William Kerwin, CFA

We’ve raised our fair value estimate for Apple stock, and we now believe it looks fairly valued.

We think Apple stock is moderately overvalued.

Astonishing results have driven this AI stock into significantly overvalued territory.

We raise our fair value estimate for Apple stock.

From iPhone 17 sales to the new CEO, here’s what we’re looking for in Apple’s upcoming earnings report.

John Ternus, Apple’s hardware chief, will take up the role in September.

We think Broadcom stock is moderately undervalued.

We think Apple stock is fairly valued.

Following strong holiday sales and a recent AI deal, here’s what we’re watching for in Apple’s earnings report.

We believe a competitive—if not leading—AI feature suite will reinforce Apple’s wide-moat mobile device ecosystem.

We think Apple stock is moderately overvalued.

We like Apple’s AI features, but see them as incremental improvements.

The announcement fits with our expectations for Apple to earn a long-term tariff exemption.

With a loyal customer base and continued differentiation in hardware and software, here’s what we think of Apple’s stock.

With steady revenue from loyal consumers and a premium electronics ecosystem, here’s what we think of Apple stock.

We believe AI is helping Apple develop new and convenient features more quickly.

Despite short-term bluster from the administration, we expect an investment deal to be reached that avoids blanket iPhone tariffs.

Looking at steady iPhone growth, potential tariff risk, and long-term exemption hopes, here’s what we think of Apple stock.

We estimate a 25% gross downside risk to earnings and Apple’s intrinsic valuation.

Watching iPhone revenue, services growth, and potential tariff impact, here’s what we think of Apple stock.