Apple Inc.

NasdaqGS:AAPL 株式レポート

時価総額:US$4.6t

Apple マネジメント

マネジメント 基準チェック /24

Appleの CEO はTim Cookで、 Aug2011年に任命され、 の在任期間は 14.92年です。 の年間総報酬は$ 74.29Mで、 4%給与と96%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.022%を直接所有しており、その価値は$ 1.03B 。経営陣と取締役会の平均在任期間はそれぞれ1.8年と13.5年です。

主要情報

Tim Cook

最高経営責任者

US$74.3m

報酬総額

CEO給与比率4.04%
CEO在任期間14.9yrs
CEOの所有権0.02%
経営陣の平均在職期間1.8yrs
取締役会の平均在任期間13.5yrs

経営陣の近況

Recent updates

Seeking Alpha 1h

Apple: AI Toll Booth Myth

Summary Apple trades at all-time highs despite lagging in AI strategy and facing significant cost pressures. AAPL's touted AI 'toll booth' thesis lacks evidence, as the company pays for AI models and struggles to directly monetize AI usage. Rising memory costs may force iPhone Pro prices up $270-300, risking sales declines and pressuring growth already forecast to slow. The stock commands a premium 36x forward P/E, the highest among mega-cap techs, without clear AI-driven growth or margin expansion catalysts. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 Oct 04

Emerging Markets And AI Integration Will Expand Global Reach

Apple's fair value estimate has risen by approximately $5.54 to $246.23. Analysts point to slightly improved revenue growth expectations, which offset concerns about margin pressure and a higher future earnings multiple.

CEO報酬分析

Apple の収益と比較して、Tim Cook の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 28 2026n/an/a

US$123b

Dec 27 2025n/an/a

US$118b

Sep 27 2025US$74mUS$3m

US$112b

Jun 28 2025n/an/a

US$99b

Mar 29 2025n/an/a

US$97b

Dec 28 2024n/an/a

US$96b

Sep 28 2024US$75mUS$3m

US$94b

Jun 29 2024n/an/a

US$102b

Mar 30 2024n/an/a

US$100b

Dec 30 2023n/an/a

US$101b

Sep 30 2023US$63mUS$3m

US$97b

Jul 01 2023n/an/a

US$95b

Apr 01 2023n/an/a

US$94b

Dec 31 2022n/an/a

US$95b

Sep 24 2022US$99mUS$3m

US$100b

Jun 25 2022n/an/a

US$100b

Mar 26 2022n/an/a

US$102b

Dec 25 2021n/an/a

US$101b

Sep 25 2021US$99mUS$3m

US$95b

Jun 26 2021n/an/a

US$87b

Mar 27 2021n/an/a

US$76b

Dec 26 2020n/an/a

US$64b

Sep 26 2020US$15mUS$3m

US$57b

Jun 27 2020n/an/a

US$58b

Mar 28 2020n/an/a

US$57b

Dec 28 2019n/an/a

US$58b

Sep 28 2019US$12mUS$3m

US$55b

報酬と市場: Timの 総報酬 ($USD 74.29M ) は、 US市場 ($USD 14.60M ) の同規模の企業の平均を上回っています。

報酬と収益: Timの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Tim Cook (65 yo)

14.9yrs
在職期間
US$74,294,811
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Timothy Cook
CEO & Director14.9yrsUS$74.29m0.022%
$ 1.0b
Kevan Parekh
Senior VP & CFO1.5yrsUS$22.47m0.000090%
$ 4.2m
Sabih Khan
Senior VP & Chief Operating Officer1yrUS$27.03m0.0075%
$ 348.7m
Deirdre O'Brien
Senior Vice President of Retail & People1.8yrsUS$27.05m0.00093%
$ 43.1m
Katherine Adams
Senior VP of Government Affairs & Secretaryno dataUS$27.03m0.0012%
$ 55.1m
Ben Borders
Principal Accounting Officerless than a yearデータなし0.00026%
$ 12.0m
Suhasini Chandramouli
Director of Investor Relationsno dataデータなしデータなし
Jennifer Newstead
Senior VP & General Counselless than a yearデータなし0.00028%
$ 13.0m
Kristin Quayle
Vice President of Worldwide Communicationsno dataデータなしデータなし
Greg Joswiak
Senior Vice President of Worldwide Marketing5.9yrsデータなしデータなし
Adrian Perica
Vice President of Corporate Development7.5yrsデータなしデータなし
Michael Fenger
VP of Worldwide Sales3.2yrsデータなしデータなし
1.8yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: AAPLの経営陣は 経験豊富 とはみなされません ( 1.8年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Timothy Cook
CEO & Director14.9yrsUS$74.29m0.022%
$ 1.0b
Arthur Levinson
Independent Non-Executive Chairman of the Board26.5yrsUS$557.23k0.026%
$ 1.2b
Andrea Jung
Independent Director18.5yrsUS$458.02k0.00053%
$ 24.5m
Ronald Sugar
Independent Director15.7yrsUS$471.28k0.00075%
$ 34.7m
Monica Lozano
Independent Director5.5yrsUS$412.96k0.000070%
$ 3.2m
Alex Gorsky
Independent Director4.7yrsUS$416.49k0.000050%
$ 2.3m
Susan Wagner
Independent Director12yrsUS$445.37k0.00048%
$ 22.2m
Wanda Austin
Independent Director2.4yrsUS$412.85k0.000020%
$ 926.2k
13.5yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: AAPLの 取締役会 は経験豊富で 経験豊富 です ( 13.5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/12 01:59
終値2026/07/10 00:00
収益2026/03/28
年間収益2025/09/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Apple Inc. 41 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。89

アナリスト機関
Amman SaeedAccountability Research Corporation
Warren LauAletheia Analyst Network Limited
Rocco StraussArete Research Services LLP