AAPL Apple Inc.

MIXED Impact: 2/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-AAPL-maximgro-20260130
28 firms acted on AAPL: Maxim Group, Jefferies, Loop Capital, Jefferies, Seaport Global, Bernstein, DA Davidson, Phillip Securities, MoffettNathanson, Jefferies, Needham, Rosenblatt, Jefferies, Keybanc, Jefferies, Oppenheimer, Piper Sandler, Loop Capital, Jefferies, MoffettNathanson, HSBC, Keybanc, MoffettNathanson, Loop Capital, Rosenblatt, Erste Group, DA Davidson, Itau BBA
Final — all horizons settled through T+60d
AAPL ▲ +4.66% at T+60d
NEUTRAL call ✓ call won +4.66% · α vs SPY +1.77% · entry $258.72 → $270.78
Currently $299.24 · +15.66% from $258.72 entry
Entry anchored
Jan 30, 03:47 PM ET
via Databento tick
T+1d
+4.34%
call +4.34% · α +3.79%
$269.94
settled 5mo ago
T+5d
+7.50%
call +7.50% · α +7.63%
$278.12
settled 4mo ago
T+20d
+2.34%
call +2.34% · α +3.08%
$264.78
settled 4mo ago
T+60d
+4.66%
call +4.66% · α +1.77%
$270.78
settled 7w ago

Price Chart

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Executive Summary

Maxim Group upgraded Apple (AAPL) to Buy from Hold with a $300 price target, as part of a cluster of 28 firms issuing ratings on the stock. The upgrade comes from a firm with a 100% accuracy rate (4/4 calls) and an average return of 14.2%, though the sample size is small. Consensus is heavily bullish: 37 of 54 analysts rate Buy or Strong Buy, with a mean target of $298.46, implying ~10% upside from the current $271.35. EPS revisions have been trending upward over the past 30 days across all periods. However, insider selling continues — CEO Tim Cook sold $1.28M, and COO Deirdre O'Brien sold $5.19M in early April — and short interest is elevated at a 58.5% ratio. Institutional action is mixed: Norges Bank reported a new $52.3B position, but Renaissance Technologies exited entirely. The upgrade is in line with consensus direction, limiting its contrarian significance. Bottom line: the bullish signal is validated by strong earnings momentum but dampened by insider exits and short interest.

Impact Score

Base Score
1/7
LLM Adjustment
+1
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
37 (69%)
Hold
15
Sell / Strong Sell
2
Total Analysts
42
Mean PT
$298.46
Median PT
$300.00
High PT
$350.00
Low PT
$215.00
Current Price
$271.35
Implied Upside
+10%

Of 54 analysts covering AAPL, 14 rate Strong Buy, 23 Buy, 15 Hold, 2 Sell, and 0 Strong Sell. That's 69% buy-side ratings, indicating a strong bullish consensus. Only 3.7% of analysts are bearish.

Mean price target is $298.46, median $300, high $350, low $215. Current price is $271.35, implying 10.0% upside to the mean. Maxim Group's $300 target sits exactly at the median, in line with consensus.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-01 Wedbush reiterate Outperform $350.00
2026-05-01 Barclays maintain Underweight $253.00
2026-05-01 Wells Fargo maintain Overweight $310.00
2026-05-01 DA Davidson maintain Neutral $270.00
2026-05-01 Rosenblatt maintain Neutral $276.00
2026-05-01 Morgan Stanley maintain Overweight $330.00
2026-05-01 Needham reiterate Hold
2026-04-28 UBS maintain Neutral $287.00
2026-04-21 Wedbush reiterate Outperform $350.00
2026-04-21 Rosenblatt maintain Neutral $268.00

Over the past 30 days, there has been 1 upgrade (Maxim) and 0 downgrades. EPS estimates have been revised upward: +1y EPS up from $9.35 to $9.43 (+0.8%), +1q EPS up from $1.73 to $1.74 (+0.3%), and current quarter EPS up from $1.95 to $1.94 (flat). Revisions up outnumber down across all periods (e.g., 6 up vs 5 down for +1y, 5 up vs 1 down for +1q).

Firm Track Record — Maxim Group

Maxim Group accuracy: 43% on 305 calls | avg return: 5.9%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Oppenheimer 100% 4/4 3.8% top tier
MoffettNathanson 100% 3/3 -2.2% top tier
Maxim Group 100% 4/4 14.2% top tier
Tigress Financial 100% 4/4 10.7% top tier
Melius Research 100% 5/5 14% top tier
UBS 83% 5/6 9.5% top tier
Jefferies 82% 9/11 3.5% top tier
Rosenblatt 80% 12/15 8.5% top tier
Wedbush 76% 19/25 10.2% top tier
Bernstein 75% 3/4 8.8% top tier

Maxim Group has a 100% accuracy rate (4 of 4 calls) with an average return of 14.2% per rating, placing it among top-tier firms. However, the sample is very small. Other top-performing firms include Oppenheimer (100% on 4 calls, avg return 3.8%) and MoffettNathanson (100% on 3 calls, avg return -2.2%). The lowest accuracy among tracked firms is JPMorgan at 67% (10/15).

Earnings Estimates

Next earnings: Jul 29, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1y $9.43 $8.43 — $10.95 $501.9B ↑4 ↓0
+1q $1.74 $1.63 — $1.89 $102.5B ↑3 ↓0
0q $1.94 $1.56 — $2.16 $109.6B ↑3 ↓0
0y $8.52 $7.96 — $9.08 $467.0B ↑3 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 3 sells
Congressional
Mark Alford (republican) — sell $1,001 - $15,000
Congressional
Ro Khanna (democrat) — sell $1,001 - $15,000
Congressional
David Taylor (republican) — sell $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — exit (-100%)
Institutional
TWO SIGMA INVESTMENTS, LP — add (47.3%)
Short Interest
Short: 11,896,972 | Exempt: 77,529 | TRF Vol: 20,322,725 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)

Insider activity shows persistent selling: CEO Tim Cook sold $1.28M on April 2, COO Deirdre O'Brien sold $5.19M on April 2, and VP Kevan Parekh sold $422K on April 23. Congressional trades show 4 sells vs 1 buy since February 2026. Institutional changes are mixed: Norges Bank reported a new $52.3B position, but also an exit (possibly different funds), Renaissance Technologies exited completely, and Two Sigma added 47.3%. Short interest ratio is 58.5% (11.9M shares short vs 20.3M daily volume), indicating elevated bearish positioning. This diverges from the bullish analyst upgrade.

Actionable Insight

The Maxim Group upgrade adds to a strong bullish consensus, but heavy insider selling and elevated short interest create a caution flag. Traders should monitor for a break above $300 resistance before adding long exposure, and use tight stops below $265.

Documents Analyzed

Report based on filing metadata.

9 reports for AAPL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AAPL — sortable, filterable
Type Now
Jun 16, 2026
today
ANALYST-UPGRADE
MIXED ★ 1/10
$270.23 $271.06▲ +0.31%▼ −0.23%$299.24 (+10.74%)
May 31, 2026
16d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$258.72 $278.12▲ +7.50%▲ +7.63%$299.24 (+15.66%)
May 20, 2026
28d ago
Court Ruling
NEUTRAL ★ 1/10
$302.22 $310.85▲ +2.86%▲ +1.62%$299.24 (−0.98%)
May 17, 2026
4w ago
ANALYST-UPGRADE
MIXED ★ 1/10
$270.16 $270.96▲ +0.30%▼ −0.26%$299.24 (+10.77%)
May 6, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$287.34 $294.80▲ +2.60%▲ +1.47%$299.24 (+4.14%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$258.72 $278.12▲ +7.50%▲ +7.63%$299.24 (+15.66%)
Apr 30, 2026
6w ago
8-K
BULLISH ★ 6/10
$280.03 $293.03▲ +4.64%▲ +2.30%$299.24 (+6.86%)
Apr 20, 2026
8w ago
8-K
NEUTRAL ★ 5/10
$266.09 $270.78▲ +1.76%▲ +0.68%$299.24 (+12.46%)
Apr 17, 2026
8w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$270.16 $271.06▲ +0.33%▼ −0.22%$299.24 (+10.77%)
Showing 9 of 9

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