Why analysts are watching it
Analysts are keeping a close watch on Apple for several key reasons, with some expressing bullish sentiment about its long-term potential. On May 16, 2026, Everything Money highlighted that early investors in companies like Apple during times of market fear made extraordinary returns. Stealth Wealth Investing, on May 5, 2026, pointed to Apple's strong performance across many metrics, including a record March for iPhone sales. Meanwhile, Ticker Symbol: YOU, on April 27, 2026, suggested that Apple's role as a cornerstone company in the mobile computing era has historically made investors rich, and on May 11, 2026, reported that Apple is in talks with Intel and Samsung about manufacturing chips in the US, which could reduce supply chain risks. Conversely, Felix & Friends (Goat Academy), on May 8, 2026, noted that Warren Buffett significantly reduced his stake in Apple, due to the stock becoming much more expensive with its price-to-earnings multiple rising from 10-15 to around 30 times. Investments in individual stocks carry inherent risks, and past performance is not indicative of future results.
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"The investors who bought Microsoft, Amazon, and Apple in '02 and '03 at the depths of the fear made extraordinary money."
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"Guys, the next one on the list [469s] is Apple. Now, even though Apple looks [471s] like a stretch at this current price, [473s] Apple is an extraordinary business [475s] that's seen growth and its free cash [476s] flow, even though it's freaking huge."
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"Apple since Apple doesn't really participate in this whole AI story Apple was a little bit green all the rest were red max 2.7%"
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"stock like Nvidia or Apple and you just [6s] sit there."
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"You still have here Nvidia that was green a little bit, Apple green a little bit."
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"Next up is Apple. Now, this one's maybe it's the second most interesting stock on here in regards to where it's moving on the list. This one fell again. Um, you know, there was a time when it was one two uh forever it seemed like, especially whenever everything was down. That kind of seemed like Apple was the one to buy there. But it continues to fall down despite the fact we have significant changes there."
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"And that's what happened with Apple. When Buffett first started buying Apple, it was trading at about a 10 to 15 times PE. Now, I'm not a huge fan of PE multiples, but it is a a measure, right? But recently, that price has been more like 30 times. So, it's got two to three times more expensive. So, he took profits. He sold the great company at a great price tag."
— Warren Buffet Sold 31% of his Portfolio. So why Are You Buying?
"Apple scored four."
— I Compared All 7 Magnificent Seven Stocks — The Winner Was Obvious
"If you didn't know, [542s] Apple used Intel's chips in every Mac [544s] from 2006 to 2020 when they switched [547s] over to their own M1 chips made by TSMC [550s] and Intel lost their biggest customer. [553s] So, Apple coming back would be one of [555s] the biggest comebacks in market history."
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"Apple and Meta sit right behind them at four each."
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"and Apple comes in at 11.8%"
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"Well, let's look at the big one, Apple. For years, Apple was Buffett's favorite stock. He called it the best business he knew in the world. But in the last two years, he sold off about 75% of his massive Apple stake."
— Warren Buffet Sold 31% of his Portfolio. So why Are You Buying?
"They sold [612s] blueprints to Nvidia and AMD, Apple, and [616s] Qualcomm, and they collected royalties [618s] while everyone else fought the actual [620s] chip war."
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"988s] from AMD and Nvidia, as well as the rise [991s] of custom ARM-based chips from Apple and [995s] Amazon."
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"fabs for Nvidia and AMD, Apple and Google, Tesla"
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"If you put $10,000 into Apple at the [2s] start of the smartphone era, you'd have [4s] over half a million dollars today."
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"Apple here still [602s] comfortably the number one of the [604s] portfolio. close 22%"
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"All right, let's move on to the next company of Broadcom, where they build the wireless chips inside nearly every single iPhone, AirPod, and Apple Watch on the planet, locked in by a multi-year $15 billion supply agreement that makes them Apple's primary wireless chip supplier."
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"Apple at 17.5%"
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"Apple at 1.18,"
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"Every Nvidia GPU, every Apple processor, and almost everything in between."
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"Apple is second."
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"Let's talk Apple. I mean, you know, they did well on so many metrics. The only soft spot seems to be iPhone sales, but it wasn't really their fault when you think about it. >> iPhone sales to me looks absurd. I think it was their best March quarter ever. So, they did 57 billion in just iPhone revenue and if you put that in context See, she started off trying to create a narrative there and he just immediately blew out of the water with, "Well, no, it was actually it was a, you know, record March"
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"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."
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"They have a lot of stocks, but the core holdings for them that they highlighted are Apple, American Express, Coca-Cola, and Moody's. I like all of them except Apple, but the market seems to like Apple very, very much."
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"Let's go ahead and take a look at Apple, Meta, Amazon. Oh my gosh, Apple the slowest of the bunch. 12% revenue growth expected for current year."
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"Apple comes in at 27%"
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"Apple earns second,"
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"For the last 35 years, ARM was the ARMS dealer that never picked a side. They sold blueprints to Nvidia and AMD, Apple, and Qualcomm, and they collected royalties while everyone else fought the actual chip war."
— I Was Wrong. This Is a Historic Buying Opportunity.
"At the start [361s] of this video, I pointed out that Apple [363s] and Nvidia made investors rich by being [366s] the cornerstone companies of the mobile [368s] and AI computing eras."
— I Got Rich Off NVIDIA. This Is Even Bigger.
"Uh I bought Apple a long long time ago. It fell 40% after that, okay? But, the reality was I was really dumb in the short term. And I And I was actually double dumb, if that's even a thing, because I didn't double down whenever it fell 40%. Nonetheless, that right there is what you got to do. Had to look dumb in the short term to get 55,000 plus percent gain long term on, you know, that stock."
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"These companies in my eyes are not profitable. Great businesses, but perhaps just Apple now is sticking to its guns 100 billion in free cash flows and saying, "Okay, you spend the money, I will use it." Even if they change CEO, we'll see how it goes."
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"Netflix, Apple, YouTube."
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"Apple, the consumer hardware ecosystem anchor with an increasingly powerful and high margin services engine."
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"and Apple at 102.6%."
— I Compared All 7 Magnificent Seven Stocks — The Winner Was Obvious
"If you didn't know, Apple used Intel's chips in every Mac from 2006 to 2020 when they switched over to their own M1 chips made by TSMC and Intel lost their biggest customer."
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"And just [527s] a few days ago, Bloomberg reported that [530s] Apple is in early talks with Intel and [532s] Samsung about manufacturing their chips [534s] in the US."
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"Apple, Nvidia, AMD, Qualcomm, Meditech."
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"Apple's been doing chips for years, that didn't seem to affect any Nvidia, any, you know, uh you know, when they first brought in their own chips, uh you know, you just kind of have to look beyond that type nonsense of zero-sum games, uh you know, winner take all, all that goofy stuff that everybody likes to say, cuz it gets you excited, it gets you all emotional, makes the raises the stakes, per se."
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"Nvidia, Broadcom, Apple, these companies armed with Mythos will define the next era of digital security, while everyone else is effectively defending against tomorrow's attacks with yesterday's tools."
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"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."
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"Amazon [652s] and Apple enter agreement for Amazon Leo [655s] to provide satellite services for [657s] supported iPhones and Apple Watch [659s] models, allowing users to text emergency [662s] services, message friends and family, [664s] request roadside assistance, and more."
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"Apple's still 5% from [326s] all-time highs"
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"He wants to buy like an Apple share. And he said famously about Tim Cook. I gave Tim Cook $35 billion."
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"The company he [487s] failed to mention there although I agree [489s] they're not ahead by any stretch of the [490s] imagination is Apple. Nobody has more [492s] personal data on individuals than Apple [495s] does [496s] and so it shows you the potential there."
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"for companies like Apple and Nvidia switching away is nearly impossible due to the specialized process technology"
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"Original equipment manufacturers HP and Apple that put memory into laptops."
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"Original equipment manufacturers HP and Apple that put memory into laptops."
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"But in [596s] regards to applying that [597s] application over a large, large scale, [599s] that right there is where companies like [600s] Meta and Google and Apple and others are [601s] going to really dominate in regards to [603s] that."
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"Apple takes second at 28.3%."
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"And just a few days ago, Bloomberg reported that Apple is in early talks with Intel and Samsung about manufacturing their chips in the US. That way, they can reduce the risks of all their chips being made at TSMC in Taiwan."
— I Was Wrong. This Is a Historic Buying Opportunity.
"Apple, Nvidia, AMD, Qualcomm, MediaTek. The company has significant customer concentration, meaning a small number of giant firms account for a large portion of sales."
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