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NASDAQ · US · Consumer Electronics

AAPL Apple

On-device AI across iPhone and Mac

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$343.3
−1.27% today
1W
+0.1%
1M
+0.7%
3M
+1.0%
YTD
+26.6%
1Y
+31.1%
Off 52w high
−1.4%
Next earnings (est.): 2026-11-02
Market cap$5.07T
P/E (trailing)39.9Forward 36.3
EV / sales10.9×EV/EBITDA 30.4×
Revenue (TTM)$467BGrowth 16.4% y/y
Margins48.6%gross · op 32.6%
Free cash flow$108BCash $62.40B · debt $84.34B
Analyst target$328.4−4.4% upside · 39 analysts · buy
Riskβ 1.07Short 0.8% of float · yield 0.31%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

AAPL · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-30EarningsBeat / raise

    Reported EPS 2.02 vs 1.89 expected (+6.7% surprise).

  2. 7
    2026-04-30EarningsBeat / raise

    Reported EPS 2.01 vs 1.94 expected (+3.5% surprise).

  3. 6
    2026-01-29EarningsBeat / raise

    Reported EPS 2.84 vs 2.67 expected (+6.2% surprise).

  4. 5
    2025-10-30EarningsBeat / raise

    Reported EPS 1.85 vs 1.77 expected (+4.5% surprise).

  5. 4
    2025-07-31EarningsBeat / raise

    Reported EPS 1.57 vs 1.43 expected (+9.5% surprise).

  6. 3
    2025-05-01EarningsBeat / raise

    Reported EPS 1.65 vs 1.62 expected (+1.7% surprise).

  7. 2
    2025-01-30EarningsBeat / raise

    Reported EPS 2.4 vs 2.35 expected (+2.3% surprise).

  8. 1
    2024-10-31EarningsBeat / raise

    Reported EPS 0.97 vs 0.95 expected (+2.5% surprise).

Alternative data that moves AAPL

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-301.892.02+6.7%
2026-04-301.942.01+3.5%
2026-01-292.672.84+6.2%
2025-10-301.771.85+4.5%
2025-07-311.431.57+9.5%
2025-05-011.621.65+1.7%
2025-01-302.352.4+2.3%
2024-10-310.950.97+2.5%
2024-08-011.341.4+4.4%
2024-05-021.511.53+1.5%
2024-02-012.12.18+3.7%
2023-11-021.391.46+4.8%
2023-08-031.191.26+5.7%
2023-05-041.431.52+6.3%
2023-02-021.951.88−3.8%
2022-10-271.271.29+1.4%
2022-07-281.151.2+3.9%
2022-04-281.431.52+6.5%
2022-01-271.892.1+11.2%
2021-10-281.241.24+0.2%
2021-07-271.011.3+28.2%
2021-04-280.981.4+42.2%
2021-01-271.421.68+18.7%
2020-10-290.70.73+4.5%

About Apple

Website ↗

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 servic…

150,000 employees · Cupertino, United States

On-device AI drives a phone and PC upgrade cycle and pulls more memory per device — competing with data centers for the same DRAM.

Edge chip→Memory→Device→Apps

What would prove us wrong. Weakens if memory prices force device makers to cut AI features or volumes.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
QCOM
Qualcomm
Edge AI SoCs for robots and vehicles $178.4+1.41%−11.7%+5.9%
ARM
Arm Holdings
CPU IP inside custom accelerators, servers and edge devices $222.8+5.92%−28.2%+103.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.