AAPL Apple Inc.

MIXED Impact: 2/10 ANALYST-UPGRADE
Processed 16d 17h ago SEC analyst-AAPL-maximgro-20260130
27 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
Final — all horizons settled through T+60d ⚠ clustered
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 Inc. (AAPL) from Hold to Buy with a $300 price target, representing a 3.9% downside from the current price of $312.06. The upgrade is part of a 27-firm cluster action on AAPL, though the firm's 100% accuracy on 4 calls with a 14.2% average return makes this a high-conviction contrarian signal. Consensus is heavily bullish with 39 of 54 analysts at Buy or Strong Buy, a mean target of $310.51, and a high of $400. EPS revisions have been strongly positive over the past 30 days (24 up, 0 down for the current quarter; 35 up, 2 down for the fiscal year). Insider selling is heavy, with director Arthur Levinson selling $42.6M on May 6 and CEO Tim Cook selling $1.28M on April 2, diverging from the bullish analyst signal. Short interest is elevated at 56.5% of float, suggesting bearish positioning. The next earnings report is due July 29, 2026. Bottom line: Maxim's perfect track record adds weight to this upgrade, but the bearish insider and short-interest signals create a mixed picture for traders.

Impact Score

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

Consensus & Targets

Buy / Strong Buy
39 (72%)
Hold
13
Sell / Strong Sell
2
Total Analysts
43
Mean PT
$310.51
Median PT
$310.00
High PT
$400.00
Low PT
$215.00
Current Price
$312.06
Implied Upside
-0.5%

Consensus is heavily bullish: 15 Strong Buy, 24 Buy, 13 Hold, 2 Sell, 0 Strong Sell — 72% of 54 analysts at Buy or Strong Buy. The consensus direction is firmly positive, with only 2 sell-side ratings.

Current price is $312.06. Mean target is $310.51, median $310, high $400, low $215. Implied downside to mean is -0.5%. Maxim's $300 PT sits 3.4% below the mean and 3.9% below the current price, making it one of the more conservative bullish targets.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-26 B of A Securities maintain Buy $380.00
2026-05-14 Tigress Financial maintain Strong Buy $375.00
2026-05-14 Evercore ISI Group maintain Outperform $365.00
2026-05-08 Wedbush maintain Outperform $400.00
2026-05-01 UBS maintain Neutral $296.00
2026-05-01 TD Cowen maintain Buy $335.00
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

30-day analyst activity shows 0 upgrades and 0 downgrades, but EPS revisions are strongly positive: 24 up vs 0 down for the current quarter, 35 up vs 2 down for the fiscal year. Estimates are being revised higher across all periods, with the current quarter EPS rising from $1.74 to $1.90 over the past 30 days.

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 100% accuracy on 4 AAPL calls with a 14.2% average return, placing it among the top-tier firms alongside Oppenheimer (100%, 3.8% avg return) and MoffettNathanson (100%, -2.2% avg return). The best-performing firm on AAPL is Melius Research (100%, 14% avg return); the worst among top-tier is MoffettNathanson (100%, -2.2% avg return).

Earnings Estimates

Next earnings: Jul 29, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $1.90 $1.83 — $1.99 $109.0B ↑0 ↓0
+1y $9.66 $8.81 — $10.96 $517.8B ↑2 ↓0
+1q $2.01 $1.86 — $2.14 $114.2B ↑0 ↓0
0y $8.75 $8.29 — $9.01 $478.1B ↑1 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 5 sells
Congressional
David Taylor (republican) — sell $1,001 - $15,000
Congressional
David Taylor (republican) — sell $1,001 - $15,000
Congressional
Shelley Moore Capito (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: 11,705,767 | Exempt: 33,578 | TRF Vol: 20,717,490 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)

Insider trades are heavily bearish: director Arthur Levinson sold $42.6M on May 6 and $15.6M on May 27, CEO Tim Cook sold $1.28M on April 2, and other insiders sold $791K combined. Congressional activity is mixed: 3 sells (David Taylor, Shelley Moore Capito, Lizzie Fletcher) and 1 buy (John McGuire), all small amounts. Institutional changes show Norges Bank entering with a massive $52.3B new position, while Renaissance Technologies exited. Short interest is elevated at 56.5% of float, diverging from the bullish analyst consensus.

Actionable Insight

**Maxim's perfect track record and the strong EPS revision momentum support the upgrade, but heavy insider selling and elevated short interest create a cautionary signal. Traders should wait for confirmation from price action above $300 before acting on this call.**

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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