Retail investors are starting to show renewed interest in tech giant Apple (AAPL), according to new data from Vanda Research. On Tuesday, they bought a net $65.3 million worth of Apple stock, which was the strongest day of net buying since June 2025. Because of this, strategists say that retail money is rotating within big tech, with Apple becoming a new area of focus. At the same time, buying activity in other major tech names like Nvidia (NVDA), Microsoft (MSFT), and Meta (META) has slowed down, as some investors shift toward sectors like energy due to geopolitical tensions.
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Trade NVDA with leverageInterestingly, Apple’s stock performance has been somewhat uneven. Even though the company reported its best quarter ever in January, the stock has struggled to build momentum over the past month. Ongoing tensions between the U.S. and Iran, along with concerns about tariffs, have created uncertainty in the near term. As a result, Apple shares have been mostly flat over the past month and down around 5% so far this year. Still, investors may now be starting to look ahead to future catalysts.
One of the biggest potential drivers is Apple’s first foldable iPhone, which has reportedly entered early production at Foxconn and could launch in September 2026. The device is expected to feature a 5.5-inch outer screen and a 7.8-inch inner display. In addition, Apple is preparing a major AI upgrade to Siri, which is expected later in 2026. The company is also working with Google (GOOGL) to integrate Gemini into its ecosystem. Therefore, analysts believe that Apple could see a strong upgrade cycle.
Is Apple a Buy or Sell Right Now?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on AAPL stock based on 14 Buys, eight Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average AAPL price target of $304.40 per share implies 17.9% upside potential.
