Ives Sees Apple’s AI Push Delivering Big Upside for AAPL
TL;DR Summary
Wedbush analyst Daniel Ives says Apple’s evolving AI push—headlined by a revamped Siri, AI platform for developers, and a Google Gemini partnership—could unlock meaningful upside for Apple stock in 2026, with AI monetization potentially adding $75–$100 per share. He maintains an Outperform/Buy rating with a $350 price target, signaling ~34% upside, and argues the market underestimates the impact of Apple’s consumer AI rollout despite past AI delays.
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