Billionaire inventory investor Peter Thiel just lately made a notable commerce, promoting shares of Nvidia (NVDA) and Tesla (TSLA) to purchase shares of Apple (AAPL). His hedge fund, Teal Macro, shared its holdings for Q3 2025 and revealed that the investor had instructed the fund to promote giant quantities of NVDA and TSLA shares for AAPL.
On the finish of the second quarter, Thiel owned greater than 272,000 Tesla shares and greater than 537,000 Nvidia shares, in response to the report. On the finish of the third quarter, he owned 65,000 Tesla shares and 0 Nvidia shares. The report, which is a number of months previous, reveals that one extremely profitable inventory investor favors iPhone builders over prime AI shares and prime automakers.
Apple (AAPL) inventory has had a rocky 2025, dropping sharply within the spring because of the menace of U.S. tariffs. The inventory rose once more within the fall after the profitable launch of the newest iPhone lineup, AirPods, and Apple Watch. AAPL inventory is up greater than 10% within the final yr, and a number of other analysts imagine the inexperienced streak will proceed into 2026.
Apple (AAPL) 2026 inventory worth prediction
In reality, there have been a variety of worth forecast upgrades for AAPL inventory, with Morgan Stanley and Jefferies offering the newest upgrades. Skilled analysts at Jefferies have raised their expectations for Apple Inc. (AAPL) inventory, suggesting it’s anticipated to outperform within the first quarter of 2026. Jefferies analyst Edison Lee raised his worth goal on Apple (AAPL) from $246.99 to $283.36. Nonetheless, the analyst has stored the inventory’s score at “maintain” and has not determined to present it a “purchase” score at the moment.
Moreover, Morgan Stanley analysts reiterated their obese score on Apple (AAPL) inventory and raised their worth goal from $305 to $315. The funding financial institution raised its worth goal from its earlier forecast of $9.55 to $9.83, which is 32 occasions its 2027 earnings per share forecast.
These bullish predictions for Apple inventory, together with Peter Thiel’s latest raid on AAPL, paint a bullish image for Apple inventory within the early months of 2026. As of this writing, AAPL is buying and selling. Close to the highest Out of 52 week vary That is all It’s a easy shifting common of 200 days.
