Apple AI Monetization Could Add $75-$100 Per Share, Valuing AI at $1.5T
Wedbush analyst Dan Ives projects Apple’s AI monetization could add $75 to $100 per share, implying a $1.5 trillion market value based on 14.7 billion shares—nearly half of current valuation. Ives expects Siri to roll out starting summer 2026, paving way for AI-driven subscriptions with high-margin recurring software revenue.
1. Analyst Valuation Projection
Wedbush analyst Dan Ives projects Apple’s AI monetization could add $75 to $100 per share, implying a $1.5 trillion market value based on 14.7 billion shares. This represents nearly half of Apple’s current market capitalization and underscores AI’s potential to unlock a new growth engine.
2. AI Rollout Timeline
Ives expects the initial phase of Siri’s overhaul and broader AI features to begin rolling out starting summer 2026, with more advanced capabilities integrated later that year. The phased approach aims to leverage Apple’s 2.5 billion active devices for rapid user adoption.
3. Monetization Strategy
The AI layer could enable new subscription services embedded within Apple’s ecosystem, shifting the company toward high-margin recurring software revenue. This move would transform Apple’s business model closer to SaaS-like economics without relying on additional hardware sales.
4. Market Pricing Gap
Despite this potential, the market has barely priced in AI contributions, helping explain recent share price weakness unrelated to core fundamentals. If execution aligns with projections, AI could emerge as one of Apple’s most valuable assets.