Billionaire stock investor Peter Thiel recently made a notable trade, selling shares of Nvidia (NVDA) and Tesla (TSLA) to buy shares of Apple (AAPL). His hedge fund, Teal Macro, shared its holdings for Q3 2025 and revealed that the investor had instructed the fund to sell large amounts of NVDA and TSLA shares for AAPL.
At the end of the second quarter, Thiel owned more than 272,000 Tesla shares and more than 537,000 Nvidia shares, according to the report. At the end of the third quarter, he owned 65,000 Tesla shares and zero Nvidia shares. The report, which is several months old, reveals that one highly successful stock investor favors iPhone developers over top AI stocks and top automakers.
Apple (AAPL) stock has had a rocky 2025, dropping sharply in the spring due to the threat of U.S. tariffs. The stock rose again in the fall after the successful launch of the latest iPhone lineup, AirPods, and Apple Watch. AAPL stock is up more than 10% in the last year, and several analysts believe the green streak will continue into 2026.
Apple (AAPL) 2026 stock price prediction
In fact, there have been a number of price forecast upgrades for AAPL stock, with Morgan Stanley and Jefferies providing the latest upgrades. Expert analysts at Jefferies have raised their expectations for Apple Inc. (AAPL) stock, suggesting it is expected to outperform in the first quarter of 2026. Jefferies analyst Edison Lee raised his price target on Apple (AAPL) from $246.99 to $283.36. However, the analyst has kept the stock’s rating at “hold” and has not decided to give it a “buy” rating at this time.
Additionally, Morgan Stanley analysts reiterated their overweight rating on Apple (AAPL) stock and raised their price target from $305 to $315. The investment bank raised its price target from its previous forecast of $9.55 to $9.83, which is 32 times its 2027 earnings per share forecast.
These bullish predictions for Apple stock, along with Peter Thiel’s recent raid on AAPL, paint a bullish picture for Apple stock in the early months of 2026. As of this writing, AAPL is trading. Near the top Out of 52 week range That’s all It is a simple moving average of 200 days.