Apple Poised for AI Revolution in 2026, Analyst Predicts $350 Price Target
Apple is finally set to become a major player in the artificial intelligence race, according to a new analysis, with a projected price surge to $350 within the next year. A leading industry analyst believes the tech giant’s forthcoming partnership with Google’s Gemini will be a pivotal moment, unlocking significant value for investors.
Bullish Outlook on Apple’s AI Strategy
A Wedbush analyst recently reiterated an “outperform” rating for the iPhone maker, boosting the 12-month price target from $320 to $350 – a potential gain of approximately 26% from Friday’s closing price. This optimistic revision is directly tied to the belief that Apple has, at last, formulated a viable AI strategy.
“2026 is going to finally be the year that Apple actually enters the AI Revolution,” one analyst wrote. The key to this transformation lies in a planned collaboration with Google’s Gemini AI platform, expected to be formally announced early next year. This partnership is anticipated to be a “gamechanger” for both companies.
Monetizing AI: A $75-$100 Per Share Opportunity
The potential for AI monetization is substantial. Analysts estimate that integrating AI capabilities could add between $75 and $100 per share to Apple’s value over the coming years. This projection comes after a period of uncertainty surrounding Apple’s approach to AI, described as “head scratching” earlier in the year.
The company’s massive installed base – 2.4 billion iOS devices and 1.5 billion iPhones – provides a uniquely powerful platform for deploying and monetizing AI features. The time is now for Apple to accelerate its AI efforts, capitalizing on this existing infrastructure.
Leadership Stability and Strong Sales
The analyst also anticipates that Tim Cook will continue to serve as Apple’s CEO through at least the end of 2027, providing crucial leadership during this technological transition. Furthermore, early indicators suggest strong sales for the iPhone 17, particularly in China, contributing to a positive outlook for the upcoming holiday season.
Apple has consistently exceeded Wall Street’s growth expectations, and shares have already increased by 11% this year. This momentum, combined with the anticipated AI advancements, positions the company for continued success.
