Apple stock gains after record Q3 figures and strong analyst support
Published on 09/13/2026 at 14:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Apple Inc. (ISIN US0378331005) stock is trading close to analysts' consensus price target after a strong recent move, with shares ending the September 12, 2026 session at USD 332.48 on Nasdaq following a 1.81% gain versus the prior close, according to Zacks.
Record June quarter underpins Apple stock
Apple's latest reported figures come from its fiscal third quarter of 2026, covering the April to June 2026 period, when the company delivered what it called a record June quarter with revenue of USD 109.4 billion, up 16 percent year over year compared with USD 94 billion in the same quarter of 2025, as detailed by The Mac Observer citing Apple's July 30, 2026 earnings release.
In the same Q3 FY2026 report, Apple posted a gross margin of 50.1 percent and diluted earnings per share of USD 2.02, with EPS up 29 percent year over year from USD 1.57, according to the figures summarized by The Mac Observer.
The Q3 FY2026 strength was broad-based: Apple reported June-quarter records for iPhone, Mac and Services and double-digit revenue growth in every geographic segment, reinforcing the fundamental backdrop for Apple stock as investors look ahead to the September quarter and the next product cycle, according to The Mac Observer.
Tariff refunds and guidance shape the outlook
Apple's Q3 FY2026 margin and earnings were boosted by a one-off factor, with tariff refunds adding roughly 2 percentage points to gross margin and USD 0.11 to diluted EPS for the quarter, meaning that absent this benefit, gross margin would have been closer to 48 percent and diluted EPS around USD 1.91, according to an analysis of the July 30, 2026 earnings release by The Mac Observer.
Looking ahead, Apple management has guided for total company revenue to grow between 9 percent and 11 percent year over year in the fiscal fourth quarter ending in September 2026, which at the midpoint implies around USD 113 billion in revenue and falls short of the roughly USD 114.9 billion consensus projection from Wall Street analysts, a more cautious tone that triggered a negative immediate reaction in after-hours trading when the guidance was first discussed, as reported by Stocktwits News.
The same report notes that Apple shares fell about 7 percent in after-hours trading immediately after the guidance disappointed some investors, even though the company had just beaten expectations for the June quarter with revenue of USD 109.4 billion and EPS of USD 2.02 versus consensus estimates of USD 109.0 billion and USD 1.89 respectively, according to Stocktwits News.
Analyst consensus remains supportive
Despite the more moderate revenue guidance for the September quarter, analyst sentiment toward Apple stock remains broadly positive, with one recent overview indicating that 25 analysts rate the shares as Buy, 14 as Hold and 5 as Sell, resulting in an overall Buy rating, and an average 12 month price target of USD 325.66 with a high estimate of USD 400 and a low estimate of USD 215, according to Investing.com.
Another recent aggregation of brokerage views shows that data from MarketBeat points to a consensus rating of Moderate Buy and a consensus price target of USD 334.91 for Apple stock, with individual firms such as Moffett Nathanson, DA Davidson and Morgan Stanley assigning neutral or overweight ratings and price objectives ranging from USD 270.00 to USD 360.00, as described by MarketBeat.
Additional analyst data compiled over the last six months indicate a median target of USD 350.00 and specific recent price targets such as USD 365.00 from Evercore ISI, USD 380.00 from BofA Securities and USD 360.00 from Morgan Stanley, highlighting that a number of major houses still see upside from current levels, according to a summary of Apple price targets by Quiver Quantitative.
Valuation and recent price action
As of September 13, 2026, one valuation-focused overview places Apple stock's market price at USD 332.27, describing this as roughly 39 percent above a blended discounted cash flow based fair value estimate of USD 201.99 per share, suggesting that the market currently prices the shares significantly above that intrinsic value model, according to TickerWorth, which notes that the delayed quote used in its analysis was as of September 13, 2026, 08:45 UTC.
Short term price data corroborate that Apple stock has been moving higher in recent sessions: Apple closed at USD 332.48 on September 12, 2026 and gained 1.81 percent on the day, outperforming the broader market and pushing the shares very close to the USD 334.91 consensus price target cited by MarketBeat and modestly above the USD 325.66 average 12 month target reported by Investing.com, according to Zacks, MarketBeat and Investing.com.
Apple stock price and key data
Apple stock most recently closed at USD 332.48 on Nasdaq on September 12, 2026, representing a 1.81 percent increase on the day compared with the prior close, with the shares also quoted around USD 332.27 in delayed pricing data dated September 13, 2026, according to overviews from Zacks, Investing.com and TickerWorth.
Apple stock key facts
- Company: Apple Inc.
- ISIN: US0378331005
- Ticker: AAPL
- Trading venue: Nasdaq
- Price (as of September 12, 2026): 332.48 USD
- Market capitalization: [value] USD (as of September 12, 2026)
- Sector / Industry: Information Technology / Consumer Electronics
- Index membership: S&P 500
