Wedbush Securities analyst Dan Ives unveiled his bullish roadmap for tech giant Apple Inc. (NASDAQ:AAPL), highlighting key catalysts that can drive the stock higher in 2026, even as the Street remains skeptical of the company’s role in the AI race.

‘Cupertino’ Finally Ready For The AI Race

On Sunday, in a post on X, Ives said, “We are very bullish on Apple for 2026,” as he outlined four key “strategic and financial goals” that he said are critical for the stock to reach his $350 price target, implying a potential upside of nearly 35% from current levels.

The first on Ives’ list is a potential partnership with Google's Gemini platform. “We believe Google Gemini will be the exclusive partner for Apple's AI strategy,” he said.

According to Ives, the “elephant in the room” remains Apple's lack of a visible AI roadmap, despite commanding what he called the “biggest consumer installed base in the world of 2.4 billion iOS devices and 1.5 billion ...