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Quick Read Apple’s (AAPL) 34.14x P/E ratio and 9.21x P/S ratio are causes for concern. Apple’s quarterly revenue of $143.8 billion was record-breaking, but investors might come to expect too much from the company. Supply constraints may put a cap on Apple’s revenue and share-price growth for a while. Investors rethink 'hands off' investing and decide to start making real money For dominant technology firms like Apple (NASDAQ:AAPL), rapid growth is expected and milestone moments occur frequently. ...

Core Viewpoint - Apple is experiencing significant growth, with a market capitalization nearing $4 trillion, and investors are eager for the stock price to surpass $300, particularly in the first quarter of 2026 [1][2] Valuation and Stock Performance - A cooling-off period for AAPL stock is anticipated following a recent rally from $170 to $270, indicating a potential sideways consolidation phase [3][4] - Apple's trailing 12-month price-to-earnings (P/E) ratio is 34.14x, significantly higher than the sector median of 23.99x, suggesting that the stock may need to stabilize before further price increases [4] - The trailing 12-month price-to-sales (P/S) ratio stands at 9.21x, compared to the sector median of 3.43x, indicating that value-focused investors may need to wait for a more sustainable price movement [5] Financial Performance - In the fiscal 2026 first quarter, Apple reported revenue of $143.8 billion, a 16% year-over-year increase, and achieved all-time records across all geographic segments [6][7] - The company's strong performance led to a 19% growth in earnings per share (EPS), setting a new all-time EPS record for Apple [8] Growth Expectations - Investors may have unrealistic expectations for continuous record-breaking growth, which could lead to disappointment if future performance does not meet these high standards [7][9] Supply Chain Concerns - Apple faces potential supply constraints, as CEO Tim Cook noted a fragile balance between product supply and customer demand, with lean channel inventory reported [10][11] - The company is in a "supply chase mode" to meet high customer demand, indicating that future revenue could be limited by component supply issues [11][12] - For AAPL stock to surpass $300 and maintain that level, Cook needs to provide clarity on when supply and demand will stabilize, particularly regarding memory chips [12]

Core Viewpoint - Apple has experienced a slowdown in growth, with its stock performance over the past five years closely matching that of the S&P 500, indicating a shift from its previous status as a high-growth stock [1][2]. Financial Performance - Apple reported record quarterly revenue of $143.8 billion for Q1 of its 2026 fiscal year, with iPhone sales contributing over half of this revenue at $85.3 billion [4]. Market Position and Growth Potential - As one of the largest publicly traded companies with a market cap of $2.3 trillion, Apple's growth is expected to slow as it matures, making mid-cap and small-cap stocks more attractive for explosive growth potential [2]. - Despite its strong brand loyalty and popular products, Apple needs to innovate further, especially in artificial intelligence, to achieve significant growth in the future [5]. Product Development and Innovation - Recent product launches, such as the Apple Vision Pro, have not met sales expectations, and Apple's advancements in AI have been slower compared to competitors [3][5]. - The company has opted to utilize Google Gemini for its AI models, indicating a reliance on external technology for its AI initiatives [3]. Investment Considerations - Current recommendations from analysts suggest that Apple is not among the top stocks to buy at this time, with alternative stocks identified that may offer higher potential returns [6].

Apple (NASDAQ: AAPL) reported blowout 2026 fiscal first quarter (ended Dec. 27) earnings results last week, with a 23% year-over-year increase in iPhone sales, which CEO Tim Cook described as "simply staggering." There were all sorts of great updates, including strong gross margins and a 16% increase in services revenue. But the most important update wasn't a good one, and that could impact what happens to Apple stock for the rest of the year. Where to invest $1,000 right now? Our analyst team just reveal ...

I am upgrading my previous Buy rating on Apple ( AAPL ) stock to a Strong Buy based on its Capital-Light AI Arbitrage strategy. The strategy decouples monetization from infrastructure intensity. Apart from that, the Q1-FY2026 all-time-high [ATH]Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

I am upgrading my previous Buy rating on Apple ( AAPL ) stock to a Strong Buy based on its Capital-Light AI Arbitrage strategy. The strategy decouples monetization from infrastructure intensity. Apart from that, the Q1-FY2026 all-time-high [ATH]Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

【iMobile爱科技资讯】2月3日消息，手机影像的竞争角度正悄然发生变化。去年9月，iPhone17系列首 发了名为 Center Stage 的 1:1 方形前置传感器。这种跳出传统 4:3 或 16:9 比例的设计，让用户单手竖向 握持手机，就能拍出以往必须横向握持才能得到的广角画面。 这一创新的背后，折射出与大疆 Osmo Pocket3 异曲同工的成功逻辑：相比于枯燥的画质堆料，"拍摄方 式"的革命更具杀伤力。 Pocket3 靠一个旋转屏解决了横竖屏切换的痛点，而苹果则靠一颗 1:1 传感器， 彻底打破了手机握持姿势对画幅的物理束缚。 这种"竖拍横图"的降维打击，迅速引起了国产阵营的高度警觉。据知名数码博主"数码闲聊站"爆料，华 为和OPPO目前都已在跟进了解1:1Sensor，计划将其引入自家的前置影像方案。 这一创新的背后，折射出与大疆 Osmo Pocket3 异曲同工的成功逻辑：相比于枯燥的画质堆料，"拍摄方 式"的革命更具杀伤力。 Pocket3 靠一个旋转屏解决了横竖屏切换的痛点，而苹果则靠一颗 1:1 传感器， 彻底打破了手机握持姿势对画幅的物理束缚。 这种"竖拍横图"的降维打击，迅 ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【摩尔线程 AI Coding Plan 上线】 据了解，红包只是千问 APP 春节攻势的一部分。昨日，千问宣布投入 30 亿启动"春节请客计 划"，这不仅是阿里历史上春节活动投入最大的一次，也是今年春节大厂 AI 大战中的最高手 笔。 与传统春节红包玩法不同，千问 APP 此次依托阿里生态，打通淘宝闪购、飞猪、大麦、盒马 等核心业务，用户在抢红包的同时，还能体验到用 AI 买电影票、订酒店、点奶茶等"说句话就 能办成事"的全新生活方式。 【 OpenAI 为苹果电脑单独推出 Codex 应用】 2 月 2 日， OpenAI 为其人工智能（ AI ）编程助手 Codex 推出了独立应用，目前已在苹果 电脑上可用，该应用暂时向所有使用苹果电脑的 ChatGPT 用户开放。 OpenAI 表示，该应用旨在让软件开发人员能够轻松地同时管理多个 AI 智能体（ AI Agents ...

2月3日，胡润研究院发布《2025胡润中国品牌榜》，榜单首次纳入进入中国市场并服务于中国消费者的非中国品牌。根据榜单，苹果以1.11万亿元的品牌 价值登顶最具价值品牌；贵州茅台以7950亿元品牌价值位居第二，稳居中国品牌价值榜首；微信品牌价值增长最多，稳居第三名，同时取代抖音成为最具 价值中国民营品牌。以苹果为首的消费电子行业超越酒类，成为榜单中价值最高的行业，酒类依旧是中国本土品牌价值最高的行业。 榜单显示，上榜品牌数量从300强扩容至500强。317个品牌的价值较上一年增长，其中包含212个新上榜品牌；153个品牌价值下降；35个品牌价值保持不 变；另有16个品牌落榜。上榜门槛为20亿元人民币，总价值近8.8万亿元人民币。69%的上榜品牌提供实体产品，31%的品牌提供软件或服务。其中，源自 中国的品牌占比76%，非中国品牌占比24%。 看推文多多留言 有机会获商报君送出的礼品 朋友们千万别错过！ ↓↓↓ 上榜品牌的中国总部，覆盖73个城市。其中，上海以136个品牌居首，品牌总价值近2.9万亿元人民币；北京紧随其后，拥有104个品牌，品牌总价值近1.8 万亿元人民币；深圳位列第三，拥有41个品牌，品牌总价值 ...