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▍ STATISTICAL PROJECTION · YEAR-END 2026

Based on current macro regime conditions and apple (aapl)'s historical behaviour in similar regimes, the model projects $321 by 2026-12-31 ( +6.8% from $300 today). The 68% confidence range is $256 to $385; the wider 95% range is $194 to $447. Methodology below the headline.

Central Estimate
$321
+6.8% vs current $300
68% Range (±1σ)
$256 to $385
95% Range (±1.96σ)
$194 to $447
Blended from 4 regime anchors· sample-weighted
VIX · Normal (15-25)
+12.8%n=842 · w=37%
10Y-2Y Yield Curve · Flat (0-100bps)
+9.7%n=573 · w=25%
HY OAS Spread · Tight (<350bps)
+9.4%n=762 · w=33%
Trade-Weighted Dollar · Weak (bottom tercile)
+13.6%n=115 · w=5%
METHOD: CENTRAL = SAMPLE-WEIGHTED MEAN OF PER-ANCHOR CURRENT-REGIME 1Y AVERAGES, SCALED TO 156-DAY HORIZON. BAND = ±σ√T USING 27.3% ANNUALIZED REALIZED VOL.
EXPECTED TO BE $321 BY 2026-12-31 (HIGHER FROM $300 ON 2026-05-18). NOT INVESTMENT ADVICE.
▍ MODEL · STATISTICAL FORECAST · 2026

Apple (AAPL) Forecast 2026

Quantitative analysis from 1,298 observations of Apple (AAPL) history, joined to four universal macro regime classifications. Numbers are computed, not narrated.

ByConvex Research Desk·Edited byBen Bleier·
AAPL · LAST
$300.23
AS OF 2026-05-18
Percentile · 25Y History
99.8th
▍ HEADLINE SIGNAL · CONTRARIAN BEARISH
Hist. Avg +252d
+9.4%
vs +18.5% unconditional · -9.1%pp below
When HY OAS Spread sits in its Tight (<350bps) regime — as it does today (2.76) — Apple (AAPL) has historically returned an average of +9.43% over the next 252 trading days, 9.1pp below the all-history average of +18.52%. Sample: 762 observations, 77.1% hit rate.
METHOD: PERCENTILE-RANK MATCHED, LOOK-AHEAD-BIAS-FREE·NOT A FORECAST·HISTORICAL CONDITIONAL AVERAGE

Regime Scan[01/04]

VIX
Normal (15-25)
+12.8%+1Y AVG
Δ -5.8%pp · n=842
10Y-2Y Yield Curve
Flat (0-100bps)
+9.7%+1Y AVG
Δ -8.8%pp · n=573
HY OAS Spread
Tight (<350bps)
+9.4%+1Y AVG
Δ -9.1%pp · n=762

Δ = divergence from +18.5% unconditional all-history average

Performance by Window[02]

WINDOWNANN RETANN VOLRET/VOLHIT %TOTAL
1Y26244.13%22.18%1.9951.7%43.80%
3Y76319.72%25.65%0.7753.7%71.51%
5Y1,26818.92%27.33%0.6952.7%137.77%
10Y1,29818.52%27.26%0.6852.7%138.47%
All1,29818.52%27.26%0.6852.7%138.47%

Annualized total return = (1 + total)^(1/years) - 1. Ret/Vol is the annualized return divided by annualized volatility (Sharpe-equivalent without risk-free subtraction). Hit % = pct of single periods that were positive.

Where We Are Now[03]

Percentile Rank
99.8th
122.77median 180.57300.23
Current value 300.2300 on a 1,298-observation history going back to May 12, 2021.
Volatility Regime
normal
22.72%REALIZED 30D ANN
Sits at the 45.1th percentile vs full history. Median 23.65%.

Forward Returns by Macro Regime[04]

How Apple (AAPL) has performed historically conditional on the prevailing macro regime. The current bucket is highlighted; +1Y averages drive the headline signal above.

VIX
Volatility regime: Low (<15), Normal (15-25), Elevated (25-40), Extreme (>40)
CURRENT: 17.26 Normal (15-25)
REGIME BUCKETN+30D+90D+1Y AVG+1Y MEDHIT %
Low (<15)2610.93%4.57%16.89%19.67%88.1%
Normal (15-25)8422.49%7.69%12.75%11.43%82.5%
Elevated (25-40)1762.35%1.13%15.15%17.39%78.8%
Extreme (>40)4n/an/an/an/an/a
10Y-2Y Yield Curve
Yield curve regime: Inverted (<0bps), Flat (0-100bps), Steep (>100bps)
CURRENT: 0.50 Flat (0-100bps)
REGIME BUCKETN+30D+90D+1Y AVG+1Y MEDHIT %
Inverted (<0bps)5402.34%8.14%18.65%20.19%91.9%
Flat (0-100bps)5731.03%1.69%9.73%10.67%72.0%
Steep (>100bps)1635.35%13.49%8.34%5.00%77.9%
HY OAS Spread
Credit regime: Tight (<350bps), Normal (350-500bps), Stressed (>500bps)
CURRENT: 2.76 Tight (<350bps)
REGIME BUCKETN+30D+90D+1Y AVG+1Y MEDHIT %
Tight (<350bps)7622.72%7.80%9.43%9.71%77.1%
Normal (350-500bps)4690.56%3.88%18.20%20.16%88.3%
Stressed (>500bps)538.99%5.83%25.11%27.45%100.0%
Trade-Weighted Dollar
Dollar regime: bottom/middle/top tercile of trailing 5Y rolling distribution
CURRENT: 118.04 Weak (bottom tercile)
REGIME BUCKETN+30D+90D+1Y AVG+1Y MEDHIT %
Weak (bottom tercile)1153.38%14.20%13.62%14.77%96.8%
Neutral (middle)3363.99%8.11%2.17%0.63%52.8%
Strong (top tercile)8181.25%4.86%16.61%16.57%88.3%

Forward returns are forward-looking from each historical observation in the bucket; +252d corresponds to one trading year. Buckets with fewer than 5 forward-return observations are reported as n/a. These are conditional historical averages, not forecasts.

Lead-Lag Relationships[05]

For each universally-recognised leading indicator, the lag at which the daily-return correlation peaks. Positive lag means the anchor leads Apple (AAPL); negative means it lags.

ANCHORROLEPEAK LAGPEAK CORRZERO-LAGRELATIONSHIP
VIXVolatility leader0d-0.544-0.544coincident
HY OAS SpreadCredit risk leader0d-0.393-0.393coincident
Trade-Weighted DollarFX driver0d-0.165-0.165coincident
CopperGlobal growth proxy0d0.1240.124weak
Baa-10Y SpreadCredit risk (slow)0d-0.118-0.118weak
10Y Treasury YieldDiscount-rate driver+41d-0.095-0.031weak
NFCIFinancial conditions+4d-0.095-0.090weak
10Y-2Y Yield SpreadRecession leader-39d0.083-0.025weak
Initial Jobless ClaimsLabor leader+4d-0.058-0.021weak
U-Mich Consumer SentimentSurvey leader0d0.0000.000weak

Pearson correlation of daily returns over up to 25 years of overlapping history, searched across a ±60-day lag grid. Indicators classified as “weak” don't have meaningful predictive power at daily resolution; many of these (yield curve, NFCI, sentiment) lead at monthly/quarterly horizons instead.

Historical Analogs[06]

Periods where Apple (AAPL) sat at a similar percentile rank to today, with what happened over the next 30 / 90 / 252 trading days. Analogs are clustered to avoid double-counting nearby dates.

DATEVALUE+30D+90D+1Y
Mar 7, 2025239.0700-19.20%-12.15%9.10%
Dec 6, 2024242.8400-7.90%-20.46%14.80%
Sep 6, 2024220.82006.42%3.37%2.70%
Jun 7, 2024196.890014.28%17.72%0.96%
Jan 26, 2024192.4200-10.22%1.79%24.39%

Worst Historical Drawdown[07]

-33.43%PEAK-TO-TROUGH
Peak Dec 26, 2024 → trough Apr 8, 2025. Recovered to prior peak on Oct 20, 2025 (195 days).
All-time high: 300.2300 on May 15, 2026 · Current DD from ATH: 0.00%

Cross-Asset Correlations · 1Y[08]

S&P 500
0.537
n=260
Nasdaq 100
0.504
n=260
20Y Treasury
-0.002
n=260
Gold
0.015
n=260
Bitcoin
0.135
n=260

Largest Single-Period Moves[09]

▲ Up
  • Apr 9, 202515.33%
  • Nov 10, 20228.90%
  • Oct 28, 20227.56%
  • Jun 11, 20247.26%
  • Jan 28, 20226.98%
▼ Down
  • Apr 3, 2025-9.25%
  • Apr 4, 2025-7.29%
  • Sep 13, 2022-5.87%
  • May 18, 2022-5.64%
  • May 5, 2022-5.57%

Calendar-Month Seasonality[10]

Average single-period return aggregated by the calendar month in which the period ended.

MONTHAVG RETURNHIT %N
January-0.04%45.5%101
February-0.00%49.0%96
March0.00%51.4%109
April0.02%48.4%128
May0.10%51.2%123
June0.22%59.2%103
July0.31%63.8%105
August0.11%48.6%111
September-0.16%51.5%103
October0.18%58.2%110
November0.26%57.8%102
December-0.01%49.1%106

N = 1,298 OBS · GENERATED 2026-05-17 18:00Z

Forecast Approach

scenario weighted: We aggregate probability-weighted outcomes across active tracked scenarios, each with historical base rates and current heat scores. The projection above is the sample-weighted central estimate across current macro regime anchors; the scenario list below adds qualitative context.

Key Drivers & Risks

  • Company earnings
  • Sector dynamics
  • Macro environment
  • Valuation

Historical Volatility

High: individual stock vol exceeds index vol

How AAPL Forecasts Have Held Up Historically

Apple forecasts have a better track record than most single stocks because the company's earnings cadence is highly predictable: services revenue grows on subscription compounding, hardware revenue cycles with iPhone releases, and capital returns are formulaic. Sell-side AAPL price targets have median absolute miss of roughly 10% on a 12-month horizon, materially better than the 15-20% miss for the average S&P 500 single name.

Regime-conditional models on AAPL perform near 65% directional accuracy on monthly windows, lower than SPY because single-stock idiosyncratic risk (China demand, Vision Pro reception, AI strategy execution) is not in any macro classifier. The 2022 drawdown (-31%) and the 2024 China-headwinds episode were the two largest recent misses.

Regime Sensitivity for AAPL

AAPL is the lowest-beta of the Magnificent Seven, with realized correlation to QQQ around 0.75 and to SPY around 0.80. Goldilocks regimes map to forward 252-day returns averaging +12% (modestly above SPY); stagflation maps to roughly -5%; reflation near +8%; deflation near -8%.

The April 2026 setup is mixed for AAPL: 10Y at 4.31% is above the 2010s average and weighs on the multiple, but iPhone 16 Pro and the AI strategy reception have stabilized. China revenue (~17% of total) is the swing factor in either direction; a thaw in US-China trade tensions is bullish, escalation is bearish. The regime conditional reads as constructive but with a wider 68% band than usual because of the China and AI overhangs.

What Drives AAPL Forecast Errors

Three issues drive AAPL forecast errors. First, the China revenue line is a binary regime: trade tensions, regulatory action, or competitive pressure from Huawei produces step-changes that no macro classifier captures. The 2024 China headwinds episode took AAPL from ATH to a 17% drawdown without any change in the broader regime read.

Second, services revenue mix-shift compresses or expands the multiple in ways the regime model under-weights. Services revenue is now near 25% of total and trades at 35-40x earnings versus hardware near 20x. Mix-shift toward services is structurally multiple-supportive but rate-sensitive.

Third, capital returns timing is regime-dependent. AAPL has bought back roughly $700B in stock since 2012; the buyback cadence picks up in equity drawdowns and decelerates in rallies, providing a price floor that the bootstrap distribution under-states.

How to Use This Forecast in Practice

For AAPL, supplement the regime conditional with two structural overlays. First, watch China revenue per Q (reported in earnings) for binary regime shifts. Second, watch the services revenue growth rate; sustained 12%+ growth supports the multiple, deceleration below 8% would compress it.

The cleanest single relative-value signal for AAPL is its forward P/E versus the S&P 500. The historical median premium is roughly 1.5-2 P/E turns; readings above 5 turns flag stretched valuation, below 1 turn flag relative-value entry. The 68% band on AAPL should be treated as roughly 80% of QQQ's band because of AAPL's lower beta.

Frequently Asked Questions

What factors could push Apple (AAPL) higher?

The primary drivers that tend to lift Apple (AAPL) depend on the current macro regime. Apple Inc., the world's most valuable company by market cap. Convex tracks these drivers live across the Equity Stock category and flags when multiple forces align in the same direction. See the "Key Drivers & Risks" section on this page for the current list, and check the regime dashboard for how the macro backdrop is currently tilted.

What factors could push Apple (AAPL) lower?

The same transmission channels that drive Apple (AAPL) higher operate in reverse when conditions flip. The risk drivers listed above map directly to scenarios that, if triggered, would pull this metric in the opposite direction. Convex aggregates these into a scenario-weighted probability distribution rather than a point forecast, so the magnitude depends on which scenarios activate.

Where does consensus see Apple (AAPL) heading?

Rather than publish a point target that goes stale the day after release, Convex assembles consensus from the macro regime classification, active scenario probabilities, and historical base rates. Point forecasts from banks and strategists are worth reading for context, but they typically cluster around the consensus and miss the tail events that actually move markets. The scenario-weighted approach here captures that tail risk explicitly.

What is the historical range for Apple (AAPL)?

Historical ranges for Apple (AAPL) vary dramatically by regime. A level that is extreme in Goldilocks can be routine in Stagflation, and vice versa. The Historical Volatility section on this page describes the typical range and regime-specific behavior. For the full multi-decade history, visit the Apple (AAPL) chart page, which includes selectable time ranges up to five years and downloadable data.

How often is the Apple (AAPL) forecast updated?

This forecast page recalculates whenever the underlying data or regime classification changes, typically within hours of new data releases. The scenario probabilities refresh daily as the macro state is regenerated. Specific drivers listed on this page reflect the current state of the Convex regime engine, not static historical assumptions.

Is this forecast actionable for trading?

Convex forecasts are informational and educational. They describe probability distributions and regime-conditional paths rather than specific entry and exit levels. Traders and portfolio managers use them alongside other inputs including position sizing rules, risk management, and their own conviction calibration. They are not investment advice.

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Forecasts are model-based projections derived from current regime classification, scenario probabilities, and historical patterns. They are not investment advice. All investments involve risk.