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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
10/28/2026: AAPL (5-star) is a STRONG-BUY. BUY for 34 days. Simulated Profits (3.48%). Updated daily EoD!
Apple Inc. is a leading consumer electronics and software company known for its integrated ecosystem of devices and high-margin services. The company's primary strength lies in its strong brand and the loyalty of its vast user base, which supports consistent cash flow generation. Its growth strategy is centered on expanding its services ecosystem and integrating advanced features like generative AI into its hardware portfolio. However, the company faces risks from regulatory scrutiny, potential supply chain volatility, and a competitive technology landscape. For investors, Apple represents a stable, high-quality opportunity that may be particularly well-suited for long-term investors seeking consistent capital returns.
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's consistent revenue growth and ecosystem expansion appeal to growth-oriented strategies. |
| Momentum investor | Strong fit while signal remains positive | The stock often exhibits strong price trends tied to product cycles and earnings beats. |
| Value investor | Mixed fit | Apple often trades at a premium valuation, which may not always align with deep-value criteria. |
| Dividend investor | Strong fit | Apple offers a reliable dividend and a strong commitment to returning capital to shareholders. |
| Low-risk investor | Strong fit | Apple is widely considered a high-quality, stable blue-chip investment with significant cash reserves. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | While generally stable, the stock can experience volatility during product transition periods. |
| Valuation risk | Medium / high | Extended periods of high P/E multiples can make the stock sensitive to earnings disappointments. |
| Competition risk (AI competition) | Medium | Technological shifts in AI may require significant investment to maintain parity with competitors. |
| Business quality | Strong | Apple possesses a high-quality franchise with significant pricing power and loyal customers. |
| Dividend income | Low | While consistent, the dividend yield is relatively low compared to high-yield income stocks. |
| Execution risk | Medium | The complexity of global supply chains and hardware development carries inherent operational risks. |
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 39.24% | 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 10/28/2026 |
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 5.07T USD | Price to earnings Ratio 39.8 | 1Y Target Price 330.02 |
Price to earnings Ratio 39.8 | 1Y Target Price 330.02 | ||
Volume (30-day avg) 39.1M shares | Beta 1.07 | 52 Weeks Range 242.76 - 351.73 | Updated Date 10/28/2026 |
52 Weeks Range 242.76 - 351.73 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 0.31% | Basic EPS (TTM) 8.72 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| iPhone | Sale of iPhone devices globally. | The primary revenue driver that creates the base for the Apple ecosystem. |
| Services | App Store, iCloud, Apple Music, Apple TV+, etc. | High-margin, recurring revenue that grows as more people use Apple devices. |
| Wearables, Home and Accessories | Apple Watch, AirPods, HomePod, accessories. | Secondary products that strengthen customer attachment to the Apple ecosystem. |
| Mac and iPad | Computers and tablets. | Hardware segments providing steady contributions to revenue. |
| Geography (Americas, Europe, Greater China, Japan, Rest of Asia Pacific) | Regional sales distribution. | Diversified global revenue streams with significant exposure to major economies. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-02 | When After Market | Estimate 1.98 | Actual - |
Profitability
Profit Margin 27.62% | Operating Margin (TTM) 32.62% |
Management Effectiveness
Return on Assets (TTM) 27.08% | Return on Equity (TTM) 148.75% |
Valuation
Trailing PE 39.8 | Forward PE 35.84 | Enterprise Value 5.09T | Price to Sales(TTM) 10.8 |
Enterprise Value 5.09T | Price to Sales(TTM) 10.8 | ||
Enterprise Value to Revenue 10.8 | Enterprise Value to EBITDA 30.01 | Shares Outstanding 14.59B | Shares Floating 14.57B |
Shares Outstanding 14.59B | Shares Floating 14.57B | ||
Percent Insiders 1.65 | Percent Institutions 66.35 |
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.
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