INDICATOR COMPONENTS
The InsiderStreet Score combines six investment factors: Earnings Quality, Financial Quality, Relative Valuation, Risk/Safety, Price Momentum, and Insider/Smart-Money Trading. Scored 1–10, ranked vs sector peers. Weights: Quality 35%, Value 30%, Momentum 12%, with 22% weight on InsiderStreet's proprietary Insider/Smart-Money factor — the data layer that distinguishes us from generic equity research.
OPTIMIZED SCORE
The Optimized Score uses backtested factor weightings derived from historical return attribution. For large/mid cap stocks, Financial Quality and Earnings provide the most explanatory power. For small/micro cap, Insider Trading and Momentum dominate. Companies with Optimized Score ≥ 7 have historically outperformed over 12 months.
PEER ANALYSIS
Currency in USD
| Score | Ticker | Price |
1-Mo | 3-Mo | 1-Yr |
Mkt Cap | Trail PE |
Net Mgn | Edge |
Piotroski | Alpha Radar |
| 7 |
AAPL |
$308.82 |
+11.7% |
+15.3% |
+47.7% |
$4.54T |
37.1 |
27.2% |
81.4 |
9 |
2 |
| 5 |
SONY |
$22.14 |
+8.2% |
+2.8% |
-12.5% |
$130.8B |
-- |
-2.6% |
-- |
5 |
2 |
| 5 |
NXT |
$130.50 |
+4.2% |
+1.4% |
+105.2% |
$19.4B |
-- |
16.5% |
36.8 |
5 |
1 |
| 5 |
LPL |
$5.05 |
-7.5% |
+4.4% |
+63.0% |
$5.0B |
-- |
-0.3% |
-- |
5 |
1 |
| 7 |
SONO |
$15.51 |
+0.1% |
-4.5% |
+40.5% |
$1.8B |
-- |
1.6% |
51.2 |
7 |
0 |
| 4 |
KOPN |
$5.14 |
+51.1% |
+111.8% |
+251.4% |
$0.9B |
-- |
4.9% |
39.4 |
4 |
1 |
| 2 |
VUZI |
$5.14 |
+86.5% |
+70.3% |
+91.8% |
$0.4B |
-- |
-504.1% |
47.7 |
2 |
2 |
| 7 |
TBCH |
$12.39 |
-3.4% |
-6.5% |
-5.4% |
$0.2B |
-- |
0.4% |
61.5 |
7 |
0 |
| 1 |
GPRO |
$1.00 |
-24.1% |
+25.5% |
+62.9% |
$0.2B |
-- |
-20.7% |
46.2 |
1 |
-2 |
PEER COMPANIES
| SONY | Sony Group Corporation |
NXT | Nextpower Inc. |
| LPL | LG Display Co., Ltd. |
SONO | Sonos, Inc. |
| KOPN | Kopin Corporation |
VUZI | Vuzix Corporation |
| TBCH | Turtle Beach Corporation |
GPRO | GoPro, Inc. |
| ZEPP | Zepp Health Corporation |
EARNINGS PER SHARE
Quarterly EPS: Actual vs Estimated
Annual Summary (5Y)
| Year | Revenue | Net Income | EPS |
|---|
| 2025 |
$416.2B |
$112.0B |
$7.46 |
| 2024 |
$391.0B |
$93.7B |
$6.08 |
| 2023 |
$383.3B |
$97.0B |
$6.13 |
| 2022 |
$394.3B |
$99.8B |
$6.11 |
| 2021 |
$365.8B |
$94.7B |
$5.61 |
ANALYST RECOMMENDATIONS
I/B/E/S Mean: Buy (110 Analysts)
EARNINGS SURPRISES (Last 6)
| Type | Date | Actual | Est | Δ |
|---|
| Positive |
2026-04-30 00:00:00 |
$2.01 |
$1.95 |
+3.1% |
| Positive |
2026-01-29 00:00:00 |
$2.85 |
$2.67 |
+6.7% |
| Positive |
2025-10-30 00:00:00 |
$1.85 |
$1.78 |
+3.9% |
| Positive |
2025-07-31 00:00:00 |
$1.57 |
$1.44 |
+9.0% |
| In-Line |
2025-05-01 00:00:00 |
$1.65 |
$1.63 |
+1.2% |
| In-Line |
2025-01-30 00:00:00 |
$2.40 |
$2.36 |
+1.7% |
ANNUAL REVENUE & NET INCOME
Trailing revenue trajectory and operating leverage. Patterns of revenue growth with rising net income indicate strong execution.
| Latest Revenue (FY) | $416.2B |
| Revenue Growth YoY | +6.4% |
| Revenue CAGR (4Y) | +3.3% |
| EPS Growth YoY | +22.7% |
NEGATIVE OUTLOOK: AAPL trades far above InsiderStreet fair value, reflecting a weak relative valuation.
Current Valuation Multiples
Price / Earnings (P/E)37.08
Trailing 12 months
Price / Sales (P/S)10.19
EV/Sales proxy
EV / EBITDA28.68
Trailing 12 months
EV / FCF35.60
Cash flow multiple
Enterprise Value$4598.0B
EV TTM
Fair Value & Yield
Earnings Yield2.7%
Inverse of P/E
Conservative FV (EPS)$74.93
+312% to price
Base-Case FV (Growth)$174.95
Growth model
Optimistic FV$218.68
Bull case
InsiderStreet Value Score1.0/10
Percentile vs sector
PEER VALUATION
| Ticker | P/E | Net Mgn | Mkt Cap | Edge |
|---|
| AAPL |
37.1 |
27.2% |
$4.54T |
81.4 |
| SONY |
-- |
-2.6% |
$130.8B |
-- |
| NXT |
-- |
16.5% |
$19.4B |
36.8 |
| LPL |
-- |
-0.3% |
$5.0B |
-- |
| SONO |
-- |
1.6% |
$1.8B |
51.2 |
| KOPN |
-- |
4.9% |
$0.9B |
39.4 |
| VUZI |
-- |
-504.1% |
$0.4B |
47.7 |
| TBCH |
-- |
0.4% |
$0.2B |
61.5 |
HIGHLIGHTS
- – Edge Score is 1.0/10, indicating the lowest relative valuation rating.
- – Current price of $308.82 exceeds InsiderStreet’s fair‑value estimate of $174.95.
- – PE ratio stands at 37.08, signaling a high price relative to earnings.
VALUATION HISTORY
NEGATIVE OUTLOOK: Current P/E of 37.08 signals overvaluation.
5-Year history of valuation multiples by quarter. Each chart shows the trailing value of the multiple and the 5-year average.
PRICE TO EARNINGS
Close price ÷ TTM EPS.
Current: 37.1 · 5Y Avg: 29.4
PRICE TO SALES
Close price ÷ revenue per share.
Current: 8.1 · 5Y Avg: 7.5
PRICE TO BOOK
Close price ÷ book value per share.
Current: 49.8 · 5Y Avg: 48.7
PEG RATIO
P/E ÷ EPS growth rate.
Current: 2.56 · 5Y Avg: 5.45
EV / EBITDA
Enterprise value ÷ EBITDA.
Current: 23.3 · 5Y Avg: 22.5
EV / FCF (TTM)
Enterprise value ÷ free cash flow.
35.6
EV / FCF (TTM)
FCF Yield: 2.8%
POSITIVE OUTLOOK: Strong financial health and robust returns support a favorable risk profile.
Volatility & Beta
52W High Distance-0.8%
vs 52W high
52W Low Distance+60.0%
vs 52W low
ATR (14)$5.95
Average True Range
Financial Safety
Altman Z-Score12.89
Safe Zone
Piotroski F-Score9/9
Quality screen
Current Ratio1.07
Liquidity
Debt-to-Equity1.52
Leverage
PEER RISK COMPARISON
| Ticker | 1W Ret | 1M Ret | 3M Ret | 1Y Ret | Piotroski | Mkt Cap |
|---|
| AAPL |
+2.3% |
+11.7% |
+15.3% |
+47.7% |
9 |
$4.54T |
| SONY |
-- |
+8.2% |
+2.8% |
-12.5% |
5 |
$130.8B |
| NXT |
-- |
+4.2% |
+1.4% |
+105.2% |
5 |
$19.4B |
| LPL |
-- |
-7.5% |
+4.4% |
+63.0% |
5 |
$5.0B |
| SONO |
-- |
+0.1% |
-4.5% |
+40.5% |
7 |
$1.8B |
| KOPN |
-- |
+51.1% |
+111.8% |
+251.4% |
4 |
$0.9B |
| VUZI |
-- |
+86.5% |
+70.3% |
+91.8% |
2 |
$0.4B |
| TBCH |
-- |
-3.4% |
-6.5% |
-5.4% |
7 |
$0.2B |
HIGHLIGHTS
- – Altman Z‑score of 12.89 signals very low bankruptcy risk.
- – Piotroski F‑score of 9 places Apple in the top tier of financial strength.
- – 1‑year total return of 47.74% demonstrates exceptional market performance.
- – Beta of 1.065 indicates modest volatility relative to the broader market.
PRICE MOMENTUM & EQUITY WEATHER
NEUTRAL OUTLOOK: Momentum sits at a mid‑range 5.5, suggesting neither strong upside nor downside pressure.
Equity Weather (composite)
Partly Cloudy
Score: 35/100
Alpha Radar Opinion
Opinion 2/100
As of 2026-05-22 00:00:00
SCREENS HIT
golden_cross
overbought_rsi
near_52w_high
strong_uptrend
high_conviction_buy
momentum_leaders
SEASONALITY — Monthly Avg Return (12 months)
| Month | Avg Return | Median | Win Rate | N |
|---|
| January |
-1.8% |
-0.7% |
4500% |
20 |
| February |
+1.2% |
+1.1% |
5500% |
20 |
| March |
+3.1% |
+2.8% |
5714% |
21 |
| April |
+3.8% |
+2.6% |
7000% |
20 |
| May |
+2.3% |
+3.8% |
6500% |
20 |
| June |
+0.4% |
-0.5% |
5000% |
20 |
| July |
+6.2% |
+4.7% |
8500% |
20 |
| August |
+4.2% |
+3.6% |
7500% |
20 |
| September |
-0.5% |
-0.6% |
4500% |
20 |
| October |
+4.5% |
+6.2% |
7000% |
20 |
| November |
+2.2% |
+3.5% |
6000% |
20 |
| December |
-0.1% |
+1.2% |
5500% |
20 |
HIGHLIGHTS
- – Momentum Score is 5.5, placing the Edge Score in a neutral band.
- – 1‑year total return is 47.74%, reflecting robust upside over the past 12 months.
- – The stock hit a golden‑cross screen and is near its 52‑week high, indicating technical strength.
INSIDER TRADING (FORM 4 & FORM 144)
NEUTRAL OUTLOOK: Insider activity shows a net tilt toward sales, with 36 sells versus 13 buys in the past 90 days.
Last 90 Days — Summary
Total Form 4 Transactions50
Recent Form 4 Transactions (Top 10 by Date)
| Date | Insider | Role | Type | A/D | Shares | Price |
|---|
| 2026-05-08 |
Borders Ben |
officer: Principal |
S-Sale |
SELL |
1,274 |
$290.00 |
| 2026-05-06 |
LEVINSON ARTHUR D |
director |
S-Sale |
SELL |
149,527 |
$284.57 |
| 2026-05-06 |
LEVINSON ARTHUR D |
director |
S-Sale |
SELL |
100,473 |
$285.04 |
| 2026-05-06 |
LEVINSON ARTHUR D |
director |
G-Gift |
SELL |
5,000 |
$0.00 |
| 2026-04-23 |
Parekh Kevan |
officer: Senior Vi |
S-Sale |
SELL |
1,534 |
$275.00 |
| 2026-04-15 |
Borders Ben |
officer: Principal |
M-Exem |
BUY |
1,717 |
$0.00 |
| 2026-04-15 |
Borders Ben |
officer: Principal |
F-InKi |
SELL |
892 |
$266.43 |
| 2026-04-15 |
Borders Ben |
officer: Principal |
M-Exem |
SELL |
331 |
$0.00 |
| 2026-04-15 |
Borders Ben |
officer: Principal |
M-Exem |
SELL |
371 |
$0.00 |
| 2026-04-15 |
Borders Ben |
officer: Principal |
M-Exem |
SELL |
475 |
$0.00 |
FORM 144 — Planned Sales (Forward-Looking Signal)
| Filing Date | Filer | Security | Shares to Sell | Estimated Proceeds |
|---|
| 2026-05-06 |
LEVINSON ARTHUR D |
Common |
250,000 |
$71.19M |
| 2026-05-05 |
KATHERINE L ADAMS |
Common |
43,000 |
$12.04M |
| 2026-04-23 |
KEVAN PAREKH |
Common |
1,534 |
$0.42M |
| 2026-04-02 |
O'BRIEN DEIRDRE |
Common |
30,002 |
$7.66M |
| 2026-04-02 |
COOK TIMOTHY D |
Common Stock |
64,949 |
$16.51M |
HIGHLIGHTS
- – 36 insider sales versus 13 insider purchases over the last 90 days.
- – 13 distinct insiders executed $
POLITICAL TRADING (HOUSE + SENATE)
POSITIVE OUTLOOK: Positive political trading sentiment as House members net more buys than sells.
RECENT HOUSE TRADES
| Date | Member | Office | Type | Amount |
|---|
| 2026-04-15 |
John McGuire |
John McGuire |
Purchase |
$1,001 - $15,000 |
| 2026-04-08 |
Lizzie Fletcher |
Lizzie Fletcher |
Sale |
$1,001 - $15,000 |
| 2026-03-16 |
Mark Alford |
Mark Alford |
Sale |
$1,001 - $15,000 |
| 2026-03-06 |
Ro Khanna |
Ro Khanna |
Sale |
$1,001 - $15,000 |
| 2026-02-26 |
David Taylor |
David Taylor |
Sale |
$1,001 - $15,000 |
| 2026-02-18 |
Thomas Suozzi |
Thomas Suozzi |
Sale |
$15,001 - $50,000 |
| 2026-02-12 |
Ed Case |
Ed Case |
Purchase |
$1,001 - $15,000 |
| 2026-02-12 |
Cleo Fields |
Cleo Fields |
Purchase |
$1,001 - $15,000 |
RECENT SENATE TRADES
| Date | Member | Office | Type | Amount |
|---|
| 2026-04-17 |
Shelley Moore Capito |
Shelley Moore Capito |
Sale |
$1,001 - $15,000 |
| 2026-03-20 |
Mark Warner |
Mark Warner |
Purchase |
$1,001 - $15,000 |
| 2026-01-15 |
John Boozman |
John Boozman |
Purchase |
$1,001 - $15,000 |
| 2026-01-15 |
John Boozman |
John Boozman |
Purchase |
$1,001 - $15,000 |
| 2025-12-29 |
Markwayne Mullin |
Markwayne Mullin |
Purchase |
$100,001 - $250,000 |
| 2025-12-29 |
Markwayne Mullin |
Markwayne Mullin |
Purchase |
$100,001 - $250,000 |
| 2025-12-17 |
Tommy Tuberville |
Tommy Tuberville |
Sale |
$50,001 - $100,000 |
| 2025-12-17 |
Tommy Tuberville |
Tommy Tuberville |
Sale (Full) |
$50,001 - $100,000 |
HIGHLIGHTS
- – House members placed 64 trades on AAPL, with 41 buys versus 23 sells, showing a net buy bias.
- – Senate members placed
INSTITUTIONAL OWNERSHIP (13F)
NEUTRAL OUTLOOK:
As of 2026-Q1
Latest Complete Quarter
Total 13F Filers Holding5690
Total Notional Invested$2334.9B
13F-Reported Shares9,533,591,909
Q-o-Q Changes (Position Counts)
TOP 10 INSTITUTIONAL HOLDERS
| Investor | Shares | Market Value | Δ Shares |
|---|
| VANGUARD GROUP INC |
1,426,283,914 |
$387749.5M |
+26,856,752 |
| VANGUARD GROUP INC |
1,399,427,162 |
$356336.1M |
-16,505,642 |
| BlackRock, Inc. |
1,154,665,731 |
$313907.4M |
+8,333,457 |
| BlackRock, Inc. |
1,146,332,274 |
$291890.6M |
-2,506,716 |
| STATE STREET CORP |
604,056,505 |
$164218.8M |
+6,555,392 |
| STATE STREET CORP |
597,501,113 |
$152141.7M |
-3,748,882 |
| JPMORGAN CHASE & CO |
473,311,062 |
$120520.1M |
+258,704,663 |
| GEODE CAPITAL MANAGEMENT, LLC |
358,032,517 |
$97031.6M |
+1,866,103 |
| GEODE CAPITAL MANAGEMENT, LLC |
356,166,414 |
$90374.2M |
+1,416,620 |
| FMR LLC |
307,397,264 |
$83569.0M |
+4,143,183 |
HIGHLIGHTS
ETF FLOWS · DARK POOL · SHORT INTEREST
NEUTRAL OUTLOOK: Net ETF accumulation of 2,230 alongside modest short interest of 0.48% suggests balanced buying pressure.
Short Interest — 30 Days
Avg Daily Short Vol2,059,155
Avg Total Daily Vol4,833,143
HIGHLIGHTS
- – Net ETF accumulation stands at +2,230, indicating fresh inflows.
- – 6,149 ETFs are increasing positions versus 3,919 decreasing, showing a net positive tilt.
- – Short interest averages 0.48% of float, reflecting limited bearish sentiment.
ALPHA RADAR — TECHNICAL DEEP DIVE
NEUTRAL OUTLOOK:
Oscillators & Momentum
TSI (True Strength Index)46.66
PIVOT POINTS (Classic Daily)
SCREENS CURRENTLY TRIGGERED (6)
golden_cross
overbought_rsi
near_52w_high
strong_uptrend
high_conviction_buy
momentum_leaders
HIGHLIGHTS
NEWS, EVENTS & SENTIMENT
NEUTRAL OUTLOOK: Recent coverage generates modestly positive sentiment (0.386) across 7 news items.
Recent News (Last 30 Days, Top 7)
RECENT FORM 8-K EVENTS
| Filing Date | Form | Items | Description |
|---|
| 2026-04-30 |
8-K |
<built-in method items of dict object at 0x7301d5c04e40> |
Earnings Release; Exhibits |
| 2026-04-20 |
8-K |
<built-in method items of dict object at 0x7301d5c05000> |
Officer/Director Change |
| 2026-02-24 |
8-K |
<built-in method items of dict object at 0x7301d5c050c0> |
Submission of Matters to a Vote of Security Holders; Financi |
| 2026-01-29 |
8-K |
<built-in method items of dict object at 0x7301d5c05180> |
Results of Operations and Financial Condition; Financial Sta |
| 2026-01-02 |
8-K |
<built-in method items of dict object at 0x7301d5c05240> |
Departure/Election of Directors; Appointment of Officers |
| 2025-12-05 |
8-K |
<built-in method items of dict object at 0x7301d5c05300> |
Departure/Election of Directors; Appointment of Officers |
| 2025-10-30 |
8-K |
<built-in method items of dict object at 0x7301d5c05380> |
Results of Operations and Financial Condition; Financial Sta |
| 2025-07-31 |
8-K |
<built-in method items of dict object at 0x7301d5c05440> |
Results of Operations and Financial Condition; Financial Sta |
RECENT SCHEDULE 13D/G ACTIVIST FILINGS
| Filing Date | Form | Is 13D | Issuer |
|---|
| 2026-03-26 |
SCHEDULE 13G/A |
NO |
Apple Inc |
| 2025-07-29 |
SCHEDULE 13G/A |
NO |
Apple Inc |
HIGHLIGHTS
- – 7 news items were tracked in the reporting window.
- – Average sentiment score stands at 0.386, indicating a modestly positive tone.
- – 8 Form 8‑K filings were recorded, reflecting active corporate disclosures.
- – 2 Schedule 13 filings were filed, showing ongoing regulatory activity.
METHODOLOGY
InsiderStreet Score (0-10). Composite of six factors: Earnings Quality (18%), Financial Quality (18%), Relative Valuation (15%), Risk/Safety (15%), Price Momentum (12%), Insider/Smart-Money (22%). Each factor is independently scored 0-10 from underlying data, then weighted into the composite. Stocks with composite ≥7 have historically outperformed the S&P 500 over rolling 12-month windows.
Edge Score. InsiderStreet's proprietary competitive-advantage score (0-100), built from five sub-pillars: Cost Advantage, Intangibles, Switching Costs, Network Effects, and Scale. Ratings: Wide (≥70), Narrow (40-69), Limited (<40).
Insider/Smart-Money Factor. The differentiator. Built from Form 4 (corporate insider) transactions, Form 144 (planned sales), 13F (institutional) Q-o-Q changes, ETF accumulation, Congressional (House + Senate) trades, dark pool weekly notional, and FINRA short volume. Each input is percentile-ranked vs sector; composite re-percentile-ranked vs market.
Data Freshness. 13F filings are due 45 days after quarter-end. If the latest quarter's filing window is open AND we have less than 90% of prior-quarter filer count, we suppress Q-o-Q comparisons and label the data as in-progress.
Fair Value. Three models: Conservative EPS (P/E reversion to historical norm), Base Growth (forward EPS × industry mean P/E), Optimistic Growth (analyst-implied price target). Final fair value range presented; current price compared to base.
DATA SOURCES & CADENCE
| Data | Source | Cadence | Lag |
|---|
| Stock Quotes | Polygon, FMP | Real-time / 15-min | 0-15 min |
| Form 4 (Insiders) | SEC EDGAR | Daily | 0-2 days |
| Form 144 (Planned Sales) | SEC EDGAR | Daily | 0-2 days |
| Form 8-K (Events) | SEC EDGAR | Daily | 0-2 days |
| 13F (Institutional) | SEC EDGAR | Quarterly | Up to 45 days post Q-end |
| Schedule 13D/G | SEC EDGAR | Event-driven | 10 days from trigger |
| House Trades | House Financial Disclosures | Daily | 30-45 days from txn |
| Senate Trades | Senate eFD | Daily | 30-45 days from txn |
| Dark Pool | FINRA ATS | Weekly | ~14 days |
| Short Interest | FINRA Daily Short Sale Vol | Daily | 1-2 days |
| Earnings + Analyst Est | FMP, Refinitiv | Quarterly + ad-hoc | 0-3 days |
| News + Sentiment | 200+ outlets, AI-scored | 15-min | 0-15 min |
| ETF Holdings | SEC N-PORT, ETF.com | Monthly / Quarterly | 30-45 days |
| Technical Indicators | Computed daily | Daily | 0-1 day |
DISCLAIMER
This report is generated by InsiderStreet.ai for informational and educational purposes only. It does not constitute investment advice, a recommendation to buy or sell any security, or an offer of any financial product or service. Past performance does not guarantee future results.
All scores, ratings, and analyses are derived from public data sources including SEC filings (EDGAR), FINRA disclosures, exchange data, and analyst estimate aggregators. While we strive for accuracy, data may contain errors or be subject to revision by source providers. Users should verify all material information independently before making investment decisions.
"Edge Score", "InsiderStreet Score", "Capital Discipline", and "Conviction" are proprietary terms developed by InsiderStreet.ai and are not affiliated with any third-party rating services.
Generated 2026-05-22 19:40:35 ET · Cached 24h · Refresh: ?refresh=1