Skip to contentHome page Seeking Alpha - Power to InvestorsJan. 04, 2026 9:45 AM ETApple Inc. (AAPL) StockJuxtaposed Ideas15.1K FollowersComment(1)AAPL remains a Hold due to the pulled forward upside potential arising from the outsized iPhone 17-induced rally, with it building upon the anticipated iPhone Fold tailwinds.Foldables may add $14B–$33B in annual revenue through FY2029, but market penetration remains niche and growth is largely priced in.A similar trend has been observed in the headset segment, with AAPL and META having had to scale back production attributed to lower consumer demand.AAPL's balance sheet deterioration and relatively slower net income growth further constrain upside potential, worsened by the expensive FWD P/E of 32.96x and 3Y PEG of 3.05x.If near-term growth catalysts disappoint, the stock may also experience a painful double digits correction, similar to the three historical trading cycles since early 2021.AlexandrBognat/iStock via Getty ImagesI previously covered Apple Inc. (AAPL) in October 2025, discussing how the promising iPhone 17 pre-order reports and Hon Hai Precision's higher September 2025 revenues had hinted at the potentially outsized FQ4'25/FQ1'26 performance.Given theThis article was written byJuxtaposed Ideas15.1K FollowersI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comment(1)To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.