Q1 Earnings Triumph: Social media lit up with acclaim for Apple's record Q1 performance, delivering $143.8 billion in revenue, the strongest quarter in its history. Enthusiasts pointed to robust iPhone demand and services revenue exceeding estimates as key drivers amid a turbulent market.
Relative Strength in Downturn: As tech peers like Nvidia and Microsoft plunged deeper into correction territory, Apple held firm with just an 11% quarterly decline, earning nods for resilience. Discussions framed it as the steadiest among the Magnificent Seven, bolstering confidence in its ecosystem dominance.
Forward Momentum Builds: Attention shifted to the upcoming Q2 earnings on April 30 and WWDC developments, with speculation swirling around AI enhancements and product launches. Overall vibe signals sustained enthusiasm for Apple's growth trajectory.
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 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 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 6 sales selling 64,949 shares for an estimated $16,512,197.
- DEIRDRE O'BRIEN (Senior Vice President) has made 0 purchases and 2 sales selling 30,002 shares for an estimated $7,660,875.
- 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 31 times in the past 6 months. Of those trades, 15 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $AAPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- REPRESENTATIVE DAVID TAYLOR has traded it 5 times. They made 2 purchases worth up to $30,000 on 01/16 and 3 sales worth up to $45,000 on 02/26, 10/30.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.
- REPRESENTATIVE ED CASE purchased up to $15,000 on 02/12.
- REPRESENTATIVE CLEO FIELDS has traded it 4 times. They made 4 purchases worth up to $780,000 on 02/12, 11/13, 10/30, 10/23 and 0 sales.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/15, 12/17 and 0 sales.
- 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 SHELLEY MOORE CAPITO sold up to $15,000 on 12/16.
- 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.
- 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 4 times. They made 1 purchase worth up to $50,000 on 10/30 and 3 sales worth up to $115,000 on 10/31, 10/30, 10/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Apple Hedge Fund Activity
We have seen 2,168 institutional investors add shares of Apple stock to their portfolio, and 3,025 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 removed 315,640,616 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $85,810,057,865
- CARDANO RISK MANAGEMENT B.V. added 37,746,784 shares (+890.7%) to their portfolio in Q4 2025, for an estimated $10,261,840,698
- VANGUARD GROUP INC added 26,856,752 shares (+1.9%) to their portfolio in Q4 2025, for an estimated $7,301,276,598
- CORIENT PRIVATE WEALTH LLC added 20,955,821 shares (+226.4%) to their portfolio in Q4 2025, for an estimated $5,697,049,497
- CAPITAL INTERNATIONAL INVESTORS added 15,780,633 shares (+28.2%) to their portfolio in Q4 2025, for an estimated $4,290,122,887
- ALLIANCEBERNSTEIN L.P. added 11,632,482 shares (+40.0%) to their portfolio in Q4 2025, for an estimated $3,162,406,556
- AXXCESS WEALTH MANAGEMENT, LLC added 11,253,173 shares (+2039.5%) to their portfolio in Q4 2025, for an estimated $3,059,287,611
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 14 firms issue buy ratings on the stock, and 1 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 21 analysts offer price targets for $AAPL in the last 6 months, with a median target of $315.0.
Here are some recent targets:
- Dan Ives from Wedbush set a target price of $350.0 on 03/31/2026
- Erik Woodring from Morgan Stanley set a target price of $315.0 on 03/23/2026
- Wamsi Mohan from B of A Securities set a target price of $320.0 on 03/23/2026
- Barton Crockett from Rosenblatt set a target price of $268.0 on 03/05/2026
- Tim Long from Barclays set a target price of $248.0 on 03/03/2026
- Gil Luria from DA Davidson set a target price of $270.0 on 01/30/2026
- Krish Sankar from TD Cowen set a target price of $325.0 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.
