Apple (NASDAQ:AAPL) Receives “Buy” Rating from TD Cowen

Apple (NASDAQ:AAPL)‘s stock had its “buy” rating restated by stock analysts at TD Cowen in a report released on Friday,Benzinga reports. They currently have a $325.00 target price on the iPhone maker’s stock. TD Cowen’s target price points to a potential upside of 27.01% from the stock’s previous close.

Several other analysts have also recently weighed in on AAPL. CLSA raised their price target on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research note on Friday. Melius Research set a $345.00 price target on shares of Apple in a research note on Friday, October 31st. Evercore ISI restated an “outperform” rating and set a $330.00 price objective on shares of Apple in a research report on Tuesday, January 20th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $330.00 target price on shares of Apple in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and an average target price of $287.48.

Apple Stock Performance

Shares of NASDAQ:AAPL traded down $2.39 during mid-day trading on Friday, reaching $255.89. The company had a trading volume of 40,789,070 shares, compared to its average volume of 49,353,563. Apple has a one year low of $169.21 and a one year high of $288.62. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The company’s 50-day moving average price is $268.62 and its 200-day moving average price is $251.07. The firm has a market cap of $3.76 trillion, a price-to-earnings ratio of 34.22, a PEG ratio of 2.39 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.Apple’s revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the company earned $2.40 earnings per share. As a group, equities research analysts anticipate that Apple will post 7.28 EPS for the current fiscal year.

Insider Activity at Apple

In other news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.06% of the company’s stock.

Institutional Investors Weigh In On Apple

Several hedge funds have recently bought and sold shares of AAPL. First National Bank of Hutchinson boosted its stake in Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC lifted its holdings in shares of Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC boosted its position in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after buying an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE lifted its stake in Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after acquiring an additional 1,155 shares during the period. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter and upbeat guidance — Apple reported revenue of $143.8B and EPS of $2.84, with management forecasting 13–16% YoY revenue growth for the next quarter and higher gross margins, showing momentum from iPhone 17 and services growth. Article Title
• Positive Sentiment: Analyst bullishness and upgrades — Multiple firms raised price targets and issued buy/overweight views (e.g., JPMorgan, Citi, Monness Crespi & Hardt, Maxim), increasing upside scenario expectations for AAPL. Article Title
• Positive Sentiment: M&A to bolster AI capabilities — Apple acquired Israeli audio-AI startup Q.ai (reported ~ $2B), signaling investment to accelerate on-device/audio AI features that could support future services monetization. Article Title
• Neutral Sentiment: Dividend and cash profile remain supportive — Apple declared a $0.26 quarterly dividend and continues to show strong cash generation and buyback capacity, which is a structural support for the share price.
• Negative Sentiment: Margin pressure from rising memory costs — Management warned of increasing memory-chip prices and potential margin headwinds; investors are concerned these costs could erode the benefit of higher ASPs and services growth. Article Title
• Negative Sentiment: Supply constraints and product prioritization — Reports say Apple may prioritize premium iPhone models amid chip/memory shortages, which could cap near‑term unit growth even with strong demand. Article Title
• Negative Sentiment: AI clarity and partnership concerns — Investors wanted more detail on Apple’s AI roadmap; some analysts criticize the Google/Alphabet partnership as potentially limiting Apple’s AI upside, keeping valuation re-rating on hold. Article Title
• Negative Sentiment: Broader market uncertainty from Fed news — Friday’s move in indexes after the Kevin Warsh Fed‑chair nomination adds short‑term macro volatility that can pressure high‑beta and megacap tech names, including AAPL. Article Title

About Apple

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.