best products in the world and are the dominant seller in the US, Europe and most importantly China. They pay a dividend but also buy shares.
electricalelectronic
HOLD
Doesn't own, but instead owns AAPL's largest shareholder, BRK.B. About 1/4 of BRK.B's market cap is in AAPL. Incredible company, without a stumble in years. Amazing execution for a company that size. Management is doing an incredible job. Samsung has not been able to come up with a sufficiently competitive product.
electricalelectronic
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Premium contentTOP PICK
BUY
Likes it. It is the largest company in the world and can still make money. There was a time when very large companies did well and outperformed the market and this can still happen even though there is some investor sentiment that doubts the ability of very large companies to still be considered growth companies. Apple has an attractive valuation and there are still lots of opportunities to sell hardware. It is also adding more and more services and bundling them. It is a growing part of everyday lives and has increased relevance every day.
electricalelectronic
DON'T BUY
AAPL vs. FB AAPL's done very well, lots of cashflow. One concern is they're reliant on iPhone for major percentage of earnings. Growth of revenue has been close to 9%, which is weak for tech. AAPL is 31% forward PE with a 10% growth rate, PEG ratio of 3. FB earnings growth has been 25%, and revenue growth 27%. FB valuation makes more sense at 24.5x forward earnings, with a 23% growth rate, PEG ratio of 1.
electricalelectronic
STRONG BUY
Tech names with real earnings will and are beating those based only on sales or speculation. You want boring, old tech companies and could thrive this year. No surprise here. Own this, don't trade it. Rose 34% last year and has pulled back $10 this week from all-time highs due to the tech meltdown. You must buy any pullback. Expected to give only 2-3% earnings growth, but it usually surprises. WIll beenfit huge from pent-up demand. Last year it suffered supply chain delays, but that should be a tailwind this year, including China. Apple has a massive customer base of 1 billion. Services make up 19% of total sales and will grow a lot, and services offer much higher margins than sales. Long-term, AI will be huge for Apple. It's the best consumer products company in the world. Pays a small dividend, but buys a huge number of shares.
electricalelectronic
HOLD
Unbelievable performance. Tamp down expectations going forward. The best business the world has ever seen. The world can't run without Apple. It will add more products and services. Metaverse and maybe a car are the next big addressable markets. Don't go crazy buying right now, but don't sell just because expectations are lower.
Barry SchwartzOwned
electricalelectronic
PARTIAL SELL
Great company. Not in his fund, but clients have it in separately managed accounts. Take a bit of profit, but maintain a core holding. 12-month price target of $183. Virtual reality headsets will be what it's all about, and the software that feeds into them.
Kim BoltonOwned
electricalelectronic
BUY
Alphabet is up 68% this year, and MSFT and Apple also did very well. The S&P had its best return since 1990, but we won't see that in 2022, but rather more volatility. Alphabet has had such a dramatic catch up vs. other FAANGs, because Alphabet has embraced the Apple model of share buyback that's exceeded street expectations. The investor's edge is these megacap tech companies return of capital to shareholders. Maybe that's why Amazon has underperformed this year (no share buybacks). MSFT, Alphabet and Apple are his picks given this buyback reason.
Joe TerranovaOwned
electricalelectronic
BUY
Continues to like it. 1.4B devices out there that turn over every few years, with a 93% loyalty rate. Getting more credit for services business, getting a higher multiple than hardware business. 5G is a game changer.
Gordon ReidOwned
electricalelectronic
BUY
Apple now is the heaviest traded stock in terms of options volumes as it hits new highs. This jump could be due to investors seeing Apple as a safe haven or a recent analyst upgrade, but the market is putting big bets of $215 to go higher. Other stocks are tired, but Apple is running into year-end. Apple was recently just in the high-140s and now at 180s.
electricalelectronic
BUY
Was named a 2022 top pick at JPMorgan. Is this the primo defensive play? Yes, you can argue that. Shares perked in this summer when the Delta variant hit, followed not by Omicron. It's defensive. Apple can still grown. In Q1 they will launch a 5G iPhone and will likely be received well. That said, she is leery if there's more multiple expansion with Apple. If it grows earnings faster than expected in 2002, then shares can rise further.
electricalelectronic
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