Q1 Earnings Beat: Apple delivered impressive first-quarter results, with revenue surpassing estimates at $143.8 billion and iPhone sales reaching a record $85.3 billion, up 23% year-over-year. Social media buzz centered on explosive growth in China, where sales jumped 38% to $25.5 billion. CEO Tim Cook described the iPhone demand as staggering across all regions.
Muted Stock Response: Despite the strong beat, shares rose only about 1%, prompting discussions on whether the gains were already priced in. Some pointed to a slight decline in wearables and lingering questions around Apple's AI strategy as reasons for caution. Investors debated if future quarters could sustain this momentum amid high valuations.
Forward Outlook: Technical analysts noted constructive chart patterns, including bullish EMA crossovers and relative strength against broader market declines. Optimism persists for double-digit growth guidance, with some eyeing targets above $300. Conversations reflect a blend of celebration for the beat and vigilance on emerging challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Apple Insider Trading Activity
Apple insiders have traded $AAPL stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $AAPL stock by insiders over the last 6 months:
- TIMOTHY D COOK (Chief Executive Officer) has made 0 purchases and 4 sales selling 129,963 shares for an estimated $33,375,723.
- ARTHUR D LEVINSON sold 90,000 shares for an estimated $20,886,300
- DEIRDRE O'BRIEN (Senior Vice President) has made 0 purchases and 3 sales selling 77,834 shares for an estimated $18,843,125.
- KATHERINE L. ADAMS (SVP, GC and Secretary) has made 0 purchases and 4 sales selling 47,125 shares for an estimated $12,101,153.
- KEVAN PAREKH (Senior Vice President, CFO) has made 0 purchases and 4 sales selling 4,199 shares for an estimated $1,038,787.
- CHRIS KONDO (Principal Accounting Officer) sold 3,752 shares for an estimated $1,017,654
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Apple Revenue
Apple had revenues of $143.8B in Q1 2026. This is an increase of 15.65% from the same period in the prior year.
You can track AAPL financials on Quiver Quantitative's AAPL stock page.
Apple Congressional Stock Trading
Members of Congress have traded $AAPL stock 32 times in the past 6 months. Of those trades, 15 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $AAPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 2 purchases worth up to $30,000 on 01/16 and 2 sales worth up to $30,000 on 10/30.
- REPRESENTATIVE NANCY PELOSI has traded it 3 times. They made 0 purchases and 3 sales worth up to $50,250,000 on 12/30, 12/24, 10/22.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
- SENATOR TOMMY TUBERVILLE has traded it 2 times. They made 0 purchases and 2 sales worth up to $150,000 on 12/17, 10/07.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 12/17.
- SENATOR SHELLEY MOORE CAPITO has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 12/16, 09/18.
- REPRESENTATIVE DEBBIE DINGELL sold up to $100,000 on 11/24.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $1,130,000 on 11/13, 10/30, 10/23, 09/10, 09/03, 08/14 and 0 sales.
- SENATOR KATIE BOYD BRITT sold up to $15,000 on 11/07.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 5 times. They made 2 purchases worth up to $65,000 on 10/30, 09/11 and 3 sales worth up to $115,000 on 10/31, 10/30, 10/14.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- SENATOR ADAM B. SCHIFF sold up to $50,000 on 09/22.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 09/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Apple Hedge Fund Activity
We have seen 2,245 institutional investors add shares of Apple stock to their portfolio, and 3,035 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 90,272,629 shares (+75.1%) to their portfolio in Q3 2025, for an estimated $22,986,119,522
- BERKSHIRE HATHAWAY INC removed 41,787,236 shares (-14.9%) from their portfolio in Q3 2025, for an estimated $10,640,283,902
- VANGUARD GROUP INC added 26,856,752 shares (+1.9%) to their portfolio in Q4 2025, for an estimated $7,301,276,598
- JPMORGAN CHASE & CO added 22,049,132 shares (+10.3%) to their portfolio in Q3 2025, for an estimated $5,614,370,481
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 11,765,880 shares (+155.5%) to their portfolio in Q3 2025, for an estimated $2,995,946,024
- PRICE T ROWE ASSOCIATES INC /MD/ added 10,034,649 shares (+4.9%) to their portfolio in Q3 2025, for an estimated $2,555,122,674
- DANSKE BANK A/S added 8,960,092 shares (+811.1%) to their portfolio in Q4 2025, for an estimated $2,435,890,611
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Apple Government Contracts
We have seen $7,470 of award payments to $AAPL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Apple Analyst Ratings
Wall Street analysts have issued reports on $AAPL in the last several months. We have seen 17 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 01/30/2026
- Maxim Group issued a "Buy" rating on 01/30/2026
- Wedbush issued a "Outperform" rating on 01/30/2026
- Barclays issued a "Underweight" rating on 01/30/2026
- Citigroup issued a "Buy" rating on 01/20/2026
- Evercore ISI Group issued a "Outperform" rating on 01/20/2026
- Morgan Stanley issued a "Overweight" rating on 12/17/2025
To track analyst ratings and price targets for Apple, check out Quiver Quantitative's $AAPL forecast page.
Apple Price Targets
Multiple analysts have issued price targets for $AAPL recently. We have seen 27 analysts offer price targets for $AAPL in the last 6 months, with a median target of $310.0.
Here are some recent targets:
- Tom Forte from Maxim Group set a target price of $300.0 on 01/30/2026
- Tim Long from Barclays set a target price of $239.0 on 01/30/2026
- Gil Luria from DA Davidson set a target price of $270.0 on 01/30/2026
- Barton Crockett from Rosenblatt set a target price of $267.0 on 01/30/2026
- Samik Chatterjee from JP Morgan set a target price of $325.0 on 01/30/2026
- Edison Lee from Jefferies set a target price of $286.54 on 01/30/2026
- Dan Ives from Wedbush set a target price of $350.0 on 01/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
