Billionaire inventory investor Peter Thiel just lately made a noteworthy transaction, promoting Nvidia (NVDA) and Tesla (TSLA) shares to purchase Apple (AAPL) inventory. His hedge fund, Thiel Macro, shared its Q3 2025 holdings, which revealed the investor instructed his fund to promote a great deal of NVDA and TSLA inventory in favor of AAPL.
The report revealed that on the finish of Q2, Thiel held greater than 272,000 shares of Tesla and greater than 537,000 shares of Nvidia. On the finish of Q3, he owned 65,000 Tesla shares and 0 Nvidia shares. Though the report is just a few months previous, it reveals {that a} extremely profitable inventory investor is favoring the iPhone developer over a prime AI inventory and a prime car producer.
Apple (AAPL) inventory had a rocky 2025, with a powerful dip within the Spring as a consequence of US tariff threats. The inventory did roar again within the Fall due to a profitable launch of its newest iPhone lineup, AirPods and Apple Watch. Within the final yr, AAPL inventory is up over 10%, and a number of other analysts imagine that inexperienced streak will proceed in 2026.
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Apple (AAPL) 2026 Inventory Forecast
Certainly, quite a few inventory forecasts for AAPL inventory have been raised, with Morgan Stanley and Jeffries bringing the most recent upgrades. An knowledgeable analyst at Jeffries has signaled that Apple Inc. (AAPL) is about to outperform within the first quarter of 2026, elevating their forecast for AAPL inventory. Jefferies analyst Edison Lee raised the agency’s price target on Apple (AAPL) to $283.36 from $246.99. Nonetheless, the analyst did preserve a Maintain score on the shares, not blowing the horn simply but on score them a purchase.
As well as, Morgan Stanley analysts have additionally reiterated the Chubby score on Apple (AAPL) inventory and elevated the worth goal to $315 from $305. The funding financial institution hiked the worth goal to mirror a 32X anticipated fiscal 2027 earnings per share estimate of $9.83, up from the earlier forecast of $9.55.
These bullish forecasts for Apple shares, in addition to Peter Thiel’s current swoop of AAPL, paint a bullish image for the inventory within the opening months of 2026. At press time, AAPL is buying and selling close to the highest of its 52-week vary and above its 200-day easy shifting common.
