Apple shares are roughly $350, near their all-time high and up about 29% so far in 2026, while Netflix trades near $62, about 54% below its June 2025 record close. Netflix looks cheaper on forward earnings, with a P/E around 17 versus about 37 for Apple based on analyst forecasts, but its revenue growth has slowed from 17.6% in Q4 2025 to 11.8% in its latest reported quarter, with guidance of 11.5% for Q4. Apple's management forecast fiscal Q4 revenue growth of just 9% to 11%, but its installed base tops 2.5 billion active devices and services made up about 42% of gross profit. The author sees most of Apple's AI payoff still ahead, through features users might pay for and new devices like HomeView, while the foldable iPhone Duo starting at $1,999 adds a pricier tier. The author judges Apple the more durable of the two despite its higher valuation, and says he would build a position gradually.
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AAPLvaluationNetflixartificial intelligence
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Related tickers and likely impact
AAPL
▲ Likely positiveApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/29/2026 | 348.94 |
| Change that session | +1.49% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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