AAPL Stock Analysis

AAPL -  USA Stock  

USD 130.46  0.12  0.09%

The new indifference towards the small price fluctuations of Apple Inc could raise concerns from stakeholders as the firm it trading at a share price of 130.46 on 108,787,300 in volume. The company directors and management did not add any value to Apple investors in May. However, most investors can still diversify their portfolios with Apple Inc to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.3. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Apple stock analysis report makes it easy to digest most publicly released information about Apple and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. AAPL stock analysis module also helps to analyze the Apple price relationship with some important fundamental indicators such as market cap and management efficiency.

AAPL Stock Analysis Notes

About 60.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.45. Apple Inc next dividend is scheduled to be issued on the 7th of May 2021. The entity had 4-1 split on the 31st of August 2020. Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. was founded in 1977 and is headquartered in Cupertino, California. Apple operates under Consumer Electronics classification in the United States and is traded on NASDAQ Exchange. It employs 100000 people. For more info on Apple Inc please contact Tim Cook at 408 974-2483 or go to www.apple.com.

Apple Quarterly Cost of Revenue

51.51 BillionShare

Apple Inc Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Apple's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Apple Inc or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Apple Inc is unlikely to experience financial distress in the next 2 years
Apple Inc has a strong financial position based on the latest SEC filings
About 60.0% of the company shares are held by institutions such as insurance companies
Latest headline from MacroaxisInsider: Exercise or conversion by Lozano Monica C of 281 shares of Apple subject to Rule 16b-3

Apple Inc Upcoming and Recent Events

Earnings reports are used by Apple to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Apple previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report29th of July 2021
Next Earnings Report4th of November 2021
Next Fiscal Quarter End30th of June 2021
Next Fiscal Year End4th of November 2021
Last Quarter Report31st of March 2021
Last Earning Announcement30th of June 2020

AAPL Largest EPS Surprises

Earnings surprises can significantly impact Apple's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2009-07-21
2009-06-300.04250.04750.00511 
2008-10-21
2008-09-300.040.0450.00512 
2008-07-21
2008-06-300.03750.04250.00513 
View All Earnings Estimates

Apple SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Apple prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Apple investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Apple Inc specific information freely available to individual and institutional investors to make a timely investment decision.
28th of April 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
24th of February 2021
Submission of Matters to a Vote of Security Holders
View
16th of February 2021
Unclassified Corporate Event
View
10th of February 2021
Unclassified Corporate Event
View
8th of February 2021
Financial Statements and Exhibits. Other Events
View
5th of February 2021
Unclassified Corporate Event
View
27th of January 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
5th of January 2021
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View

Apple Thematic Classifications

In addition to having Apple stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Artificial Intelligence IdeaArtificial Intelligence
Firms and funds that are developing tools for artificial intelligence
Corona Opportunity IdeaCorona Opportunity
Coronavirus related entities to consider during and after the outbreak
Disruptive Technologies IdeaDisruptive Technologies
Firms and ETFs that are involved or betting on industries or trends that are projected to experience exponential growth
Millennials Best IdeaMillennials Best
Firms that are involved in making products or providing services to millennials
Driverless Cars IdeaDriverless Cars
Large and mid size firms and ETFs that are involved or betting on driverless cars market
Dividend Beast IdeaDividend Beast
Solid, dividend-paying stocks and ETFs
Computers IdeaComputers
USA Equities from Computers industry as classified by Fama & French
Investor Favorites IdeaInvestor Favorites
Equities most commonly found in portfolios of money managers

AAPL Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Apple is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Apple Inc backward and forwards among themselves. Apple's institutional investor refers to the entity that pools money to purchase Apple's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares1.2 B151.4 B
Blackrock IncCommon Shares1.1 B128.9 B
Berkshire Hathaway IncCommon Shares887.1 M108.4 B
State Street CorpCommon Shares623 M76.1 B
Fmr LlcCommon Shares345 M42.1 B
Geode Capital Management LlcCommon Shares249.8 M30.4 B
Price T Rowe Associates IncCommon Shares200.6 M24.5 B
Susquehanna International Group LlpCall Options66.6 M8.1 B
Note, although Apple's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

AAPL Market Capitalization

The company currently falls under 'Mega-Cap' category with current market capitalization of 2180 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Apple's market, we take the total number of its shares issued and multiply it by Apple's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

AAPL Profitablity

Apple's profitability indicators refer to fundamental financial ratios that showcase Apple's ability to generate income relative to its revenue or operating costs. If, let's say, Apple is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Apple's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Apple's profitability requires more research than a typical breakdown of Apple's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 23.45 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large. Similarly, it shows Operating Margin (OM) of 30.67 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.31.
Last ReportedProjected for 2021
Return on Investment 26.38  36.48 
Return on Average Assets 0.14  0.15 
Return on Average Equity 0.36  0.43 
Return on Invested Capital 0.19  0.24 
Return on Sales 0.28  0.27 

Management Efficiency

The entity has return on total asset (ROA) of 16.9 % which means that it generated profit of $16.9 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 103.4 %, meaning that it created $103.4 on every $100 dollars invested by stockholders. Apple management efficiency ratios could be used to measure how well apple inc manages its routine affairs as well as how well it operates its assets and liabilities. Apple Return on Investment is relatively stable at the moment as compared to the past year. The company's current value of Return on Investment is estimated at 36.48. Return on Average Assets is expected to hike to 0.15 this year, although the value of Return on Sales will most likely fall to 0.27. Apple Asset Turnover is relatively stable at the moment as compared to the past year. The company's current value of Asset Turnover is estimated at 0.71. Return on Average Assets is expected to hike to 0.15 this year, although the value of Current Assets will most likely fall to nearly 122.9 B.
Last ReportedProjected for 2021
Book Value per Share 6.42  6.03 
Enterprise Value over EBIT 14.00  15.47 
Enterprise Value over EBITDA 11.93  13.34 
Price to Book Value 5.94  7.94 
Tangible Assets Book Value per Share 17.98  16.34 
Enterprise Value885.8 B928.1 B
Tangible Asset Value375.3 B343.8 B

Technical Drivers

As of the 19th of June, Apple shows the Mean Deviation of 1.07, risk adjusted performance of 0.0433, and Downside Deviation of 1.49. Apple Inc technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for Apple Inc, which can be compared to its rivals. Please confirm Apple Inc jensen alpha, as well as the relationship between the potential upside and skewness to decide if Apple Inc is priced correctly, providing market reflects its regular price of 130.46 per share. Given that Apple has jensen alpha of 0.0879, we suggest you to validate Apple Inc's prevailing market performance to make sure the company can sustain itself at a future point.

Apple Inc Price Movement Analysis

The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Triangular Moving Average shows Apple double smoothed mean price over a specified number of previous prices (i.e., averaged twice). View also all equity analysis or get more info about triangular moving average overlap studies indicator.

Apple Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Apple insiders, such as employees or executives, is commonly permitted as long as it does not rely on Apple's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Apple insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
James Bell 23 hours ago via Macroaxis 
Acquisition by James Bell of 1986 shares of Apple subject to Rule 16b-3
Lozano Monica C 2 days ago via Macroaxis 
Exercise or conversion by Lozano Monica C of 281 shares of Apple subject to Rule 16b-3
Kondo Chris six days ago via Macroaxis 
Exercise or conversion by Kondo Chris of 4568 shares of Apple subject to Rule 16b-3
Katherine Adams over six months ago via Macroaxis 
Exercise or conversion by Katherine Adams of 57480 shares of Apple subject to Rule 16b-3
Katherine Adams over six months ago via Macroaxis 
Exercise or conversion by Katherine Adams of 57480 shares of Apple subject to Rule 16b-3
Katherine Adams over six months ago via Macroaxis 
Exercise or conversion by Katherine Adams of 57480 shares of Apple subject to Rule 16b-3
Deirdre OBrien over six months ago via Macroaxis 
Exercise or conversion by Deirdre OBrien of 16612 shares of Apple subject to Rule 16b-3
Luca Maestri over six months ago via Macroaxis 
Sale by Luca Maestri of 243431 shares of Apple
Luca Maestri over six months ago via Macroaxis 
Exercise or conversion by Luca Maestri of 519080 shares of Apple subject to Rule 16b-3
Deirdre OBrien over six months ago via Macroaxis 
Acquisition by Deirdre OBrien of 89064 shares of Apple subject to Rule 16b-3
Johnson Ronald B over six months ago via Macroaxis 
Exercise or conversion by Johnson Ronald B of 250000 shares of Apple subject to Rule 16b-3
Dan Riccio over six months ago via Macroaxis 
Exercise or conversion by Dan Riccio of 3750 shares of Apple subject to Rule 16b-3

Apple Outstanding Bonds

Apple issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Apple Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AAPL bonds can be classified according to their maturity, which is the date when Apple Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
MaturityCouponRating
APPLE INC 2405/03/20232.4
AA+
APPLE INC 38505/04/20433.85
AA+
APPLE INC 34505/06/20243.45
AA+
APPLE INC 44505/06/20444.45
AA+
APPLE INC 21502/09/20222.15
AA+
APPLE INC 2502/09/20252.5
AA+
APPLE INC 34502/09/20453.45
AA+
APPLE INC 2705/13/20222.7
AA+

Apple Predictive Daily Indicators

Apple intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Apple stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Apple Forecast Models

Apple time-series forecasting models is one of many Apple's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Apple's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Apple Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Apple stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling AAPL shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Apple. By using and applying AAPL Stock analysis, traders can create a robust methodology for identifying AAPL entry and exit points for their positions.
Last ReportedProjected for 2021
Operating Margin 26.76  30.54 
EBITDA Margin 0.32  0.31 
Gross Margin 0.39  0.37 
Profit Margin 0.21  0.21 
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. 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 TV, Apple Watch, Beats products, HomePod, iPod touch, and other Apple-branded and third-party accessories. It also provides AppleCare support services cloud services store services and operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts. In addition, the company offers various services, such as Apple Arcade, a game subscription 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 exclusive original content 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 sells and delivers 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, wholesalers, retailers, and resellers. Apple Inc. was founded in 1977 and is headquartered in Cupertino, California.

Current AAPL Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. AAPL analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. AAPL analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
154.44Buy27Odds
Apple Inc current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most AAPL analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand AAPL stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Apple Inc, talking to its executives and customers, or listening to AAPL conference calls.
AAPL Analyst Advice Details

AAPL Stock Analysis Indicators

Apple Inc stock analysis indicators help investors evaluate how Apple stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Apple shares will generate the highest return on investment. By understating and applying Apple stock analysis, traders can identify Apple position entry and exit signals to maximize returns.
Quick Ratio0.97
Trailing Annual Dividend Rate0.82
Fifty Two Week Low87.79
Revenue Growth53.60%
Payout Ratio18.34%
Average Daily Volume Last 10 Day83.1M
Shares Short Prior Month107.01M
Average Daily Volume In Three Month86.31M
Earnings Growth118.80%
Shares Percent Shares Out0.77%
Earnings Quarterly Growth110.10%
Gross Margins39.88%
Forward Price Earnings24.39
Short Percent Of Float0.77%
Float Shares16.67B
Fifty Two Week High145.09
Fifty Day Average127.06
Enterprise Value To Ebitda21.89
Two Hundred Day Average128.44
Enterprise Value To Revenue6.72
Trailing Annual Dividend Yield0.62%
Please continue to Trending Equities. Note that the Apple Inc information on this page should be used as a complementary analysis to other Apple's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Complementary Tools for Apple Stock analysis

When running Apple Inc price analysis, check to measure Apple's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Apple is operating at the current time. Most of Apple's value examination focuses on studying past and present price action to predict the probability of Apple's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Apple's price. Additionally, you may evaluate how the addition of Apple to your portfolios can decrease your overall portfolio volatility.
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The market value of Apple Inc is measured differently than its book value, which is the value of AAPL that is recorded on the company's balance sheet. Investors also form their own opinion of Apple's value that differs from its market value or its book value, called intrinsic value, which is Apple's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Apple's market value can be influenced by many factors that don't directly affect Apple Inc underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Apple's value and its price as these two are different measures arrived at by different means. Investors typically determine Apple value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apple's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.