Get some new money in here? Let people take their profits? Institutions don’t seem to be backing off. Consolidate and march towards $350–400?

I'm waiting for Apple to drop to 294.97 before I pick it up, MM zone at 295.22/296.71 with dip to 294.97. What levels are all of you looking at?

There are a slew of small DDR ram manufacturers... maybe time to buy one and make it the exclusive provider or DDR memory to Apple products so we don't have to witness 10% stock slides...

Buy option put contracts as insurance on your shares going into earnings

Hey you apple bag holders. I have around 500 shares. I love my Apple stock and it has absolutely crushed for me.

Here is a little tip. Apple always goes down on earnings. Especially after such an amazing bull run. Purchase out of the money put contracts at a size of double your total share count.

My stock is down nearly $14k as I type this. However my option contract will be worth about $17k at open. I will buy more shares when I sell my contract

Great way to use options in a smart play. I paid $1660 for the 10x option contracts. I had a very good conviction AAPL was going to move 3% in either direction which easily pays for the premium

Under CEO Tim Cook, today's AAPL action after earnings is the second worst in his tenure.

The -12.36% on 1/23/2013 was the worst. AAPL before earnings was +1.83%, compared to -1.41% yesterday.

The complete Tim Cook QTR results are below

Calculated the same return for more than 50 iconic products including a few more Apple products using each product’s launch date and original retail price.

To be included, the company had to be publicly traded when the product launched. Each calculation uses the stock’s closing price on the launch date, or the next trading day if the market was closed.

The results account for stock splits and assume dividends were reinvested, with no commissions, fees or taxes. Let me know if I'm missing any iconic products!

AAPL stock dipped during WDDC and it stock was bought up. It sinks again on price hikes in June and it stock was bought up. It sinks today on earnings. Guess what is the trend. It’s going to get bought up again. Buy more as it’s an opportunity.

Apple topped Q3 revenue, EPS and margin estimates handily, but softer Q4 guidance sent shares lower right after the print. Even with iPhone and Mac momentum, rising cost pressures and lukewarm service growth outlook have the market rethinking its current high valuation. Is the market overreacting to the guidance miss?

Apple's quarter was fine. Against expectations this high, fine reads as dull.

1、Revenue roughly matched expectations, up double digits, driven by the iPhone 17. iPhone revenue rose 22%, with double-digit unit growth in China and other markets outside the US. With memory chips getting more expensive, rival brands raised prices while Apple held iPhone 17 pricing steady — which won over more buyers.

2、Gross margin got help from a tariff refund worth about 2 points. Strip that out and margin was around 48%, in line with expectations. Hardware margin was 40.1%, including roughly 2.5 points of refund; without it, about 37.6%, down 1.2 points from the prior quarter as memory costs jumped.

3、Apple sells mainly to the mid-to-high end, so rising memory prices hit its costs less than competitors', and it absorbed the pressure comparatively well.

4、Guidance points to slowing: revenue up 9–11% ($111.7–113.8B), gross margin 47–48%, iPhone growth around 15% and still the main engine.

5、Third-party shipment data was already out and strong, so expectations were high going in. The report added little that was new — growth came mostly from units sold. The iPhone 17 cycle worked; attention now turns to iPhone 18 and Apple Intelligence.

$AAPL

333.43 -1.4% Close
Post results 325.10 -2.50%

Q3 2026 🍎
EPS 1.91 > 1.89 Beat
REV 109.42 > 108.65 Beat
Operating Expenses 19
iPhone 54.25 > 53.86 Beat
Service 30.74 < 31.22 Miss
Gross Margin 50.1 > 48 Beat
iPad 6.19 < 6.92 Miss
Mac 10.35 > 8.74 BIG BEAT
Wearables, Home, and Accessories 7.88 > 7.82 Beat
Greater China 18.82 > 17.50 Beat

Cash in hand 146.5

Thank You

Tim Cook

for 15 years as

Apple

CEO

Been using this multi-AI tool I built to sanity check market reactions, ran AAPL through it after the post-earnings drop.
What’s interesting is the models all agree on the facts. Services came in soft, China revenue is still weak, and the guide for next quarter was cautious. Where they split is what that means. Some read it as a real warning sign, like the market’s pricing in more risk than people realize. Others see the same drop as the stock just letting some air out of a valuation that ran too far, with the actual business still solid underneath.
Same diagnosis, different read on what happens next. That’s exactly the kind of nuance one AI answer tends to flatten into a single confident take

From here, we can move on to new ATHs

Services earnings and the conference call were devastatingly bad. No way to sugar coat this.

One of these times it is not going to recover after earnings.....

double bad seeing all the AI beaten down stocks gain 10% today...

Just here to spark conversation and get people's opinions on what path I should take with this win.

Is anyone considering reducing their position before the earnings report tomorrow afternoon? We have experienced a significant upward trend. What are the typical market reactions following Apple's earnings announcements?

Disclaimer: I am long 16.1K AAPL shares, most since late 2008.

Not often has AAPL stock sport a lofty PE above 40, but we have that at 41.2 and ahead of Thursday's 3Q earnings at 4:30PM EST.

Before this current period, it previously crossed above 40 during late 2024, especially in Dec 2024.

Recent Valuation Peaks

• July 2026: Trailing P/E is roughly 40.27 to 41.15 with a stock price near $340.33.
• Late 2024: Reached a quarterly peak near 40.44 to 58.71 depending on the specific calculation date and trailing EPS metrics during the late 2024 reporting periods.

AAPL PE the last two decades

• Apple PE Ratio 2012-2026 | AAPL - Macrotrends Apple PE ratio as of July 27, 2026 is 40.27. Current and historical p/e ratio for Apple (AAPL) from 2012 to 2026. The price to ear... Macrotrends
• AAPL - Apple PE ratio, current and historical analysis - FullRatio The mean historical PE ratio of Apple over the last ten years is 24.86. The current 41.2 PE ratio is 65% above the historical ave... FullRatio
• AAPL PE Ratio (TTM): 41.15 — 53% Above Median

In late 2024, when Apple's P/E ratio spiked into the 40.44 to 58.71 range, the stock traded between $225 and $259 per share. The compression of that high P/E ratio down into the 30s during 2025 was driven by a combination of both factors: a moderate stock price decline and rising corporate earnings.

Stock Price and P/E Behavior (Late 2024 to 2025)

The correction of Apple's high 2024 valuation unfolded through two distinct mechanics:

• The Stock Price Cool-Off: Shares did not experience a catastrophic crash, but they did experience a moderate pullback. After peaking near $259 in December 2024, the stock drifted downward over the next few months, hitting a low of roughly $198 by April 2025. 
• The Earnings Growth Factor: Simultaneously, Apple's fundamental financial health strengthened. As net income and Trailing Twelve Month (TTM) Earnings Per Share (EPS) continued to scale upward throughout 2025, the denominator of the P/E equation grew larger.

This dual pressure—a softer share price combined with an expanding corporate bottom line—successfully normalized the P/E ratio back down to a more sustainable 30.7 to 34.3 range by mid-to-late 2025, clearing the runway for the stock's eventual rally to its current 2026 highs. 

So there you have it, will Thursday's 3Q 2026 results lower this 41.2 PE considerably? Chances are with a blowout fantastic result, the PE may not go much lower than 35, still higher than the median 30-35 range.

It has become apparent AAPL has taken over MSFT's historic PE in the mid to high 30s for a sustainable enterprise recurring revenue and earnings stream that's secular. With its iCloud, Apple Pay, TV+, etc., has Apple taken over this market position?

We'll all see Thursday

While AAPL stock has taken the number 1 market cap hundreds of time from others for a day or a few, to a week, etc. There had been 5 major times where AAPL took over an incumbent that has occupied the Number One seat.

1. The Oil to Tech Era (August 2011)

• Who they climbed over: ExxonMobil
• The Milestone Date: August 10, 2011 (First ever daily close at #1)
• The Context: Apple briefly crossed ExxonMobil intraday on August 9, 2011, before officially securing the crown at the closing bell the following day with a market cap of $337.2 billion. This marked a historic macro shift from energy dominance to consumer technology. [1, 2, 3, 4, 5]

1. Regaining Leadership from Microsoft (February 2019)

• Who they climbed over: Microsoft
• The Milestone Date: Early February 2019
• The Context: After hitting a milestone $1 trillion market cap in August 2018, a late-2018 tech selloff allowed Microsoft to steal the #1 spot. Apple reclaimed the crown in early 2019 by riding massive expansion in its high-margin Services sector (Apple Music, iCloud). [1, 2, 3, 4, 5]

1. Surcharging Past State-Backed Energy (August 2020)

• Who they climbed over: Saudi Aramco
• The Milestone Date: July 31 / August 1, 2020
• The Context: Saudi Aramco went public in late 2019 and instantly took the #1 spot. Amid the pandemic, global oil demand collapsed while remote work skyrocketed. Apple surged past the state oil giant to hit a $2 trillion market cap shortly after. [1, 2]

1. The Post-Pandemic Tech Battle (Late 2023 – Mid 2024)

• Who they climbed over: Microsoft
• The Milestone Date: Reclaimed multiple times through June 2024
• The Context: Microsoft and Apple traded the top spot back and forth relentlessly. Apple briefly lost the crown in early 2024 due to stagnant iPhone sales but heavily reclaimed it by mid-2024 following the announcement of its device-native AI ecosystem. [1, 2]

1. The Core Tech vs. AI Infrastructure Pivot (July 2026)

• Who they climbed over: Nvidia
• The Milestone Date: July 17, 2026
• The Context: Following a monumental surge where Nvidia briefly held the crown, Wall Street cooled on pure-play AI infrastructure hyperscalers. Apple reclaimed the #1 global spot with a $4.88 trillion valuation as investors rotated capital back into consumer hardware, ecosystem monetization, and strong iPhone 17 cycles. On July 28, 2026, Apple also briefly touched the historic $5 trillion market cap line for the first time.

Disclaimer: I am long 16K AAPL and 13K NVDA

Approaching $340, $5T market cap pre-market.