Added to YB: 2026-08-04
Pitch date: 2026-07-31
AAPL [neutral]
Apple Inc.
-1.99%
current return
Author Info
Anni Sen is the Managing Partner of BluBird Capital, a boutique financial advisory firm specializing in high-conviction investing ideas. Sign up for the newsletter.
Company Info
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.
Market Cap
$4.5T
Pitch Price
$309.58
Price Target
N/A
Dividend
0.35%
EV/EBITDA
23.88
P/E
35.44
EV/Sales
9.52
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Apple Q2 2026: The RAMageddon Quarter
AAPL (earnings): FQ2 rev $109.4B (+16% YoY), EPS $2.02 beat $1.89; iPhone +22%, Mac +29%. Stock -6.65% AH on Sept guide decel to 9-11% & GM compression to 46.5% (100%+ from surging DRAM/memory costs). Cook: '100-year flood' in memory. Bullish for MU/SKHY: DRAM triopoly reallocating 80-90% capacity to AI/HBM, starving mobile. Apple hiking prices $200-300, launching Klarna leasing to mask shock. Congress blocking CXMT/YMTC China supply escape.
Read full article (9 min)