Veteran Investor Stays “Neutral” on Apple (AAPL) Stock Amid Tariff Challenges, High Valuation

From Yahoo Finance: 2025-05-06 10:42:00

Rob Sechan, of NewEdge Wealth, remains neutral on Apple Inc. (AAPL) stock due to tariffs and China issues, while citing low demand and unclear AI strategy. Stock valuation is high relative to growth. Positive attributes include strong balance sheet and shareholder-friendly management. Sechan believes negative sentiment makes AAPL attractive.

Sechan reduced his firm’s holdings of AAPL earlier this year. The investor points out negative catalysts like tariffs, China issues, lackluster demand, and unclear AI strategy. Despite these, AAPL has a strong balance sheet and shareholder-friendly management. Sechan believes negative sentiment makes AAPL attractive.



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