AAPL
Apple Inc.
Current price
1 Year
Shared horizon
57% Bull2 Calls43% Bear
Bull72% confident
Services is the quiet compounder the tape ignores
ME@maravaluatesHardware is mature — fine. Services is a high-margin, recurring, still-growing annuity attached to 2B+ active devices. The install base is the moat; monetization is the runway.
Target: $265.00
See the full callBear55% confident
A hardware-cycle stock priced like a software one
DO@devinmacroChina share loss is real, the AI feature set has underwhelmed, and the multiple has expanded on buybacks rather than growth. Good company, demanding price.
Target: $190.00
See the full callWhere they disagree
Bull: Services growth is durable.
Bear: China is a persistent headwind.
Bull: Buybacks compound EPS.
Bear: AI rollout has lagged peers.
Bull: On-device AI extends the upgrade cycle.
Bear: Multiple expansion is doing the work.
What they agree on: Both sides agree the AI/compute demand story is real — they just disagree on valuation and how much is already priced in.