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Apple’s Earnings Make $300 Look Like a Matter of When, Not IfSubmitted by Sam Quirke. Originally Published: 5/1/2026. 
Key Points
- Apple delivered another strong quarter, with record Services revenue and a solid earnings and guidance beat.
- A $100B buyback and dividend increase underline management’s confidence in the business.
- With bullish price targets pointing to $350, the path back to $300 is becoming increasingly clear.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Shares of Apple Inc (NASDAQ: AAPL) moved higher in Thursday’s after-hours session following its fiscal Q2 earnings report, putting the stock on track for a potential move back toward last December’s highs. Apple has delivered strong quarters before, but this one feels different. Not because it was wildly unexpected—Apple has one of the better track records on Wall Street when it comes to beating expectations. Rather, this report reinforced a growing sense that the stock has plenty of room to run. At around $270, Apple is still trading well below where many analysts believe it should be, and this latest report helps explain what has been weighing on the stock and why that may be about to change. A Record Quarter That Reinforces the Bull Case
Right off the bat, there was a lot to like in Apple’s report. The company beat expectations on both revenue and earnings while delivering what it described as its best March quarter ever. That kind of performance at Apple’s scale is not easy to achieve and speaks to the strength of its underlying business. Its iPhone segment once again did much of the heavy lifting, with revenue holding up well despite a challenging macro backdrop. At the same time, Services continued to shine, hitting another all-time high and reinforcing its role as one of the most important drivers of Apple’s long-term growth. This is the key point. Apple isn’t relying on single-product cycles or one-off tailwinds, as it has at times in the past. Like Amazon.com Inc (NASDAQ: AMZN), it’s now generating consistent growth across multiple areas of its ecosystem, and doing so with a level of predictability that few companies can match. All things considered, this was a textbook Apple quarter, further strengthening the argument that the company remains one of the highest-quality businesses in the market. Management Is Signaling Confidence Loud and ClearFor investors still unsure whether this is a stock worth owning, there were reasons to be impressed beyond the results alone. For example, Apple’s management announced a fresh $100 billion share buyback while also boosting its dividend, continuing a long-standing track record of returning capital to shareholders. While these kinds of updates aren’t exactly new, the scale and consistency of the moves are what matter. They reflect a level of confidence in the company’s cash flow generation and future outlook that is difficult to ignore. And given that, before the report, the stock was trading at roughly the same levels it was last October, it’s easy to see how undervalued it could be. Strong Guidance Adds to the MomentumLooking ahead, Apple’s guidance provided another reason for optimism. Not only did the company report solid growth last quarter, but it is also expecting healthy revenue growth in the coming quarters, with projections comfortably ahead of what many investors had been anticipating. Overall, demand remains healthy, the ecosystem continues to perform, and there is no immediate sign of a slowdown that would derail the story. At the same time, additional tailwinds are starting to take shape in Apple’s favor. Excitement around new product cycles and broader leadership developments, not least the well-received news that John Ternus is replacing Tim Cook as CEO, are helping to support sentiment and adding another layer of potential upside to the stock. Apple has reminded investors exactly why it deserves to command such a premium. It combines scale, profitability, and consistency in a way that few others can match. Put it all together, and the outlook looks quite rosy. Apple isn’t just delivering strong results; it is setting itself up for what could be a bumper year. The Upside Potential Is RealAs for how good it could get, recent price action suggests there may be upside left on the table. Sure, the stock had gained around 6% in the month before earnings, but it's important to remember that return lagged the S&P 500 over the same period. Maybe investors were waiting to see how this report landed before going all-in, but don’t be surprised if the stock moves quickly into catch-up mode. This is supported by the fact that the broader market is in full risk-on mode, with the S&P 500 posting its best April since 2020. And given that the likes of Wedbush have recently set a $350 price target for Apple, a return to $300 in the coming weeks should be quite achievable. |
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