Apple and Meta Platforms poised for long-term stock gains, says expert
- Ari Wald from Oppenheimer suggests that Apple shares rose approximately 6% following a tariff agreement between the U.S. and China.
- Despite recent gains, Apple’s stock is down 16% in 2025, showing near-term technical challenges.
- Both Apple and Meta are viewed favorably for long-term growth despite their recent performance downturns.
On May 12, 2025, stocks of Apple and Meta Platforms experienced a positive shift that has industry analysts, particularly Ari Wald, optimistic about their future performance. Wald, who leads technical analysis at Oppenheimer, mentioned that the agreement between the U.S. and China to suspend steep tariff rates on imports, notably affecting companies like Apple, had a significant impact. The shift resulted in Apple shares rising by about 6%. Despite this gain, Apple’s stock is still down approximately 16% in 2025, reflecting recent struggles in the market. Wald emphasized that the tech sector is in a large-cap growth-led secular bull market, suggesting that while both companies may face near-term challenges, their long-term prospects remain strong. He articulated that it historically pays to invest in such stocks even when they face difficulties. On the other hand, he noted that while Apple's stock has significant resistance levels to overcome, Meta Platforms appears more favorable for near-term trading opportunities due to a resurgence in communication services. Wald indicated that this revival hints at a resumption of long-term strength for Meta, placing it higher on momentum ranks. In contrast, shares of Stanley Black & Decker were also highlighted during Waldd's commentary, which saw almost a 16% spike on the same day. However, Wald advised against chasing this rally, as he perceives it to still be undergoing a downtrend, urging investors to consider selling rather than buying into the stock while it remains below critical long-term moving averages, such as the 200-day average. Wald's analysis illustrates a cautious yet optimistic approach to tech stocks, prioritizing long-term value over short-term speculation. As the market continues to adjust to geopolitical dynamics and changing economic indicators, the fortunes of major tech firms like Apple and Meta will be pivotal in shaping overall investor sentiment in the tech sector. Wald’s insights underscore the importance of recognizing cyclical patterns in stock performance, particularly how external factors such as international trade agreements can directly influence stock recovery and growth expectations.