Apple Gestione
Criteri Gestione verificati 2/4
Apple Il CEO è Tim Cook, nominato in Aug2011, e ha un mandato di 14.92 anni. la retribuzione annua totale è $ 74.29M, composta da 4% di stipendio e 96% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.022% delle azioni della società, per un valore di $ 1.09B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 13.5 anni.
Informazioni chiave
Tim Cook
Amministratore delegato
US$74.3m
Compenso totale
| Percentuale dello stipendio del CEO | 4.04% |
| Mandato del CEO | 14.9yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 1.8yrs |
| Durata media del Consiglio di amministrazione | 13.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jul 20
'Apple Smart' Heads To China: A Key Catalyst Among Several
Summary Apple Inc. (AAPL) surged 5% this week on multiple catalysts, including regulatory and AI developments. AAPL's inclusion atop China's approved AI services list signals regulatory favor and strategic positioning in the Chinese market. Integration of Alibaba's Qwen AI model into Apple Intelligence across iOS, iPadOS, macOS, and visionOS enhances AAPL's AI capabilities in China. Recent positive news flow and regulatory wins reinforce my bullish view on AAPL's growth and competitive edge. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 11
Future profits to soar by 27% amid fierce competition
Rather than creating value by inventing better phones, Apple's lawsuit against OpenAI shows how afraid Apple is of what's happening. At best, this will slow OpenAI down a bit, but in the long run, Apple's business model is in its sights.
Aggiornamento narrativa • Jun 27
AAPL: AI Assistant Reset And Pricing Power Will Drive Next Upside Phase
Apple's updated analyst price target narrative reflects a fair value move from $350.00 to $396.34, as analysts point to the company's pricing power, ecosystem-driven demand resilience and evolving AI assistant plans as key supports for higher revenue growth, slightly stronger profit margins and a modestly higher future P/E assumption. Analyst Commentary Recent research on Apple centers on two themes that matter for investors: pricing power across hardware and the reset around Apple’s AI assistant plans.
Aggiornamento narrativa • Jun 13
AAPL: AI Assistant Rollout And Services Strength Will Offset Execution And Regulatory Risks
Apple's analyst price target has been lifted to $350 from $310 as analysts factor in the company's planned AI features, including an upgraded Siri and a broader AI assistant vision, while reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Apple clusters around the same core theme: how quickly the company can turn its AI roadmap, upgraded Siri plans, and ecosystem advantages into durable earnings power and what that means for valuation.Aggiornamento narrativa • May 30
AAPL: AI Platform Ambitions And Services Mix Will Offset Hardware And China Risks
Narrative Update: Apple The analyst price target for Apple has been raised to $310.51 from $297.88. This reflects updated assumptions on revenue growth, profit margins, and future P/E as analysts highlight the company's expanding AI powered ecosystem, services contribution, and potential leverage from its role as a platform for user intent and app access.
Aggiornamento narrativa • May 15
AAPL: AI Spending And Rising Input Costs Will Pressure Future Margins
Analysts have raised the implied fair value for Apple stock from about $231.03 to roughly $235.23, citing confidence in the company's AI powered ecosystem, higher margin Services mix, resilient cash generation, and earnings compounding potential supported by premium hardware and an expanding product breadth. Analyst Commentary Across recent research, Apple continues to attract a wide range of views, with several firms lifting price targets and highlighting the role of AI, Services and cash generation.Aggiornamento narrativa • Apr 29
AAPL: Services Strength And AI Execution Will Support Earnings Resilience Under New Leadership
The analyst price target for Apple has been lifted by about $1 to reflect slightly higher modeled fair value, modestly stronger revenue growth and margins, and a slightly lower assumed future P/E, in line with recent Street research citing App Store trends, new MacBook Neo momentum, and views that the CEO transition comes from a position of strength. Analyst Commentary Recent Street research around Apple clusters around three key themes: the App Store and Services trajectory, the MacBook Neo and broader hardware lineup, and the early CEO transition.Aggiornamento narrativa • Apr 15
AAPL: Services Breadth And AI Partnerships Will Support Long Term Earnings Resilience
Apple's analyst price target is rising by about $1 to just over $296, as analysts factor in steadier App Store growth, expectations that new MacBook Neo and iPhone refreshes can support revenue, and updated views on margins and future P/E multiples. Analyst Commentary Recent research around Apple clusters into two clear camps, with bullish analysts pointing to product breadth and services resilience, while bearish analysts focus on cost pressures, China exposure, and premium valuation.Aggiornamento narrativa • Apr 01
AAPL: Gemini AI Deal And Services Strength Will Balance Margin Pressures
Apple's analyst fair value estimate edges up from $216.94 to $231.03 as analysts weigh higher expected memory and input costs against resilient Services trends, early readthroughs from new lower priced hardware like MacBook Neo and iPhone 17e, and a slightly higher assumed forward P/E of about 30x. Analyst Commentary Recent Street research on Apple reflects a mix of optimism around new products and AI, balanced against practical concerns about costs, regional demand trends, and valuation.
Nuova narrativa • Mar 26
Buy now, I don't see this stock going much lower-too many improvements making quiet waves...
Well, folks, my experience is personal, as such my hope is that experience will help you decide if what I did yesterday with Apple (AAPL) is for you as well: Mine was something few believe, robocalls on this iphone, before that the landlines associated with it-but for the last 8 years, I have been the robocall king with over 28,000 calls-it ruined pretty much everything, as imagine if you had a phone, but could rarely use it because there was so much spam, it never allowed an open line-much less clients to call in-it was an impossible scenario, and then, very quietly, Apple just solved this for everyone with an Iphone-call screening. Now, after all of this interference, that problem is somewhat simply solved by Apple, I cannot stress enough how little this is up played so far.Aggiornamento narrativa • Mar 17
AAPL: AI Partnership And Services Engine Will Support Future Earnings Resilience
Apple's analyst fair value target edges up to $295.44 from $291.65, as analysts factor in slightly higher revenue growth expectations, a modestly richer future P/E multiple, and ongoing margin pressure from higher memory costs. Analyst Commentary Recent research on Apple clusters around two core themes: valuation support from new products and services, and concern about rising component costs and regional demand swings.Aggiornamento narrativa • Mar 03
AAPL: Gemini Agreement And AI Features Will Shape Next Upside Phase
Analysts have nudged their Apple price targets higher, with moves such as Barclays' increase to $248 and multiple firms lifting forecasts as they cite healthier App Store trends, planned iPhone portfolio refreshes, and growing confidence in Apple's AI roadmap supported by the Google Gemini partnership. Analyst Commentary Recent research updates show a cluster of supportive views around Apple that revolve around three main themes: services momentum, product refreshes, and the AI roadmap anchored by the Google Gemini agreement.Aggiornamento narrativa • Feb 17
AAPL: Gemini Partnership And AI Roadmap Will Drive Future Upside
Analysts have raised their Apple fair value estimate to $350 from about $283.66, citing Street research that characterizes the recent selloff as unwarranted and highlights a clearer AI roadmap supported by the Google Gemini partnership as well as ongoing checks on demand and margins. Analyst Commentary Recent research points to a generally constructive backdrop around Apple, with many bullish analysts emphasizing AI execution, the Google Gemini partnership, and supportive checks on demand and margins.Aggiornamento narrativa • Feb 03
AAPL: AI Partnership And Services Engine Will Support Measured Long-Term Risk Reward
The analyst price target for Apple nudged higher to around $292 from about $287 as analysts factor in firmer App Store trends and a series of recent target hikes tied to services strength and the Google Gemini partnership, while also trimming long term revenue growth and P/E assumptions, but slightly lifting profit margin expectations. Analyst Commentary Recent research on Apple has centered on two main themes: the pace of services growth, particularly in the App Store, and the implications of the Google Gemini partnership and rising memory costs for margins and valuation.
Aggiornamento narrativa • Jan 21
Maintaining FV - it's all coming true
Am maintaining my FV on this one. This video does a great job of explaining the many years of weak product innovation, which will be hard to recover from.Aggiornamento narrativa • Jan 20
AAPL: Gemini AI Spending Will Pressure Margins And Cap Share Upside
Analysts have inched their fair value estimate for Apple slightly lower to about $217 from $218, reflecting a marginally higher discount rate and modestly stronger assumptions for revenue growth, profit margins and future P/E, supported by recent research highlighting robust iPhone demand, an expanded AI roadmap through the Gemini partnership, and continued confidence in Apple Intelligence. Analyst Commentary Recent research on Apple has centered on two main themes: the long term potential of Apple Intelligence, especially through the Gemini partnership, and the durability of iPhone driven cash flows that support the current valuation.Aggiornamento narrativa • Jan 06
AAPL: AI Hardware Ambitions Will Strain Margins And Justify Only Limited Upside
Analysts have lifted their Apple fair value estimate from about $175 to roughly $218, as they factor in Street research that highlights stronger expected revenue growth, firmer profit margins, and ongoing interest in Apple's role across iPhone demand, custom silicon, and AI related opportunities. Analyst Commentary Recent Street research around Apple has tilted more constructive, with several firms lifting price targets and some moving to more positive ratings.Aggiornamento narrativa • Dec 14
AAPL: AI Roadmap And Devices Expansion Will Support Balanced Long-Term Risk Reward
Analysts have modestly raised their fair value estimate for Apple to approximately $287, up from about $282, as they factor in slightly faster revenue growth, resilient margins, and a higher forward earnings multiple supported by robust iPhone 17 demand, an emerging AI and devices roadmap, and a wave of recent price target hikes skewed toward Buy and Overweight ratings, despite some mixed near term iPhone data points. Analyst Commentary Bullish analysts remain broadly constructive on Apple, pointing to a healthier multiyear growth and monetization profile that they believe is not yet fully reflected in the share price.Aggiornamento narrativa • Nov 30
AAPL: Ongoing Product Pipeline And Ecosystem Expansion Will Balance Near-Term Competitive Risks
Apple's analyst price target has increased slightly to $281.75, with analysts citing steady revenue growth forecasts as well as ongoing confidence in the company's future product momentum and services expansion. Analyst Commentary Recent commentary from Wall Street reflects a mix of bullish anticipation and lingering caution surrounding Apple's trajectory.Aggiornamento narrativa • Nov 16
AAPL: Future Revenue Growth Will Depend On Sustained Demand And Ecosystem Expansion
Apple's fair value estimate has been raised from $275.21 to $281.07, as analysts cite stronger-than-expected iPhone demand, improved multi-year outlooks, and increased confidence in future revenue growth. This comes despite slight shifts in margins and discount rate assumptions.Aggiornamento narrativa • Nov 02
AAPL: Momentum in Product Cycle and Services Will Offset Regulatory Headwinds Going Forward
Apple's fair value estimate has been raised from $248.12 to $275.21. Analysts cite stronger revenue growth, an improved profit margin outlook, and robust price target increases driven by positive iPhone cycle momentum and an expanding services business.Aggiornamento narrativa • Oct 18
Emerging Markets And AI Integration Will Expand Global Reach
Apple's fair value estimate has increased slightly, rising from $246.23 to $248.12. Analysts point to modestly stronger revenue growth expectations and an improved profit margin outlook as factors supporting the higher price target.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$123b |
| Dec 27 2025 | n/a | n/a | US$118b |
| Sep 27 2025 | US$74m | US$3m | US$112b |
| Jun 28 2025 | n/a | n/a | US$99b |
| Mar 29 2025 | n/a | n/a | US$97b |
| Dec 28 2024 | n/a | n/a | US$96b |
| Sep 28 2024 | US$75m | US$3m | US$94b |
| Jun 29 2024 | n/a | n/a | US$102b |
| Mar 30 2024 | n/a | n/a | US$100b |
| Dec 30 2023 | n/a | n/a | US$101b |
| Sep 30 2023 | US$63m | US$3m | US$97b |
| Jul 01 2023 | n/a | n/a | US$95b |
| Apr 01 2023 | n/a | n/a | US$94b |
| Dec 31 2022 | n/a | n/a | US$95b |
| Sep 24 2022 | US$99m | US$3m | US$100b |
| Jun 25 2022 | n/a | n/a | US$100b |
| Mar 26 2022 | n/a | n/a | US$102b |
| Dec 25 2021 | n/a | n/a | US$101b |
| Sep 25 2021 | US$99m | US$3m | US$95b |
| Jun 26 2021 | n/a | n/a | US$87b |
| Mar 27 2021 | n/a | n/a | US$76b |
| Dec 26 2020 | n/a | n/a | US$64b |
| Sep 26 2020 | US$15m | US$3m | US$57b |
| Jun 27 2020 | n/a | n/a | US$58b |
| Mar 28 2020 | n/a | n/a | US$57b |
| Dec 28 2019 | n/a | n/a | US$58b |
| Sep 28 2019 | US$12m | US$3m | US$55b |
Compensazione vs Mercato: La retribuzione totale di Tim ($USD 74.29M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.63M ).
Compensazione vs guadagni: La retribuzione di Tim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Tim Cook (65 yo)
14.9yrs
Mandato
US$74,294,811
Compensazione
Mr. Timothy D. Cook, also known as Tim, has been the Chief Executive Officer of Apple Inc. since August 24, 2011. Mr. Cook served as the Chief Operating Officer of Apple Inc., from October 14, 2005 to Augu...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 14.9yrs | US$74.29m | 0.022% $ 1.1b | |
| Senior VP & CFO | 1.5yrs | US$22.47m | 0.000090% $ 4.4m | |
| Senior VP & Chief Operating Officer | 1yr | US$27.03m | 0.0075% $ 368.3m | |
| Senior Vice President of Retail & People | 1.8yrs | US$27.05m | 0.00093% $ 45.5m | |
| Senior VP of Government Affairs & Secretary | no data | US$27.03m | 0.0012% $ 58.2m | |
| Principal Accounting Officer | less than a year | Nessun dato | 0.00026% $ 12.7m | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP & General Counsel | less than a year | Nessun dato | 0.00028% $ 13.7m | |
| Vice President of Worldwide Communications | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Worldwide Marketing | 5.9yrs | Nessun dato | Nessun dato | |
| Vice President of Corporate Development | 7.5yrs | Nessun dato | Nessun dato | |
| VP of Worldwide Sales | 3.2yrs | Nessun dato | Nessun dato |
1.8yrs
Durata media
57.5yo
Età media
Gestione esperta: Il team dirigenziale di AAPL non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 14.9yrs | US$74.29m | 0.022% $ 1.1b | |
| Independent Non-Executive Chairman of the Board | 26.5yrs | US$557.23k | 0.026% $ 1.3b | |
| Independent Director | 18.5yrs | US$458.02k | 0.00053% $ 25.9m | |
| Independent Director | 15.7yrs | US$471.28k | 0.00075% $ 36.7m | |
| Independent Director | 5.5yrs | US$412.96k | 0.000070% $ 3.4m | |
| Independent Director | 4.7yrs | US$416.49k | 0.000050% $ 2.4m | |
| Independent Director | 12yrs | US$445.37k | 0.00048% $ 23.5m | |
| Independent Director | 2.4yrs | US$412.85k | 0.000020% $ 978.2k |
13.5yrs
Durata media
68.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di AAPL è composto da personale esperto e esperto (durata media dell'incarico 13.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/27 05:08 |
| Prezzo dell'azione a fine giornata | 2026/07/24 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/09/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Apple Inc. è coperta da 89 analisti. 42 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Amman Saeed | Accountability Research Corporation |
| Warren Lau | Aletheia Analyst Network Limited |
| Rocco Strauss | Arete Research Services LLP |