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Apple Inc.(AAPL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AAPL
10/02/2026: AAPL (5-star) is a STRONG-BUY. BUY for 16 days. Simulated Profits (0.43%). Updated daily EoD!
Apple Inc. is a leading consumer technology company known for its integrated ecosystem of hardware, software, and services. The company has historically maintained strong profit margins and a loyal user base, anchored by the iconic iPhone product line. Its primary growth opportunity lies in leveraging its massive install base to scale high-margin services and integrating next-generation AI across its devices. However, the company faces risks related to regulatory scrutiny of its platform practices, supply chain vulnerabilities, and intense competition in the tech sector. Apple generally suits investors seeking a combination of long-term capital appreciation, consistent dividend growth, and high-quality business performance, though monitoring shifts in consumer demand remains essential.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Apple demonstrates sustained growth in services and a steady hardware refresh cycle. |
| Momentum investor | Strong fit while signal remains positive | The stock often follows positive technical trends driven by major product cycles or service segment expansion. |
| Value investor | Mixed fit | Apple often trades at a premium valuation reflecting its high quality, which may not satisfy deep-value criteria. |
| Dividend investor | Strong fit | Apple provides a reliable and growing dividend supported by strong cash flows. |
| Low-risk investor | Strong fit | The company's massive cash balance and stable business model offer relative stability compared to smaller growth peers. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | General market fluctuations can impact the share price despite fundamental strength. |
| Valuation risk | Medium / high | High market expectations can lead to sensitivity to earnings misses. |
| Competition risk (AI competition) | Medium | The race to integrate AI into mobile platforms requires constant innovation to maintain market standing. |
| Business quality | Strong | Apple's deep ecosystem integration provides a sustainable competitive advantage. |
| Dividend income | Low / none | While dividends are reliable, the yield is lower than traditional income-focused equities. |
| Execution risk | Medium | Managing a complex global supply chain remains a critical operational necessity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 34.58% | Avg. Invested days 53 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 4.82T USD | Price to earnings Ratio 38.19 | 1Y Target Price 328.09 |
Price to earnings Ratio 38.19 | 1Y Target Price 328.09 | ||
Volume (30-day avg) 40.7M shares | Beta 1.08 | 52 Weeks Range 242.76 - 345.34 | Updated Date 10/02/2026 |
52 Weeks Range 242.76 - 345.34 | Updated Date 10/02/2026 | ||
Dividends yield (FY) 0.32% | Basic EPS (TTM) 8.65 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| iPhone | Hardware sales of global smartphone lineups. | The primary driver of revenue and the entry point for the wider Apple ecosystem. |
| Services | App Store, iCloud, Music, and subscription services. | A high-margin, recurring revenue business that benefits from every user in the ecosystem. |
| Wearables, Home, and Accessories | Apple Watch, AirPods, and home devices. | A key growth area that increases user stickiness to the primary hardware devices. |
| Geography: Americas | Revenue generated from North and South America. | The largest single regional market for Apple's high-end consumer products. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 38.19 | Forward PE 35.21 | Enterprise Value 4.94T | Price to Sales(TTM) 10.33 |
Enterprise Value 4.94T | Price to Sales(TTM) 10.33 | ||
Enterprise Value to Revenue 10.58 | Enterprise Value to EBITDA 29.41 | Shares Outstanding 14.59B | Shares Floating 14.57B |
Shares Outstanding 14.59B | Shares Floating 14.57B | ||
Percent Insiders 1.65 | Percent Institutions 66.31 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
News (Last Updated: 10/02/2026)
About Apple Inc.
Exchange NASDAQ | Headquarters Cupertino, CA, United States | ||
IPO Launch date 1980-12-12 | CEO & Director Mr. John Ternus | ||
Sector Technology | Industry Consumer Electronics | Full time employees 150000 | Website https://www.apple.com |
Full time employees 150000 | Website https://www.apple.com | ||
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple Vision Pro, Apple TV, Apple Watch, Beats products, and HomePod, as well as Apple branded and third-party accessories. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allows customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms. In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV, which offers original content and live sports; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers and resellers. The company was formerly known as Apple Computer, Inc. and changed its name to Apple Inc. in January 2007. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.
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