AAPL
Apple Inc.
September 10, 2026 · market open
- Rarity
- 1.17
- Peak move
- +3.54%
- Float cap
- $4.66T
Apple designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells related services including advertising, AppleCare, cloud services, digital content, payment services and the App Store. It sells to consumers, small and mid-sized businesses, education, enterprise and government customers, mainly through its own retail and online stores and direct sales force, plus indirect channels such as cellular carriers and other resellers.
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What we found
28 events · 0 from SEC or newswire · 1 timed with the move- Timed with the move
analyst_ratingTD Cowen reiterated its Buy rating on Apple with a $400 price target in a Sept 10 research note.
analyst_ratingRosenblatt analyst Barton Crockett maintained a Neutral rating and $303 price target on Apple, saying light-touch pricing could weigh on gross margins as memory costs climb; TD Cowen kept Buy with a $400 target.
- Key event
commodity_eventTrendForce estimated memory content in the 256GB iPhone 18 Pro cost nearly 400% more year-on-year in Q3 2026, with memory reaching about 34% of the bill of materials as AI datacentre demand squeezes DRAM supply.
insider_saleApple SVP Jennifer Newstead sold 1,439 shares on September 1 at an average price of $317.01 for $456,177, reducing her position 3.87% to 35,790 shares.
institutional_flowNew Republic Capital LLC increased its Apple stake by 349.5% in the second quarter, buying 147,369 additional shares to reach 189,533 shares worth about $54.8 million.
peer_disclosureChinese supplier Lingyi iTech confirmed it supplies hinge precision parts, screen support plates and ultra-thin vapour chambers for Apple's foldable iPhone Duo.
analyst_ratingBofA Securities analyst Wamsi Mohan cut his Apple price target to $370 from $380 while keeping a Buy rating on Sept 10, raising iPhone unit forecasts and cutting his FY2027 EPS estimate to $9.46 from $9.92.
notable_investor_commentFuture Fund managing partner Gary Black said Apple's $1,999 iPhone Duo will become a must-have product and usher in an upgrade cycle.
product_launchApple launched the iPhone 18 Pro and Pro Max at its September 9, 2026 event, adding A20 Pro 2-nanometer chips, a variable mechanical aperture camera, 24-hour battery life and new colors.
analyst_ratingUBS reiterated a Neutral rating and $296 price target on Apple after its product event, noting the $100 Pro/Pro Max price increase does not fully offset higher memory costs.
peer_disclosureTSMC's August 2026 revenue rose 53% year on year to about $16 billion, helped by new chips including Apple's 2nm A20 Pro.
- Key event
product_launchAt its Sept. 9, 2026 'Surprise and Shine' event, Apple unveiled its first foldable iPhone, the Duo, starting at $1,999, alongside the iPhone 18 Pro and Pro Max, Apple Watch Series 12 and Ultra 4, and AirPods 5; the first launch under new CEO John Ternus.
- Key event
pricing_changeApple raised iPhone 18 Pro and Pro Max prices by $100 each to $1,199 and $1,299 versus the iPhone 17 equivalents at its Sept. 9, 2026 event, citing rising memory and component costs.
peer_disclosureKioxia CEO Hiroo Ota said on September 9 that NAND flash prices have risen 'enough' and told his sales team to stop pushing large further increases in datacentre negotiations, with Apple accounting for roughly 20% of Kioxia's revenue.
peer_disclosureRivals Huawei and Xiaomi launched foldables days before Apple's event, with Huawei's tri-fold Mate XT2 and Xiaomi's 18 Fold.
policy_changeUK Culture Secretary Lisa Nandy said the government will bring forward regulations requiring technology companies including Apple to stop minors capturing, sharing or viewing explicit images on smartphones and tablets, with no timeline given.
analyst_ratingEvercore ISI maintained an Outperform rating and $365 price target on Apple following its product event unveiling the $1,999 foldable iPhone Duo and iPhone 18 Pro/Pro Max.
acquisition_acquirerApple acquired Sonera Magnetics, a Berkeley, California-based developer of non-invasive magnetic sensors that read neural and muscle activity, in May 2026, with terms undisclosed.
pricing_changeApple raised prices for its Apple TV and Apple One subscription services ahead of the September 9, 2026 product event.
demand_signalCyberMedia Research preliminarily estimated Apple's iPhone shipments in India for the September-November 2026 launch quarter will be about 40% above its 2026 average quarterly shipments, with the foldable iPhone Fold seen taking around 24% of India's foldable market.
commodity_eventSamsung is pushing to raise mobile DRAM and NAND prices to Apple by 7-10% in post-Q4 contract renegotiations.
major_contractApple reportedly secured NAND flash supply via a three-to-five-year long-term agreement, potentially without a price cap, with Kioxia reported as the likely counterparty.
executive_appointmentJohn Ternus became Apple's eighth chief executive on September 1, 2026, succeeding Tim Cook, who became executive chairman; Ternus led his first product keynote on September 9.
analyst_ratingBank of America analyst Wamsi Mohan maintained a Buy rating and $380 price target on Apple the day before its Sept. 9 event, expecting a $2,099 foldable iPhone and $150-$200 iPhone 18 Pro price increases.
analyst_ratingHSBC reiterated a Buy rating on Apple with a $366 price target, with analyst Nicolas Cote-Colisson citing expected $100-plus iPhone price increases driven by rising memory costs.
demand_signalFoxconn said its third quarter will be stronger than expected, a read-through for Apple's smartphone supply chain ahead of the September 9 iPhone 18 Pro and foldable launch.
commodity_eventMemory suppliers for the foldable iPhone were disclosed as Samsung Electronics (37%), SK Hynix (33%) and Micron (30%) for 12GB LPDDR5.
analyst_ratingNeedham analyst Laura Martin reiterated a Hold rating on Apple with no price-target change, calling Apple a relative safe haven for AI skeptics.