A1PO34 — Apple Inc.
Tecnologia / Eletrônicos de Consumo / Software / Serviços|Event Impact Analysisstream
Premissas (2026-04-17)USD mode, FX 4.99
revenue
465.00 USD bn
op_margin
0.33 pct
sbc_rate
0.03 pct
fx
4.99 BRL/USD
multiple_adj
0.00 pct
shares
14.7k MM
Modelo
op_income=revenue * op_margin * 1000=151.1k
ebitda_usd=op_income=151.1k USD MM
ebitda_brl=ebitda_usd * fx=754.1k R$ MM
price_per_bdr=price_per_share / 20=0.00
Valuation
EBITDA Ajustado (DB)
US$ 151.125 MM
Dívida Líquida
US$ 0 MM (DL/EBITDA 0.00x)
Preço Atual
R$ 64.67 Implied EV/EBITDA 1.26x
Stream Price (base)
R$ 64.67
Event Impact | Preço Atual R$ 64.67
Clique em um evento para inspecionar referências e citações.
EventoEsperadoGanhoGanho/Preço
Pendentes (6)
+Section 122 tariff expires Jul 2026 without replacement — cost relief1 ref1 check2026-08+R$ 3.23+5%+
multiple_adj 0 +0.05 → 0.05 pct
+Services growth accelerates to 18-20% (advertising + Apple Pay expansion)1 ref1 check2027-12+R$ 2.98+5%+
op_margin 0.33 +0.01 → 0.34 pct
+Siri AI (Apple Intelligence) triggers iPhone 17 super-cycle1 ref1 check2027-03+R$ 2.09+3%+
revenue 465 +15 → 480 USD bn
-iPhone 17 demand disappoints — competition from Huawei and Samsung Galaxy AI1 ref1 check2027-03R$ 2.09-3%+
revenue 465 -15 → 450 USD bn
-EU DMA forces App Store commission reduction to 10-15%1 ref1 check2028-06R$ 3.23-5%+
multiple_adj 0 -0.05 → -0.05 pct
-DOJ antitrust remedies force App Store/iOS ecosystem unbundling1 ref1 check2028-06R$ 6.47-10%+
multiple_adj 0 -0.1 → -0.1 pct