Apple Shares Break $500 Barrier; Still Looks Cheap, Attractive

 Feb 13, 2012 |

 

The wait is over. Shares of Apple, Inc. (NASDAQ:AAPL) topped $500 for the first time when it opened its regular trading session on Nasdaq.

The event was widely anticipated for the past couple of weeks as shares were touching new highs every now and then. They are rallying since June 2011 when it was trading around $315 and topped $400 in October.

After a brief pullback in early October, tied to negative investor sentiment over the death of its founder Steve Jobs, shares have constantly been on an uptrend. Since Nov. 25, shares have gained about 36 percent and that is an impressive rally by any measure.

Apple gained 17 percent since its announcement of quarterly results on Jan 24 and has outperformed Nasdaq 100 and S&P 500 index. Since Jan.24, Nasdaq 100 has increased by about 5 percent and S&P 500 index rose 2 percent.

Cupertino, California-based Apple also topped Exxon Mobil Corp. (NYSE:XOM) as the most valuable company in the world. Currently, Apple's market capitalization stands at $466 billion, compared to Exxon Mobil's $398 billion.

On Jan.24, Apple delivered blow-out results. The company earned $13.87 per share in the first quarter, handily topping analysts' expectations of $10.08 per share. Sales rose to $46.33 billion from $26.7 billion, ahead of consensus of $38.8 billion. iPhone sales soared 128 percent to 37.04 million units, topping expectations of sales of around 30 million to 32 million. iPad sales jumped 111 percent to 15.43 million.

For the second quarter, Apple sees earnings per share of $8.50 on sales of $32.5 billion. Analysts expect the company to earn $9.39 per share on sales of $34.81 billion.

Apple Still Cheap at $500

Yes, you read it right. Apple shares are still cheap at $500 as analysts' mean price target is $568.49, median target is $599 and high target is $700. Meanwhile, majority of the analysts have set price target of at least $600 on Apple stock, according to Thomson Reuters.

On the valuation front, Apple shares are trading at 11.65 times its expected 2012 earnings . Meanwhile, industry leaders such as Google (NASDAQ:GOOG) is trading at 14.46 times, Hewlett-Packard (NYSE:HPQ) is trading at $7.12 times and Microsoft (NASDAQ:MSFT) is trading at 11.38 times.

On the fundamentals front, Apple is expected to report 47 growth in earnings per share and 41 growth in sales for the second quarter. For the full year, the company's earnings are estimated to rise 53 percent and sales are projected to grow 45 percent.

There is lot of upside potential for Apple shares and the best days are still ahead as the company is set to launch its iPad 3 in March and is expected to upgrade its iPhone in the fall. In addition, Apple is also expected to release iTV by the end of 2012.

Last but not the least, Apple may declare a dividend during 2012 as its cash pile is set to cross $100 billion and is feeling the pressure to enhance shareholder returns. If Apple declares dividend or buyback shares,it would further boost investor sentiment.

If all goes well, there would be no looking back for Apple shares, which are currently up 1.32 percent, or $6.51 at $499.93 on Nasdaq.



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