Professional
Added to YB: 2024-08-27
Pitch date: 2024-08-23
AAPL [bullish]
Apple Inc.
+35.51%
current return
Author Info
No bio for this author
Company Info
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.
Market Cap
$4.4T
Pitch Price
$225.07
Price Target
N/A
Dividend
0.35%
EV/EBITDA
N/A
P/E
36.24
EV/Sales
N/A
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Third Point Portfolio Holding: Apple Inc.
AAPL: AI-driven growth potential via 'Apple Intelligence' suite. Forced upgrade cycle for iPhones, App Store as AI app distribution platform. 2.2B device ecosystem, 50-60% revenue share in key markets. AI features + proprietary silicon + privacy = competitive edge. Earnings growth potential after stagnation. Underowned by institutions, compressed multiples offer upside.
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