Professional
Added to YB: 2026-01-14
Pitch date: 2026-01-08
AAPL [neutral]
Apple Inc.
+20.85%
current return
Author Info
No bio for this author
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Company Info
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.
Market Cap
$4.5T
Pitch Price
$258.59
Price Target
N/A
Dividend
0.34%
EV/EBITDA
25.11
P/E
N/A
EV/Sales
9.91
Sector
Technology Hardware, Storage and Peripherals
Category
N/A
Show full summary:
Fundsmith Equity Fund Portfolio Holding: Apple Inc.
AAPL (overview): While hyperscalers spend massively on AI infrastructure, Apple's modest $12B 2025 capex suggests different strategy. With ~1B locked-in high-end users, Apple may leverage others' LLMs via partnerships rather than building own, potentially pressuring AI developers' profitability.
Read full article (1 min)