Apple Inc. (NASDAQ: AAPL) faces frequent criticism for lagging in artificial intelligence innovation compared to aggressive moves by Microsoft, Google, and Meta.
However, 2026 will finally mark the giant’s entry into an “AI revolution”, argues Wedbush’s senior analyst, Dan Ives.
Ives maintained his “outperform” rating on AAPL shares this week, raising his price target to $350, implying a 27% upside from current levels.
According to him, Apple’s long-awaited artificial intelligence strategy, coupled with strong iPhone 17 sales, could reshape investor sentiment and unlock billions in new value.
What Apple’s AI revolution may look like
In his latest research note, Dan Ives said Apple’s partnership with Google Gemini – expected to be formally announced early next year – will be a “game-changer” that propels the company into the AI spotlight.
With an installed base of 2.4 billion iOS devices and 1.5 billion iPhones, Apple Inc. has the largest consumer ecosystem in the world.
Embedding Gemini into that ecosystem could instantly give it a powerful AI presence, from Siri upgrades to productivity tools and personalized services.
“2026 is going to finally be the year that AAPL enters the AI Revolution,” Ives wrote, adding that AI monetization could add up to $100 per share to the giant’s story over the coming years.
For AAPL shares, this partnership wouldn’t just close the perception gap with rivals but also create recurring revenue streams tied directly to AI usage across its devices.
What else could Apple do in AI next year?
Beyond the Gemini partnership, speculation is growing about other major AI initiatives Apple could unveil in 2026.
Industry chatter suggests Apple could roll out a revamped Siri powered by generative AI, making it more conversational and capable of handling complex tasks.
Rumours also point to AI‑driven features in iOS 20 – such as predictive app suggestions, smarter photo editing, and real‑time language translation.
Some analysts whisper about the multinational experimenting with on‑device AI chips as well to reduce reliance on cloud computing, a move that would emphasize privacy and efficiency.
While none of these have been confirmed, the whispers highlight growing expectations that AAPL will finally shed its “invisible AI strategy” label.
If even half of these speculations materialize, Apple stock could quickly transform from laggard to leader in consumer AI.
Tim Cook to remain with Apple through 2027
Dan Ives also emphasized that Apple’s leadership stability will be critical during this transition.
He expects Tim Cook to remain CEO through at least the end of 2027, ensuring continuity as Apple navigates its AI strategy.
Cook’s steady hand has guided the Nasdaq-listed firm through multiple technology shifts – from the iPhone’s dominance to the rise of wearables and services.
Now, his role will be to oversee the integration of artificial intelligence into the AAPL ecosystem while maintaining the company’s hallmark focus on user privacy and seamless design.
For investors, Cook’s extended tenure signals that Apple won’t rush into AI recklessly – but will execute with discipline.
As Ives put it, Apple is finally ready to accelerate its AI efforts, and Cook’s leadership will be central to making that revolution a reality.
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