These 10 Stocks are Buzzing After Important Analyst Calls

4. Apple Inc (NASDAQ:AAPL)

Number of Hedge Fund Investors: 156

Kevin Simpson from Capital Wealth Planning recently said on CNBC that he is bullish on Apple and explained the reasons behind his positive outlook on the iPhone maker. Here is what he said:

“We love Apple Inc (NASDAQ:AAPL). I think that this and and probably for the next two launches are really a refresh. The good news on the Apple Inc (NASDAQ:AAPL) Pros and the margins there are impressive. The fact that the price increase has absolutely nothing to do with tariffs, wink wink, is great. We looked at this and said, “Okay, the stock has really rallied into the release. The earnings report was fantastic.”

Early indicators point to a strong consumer response to the latest iPhone 17. However, can this enthusiasm lift the stock in the long term, especially when the company is falling behind in the AI race?

Apple can only do so much in innovation to revolutionize its iPhone each year. A UBS survey shows that the iPhone upgrade cycle has reached 35 months in the US. A separate report from Consumer Intelligence Research Partners says about 63% of iPhone users keep their smartphones for more than two years. Apple is losing its pricing edge as it has to put a cap on its price tags to compete in key markets like China. Samsung, Xiaomi and other companies can launch advanced hardware and software features to compete with Apple and keep the company under pressure in Asia.

Macquarie Core Equity Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in its second quarter 2025 investor letter:

“Apple Inc. (NASDAQ:AAPL) declined in the quarter and meaningfully underperformed the S&P 500. The security contributed to relative performance due to our underweighting, approximately 50% lower than the benchmark weight. While Apple continues to have laudable attributes and strong repurchase intent, the company is failing to grow at historical rates given the maturation of many key products.”