Apple Just Delivered Its $75 Per Share AI Moment at WWDC. Wall Street Says the Stock Could Hit $440 by Year-End.

Apple's WWDC keynote connected June 8 was billed arsenic the astir consequential developer league successful the company's history. From the CNBC Halftime Report broadcasting unrecorded from Cupertino, the connection from Wall Street was loud: Apple (NASDAQ:AAPL) conscionable delivered the AI infinitesimal investors person been waiting 2 years for, and the upside scenarios present agelong good past $400.

I've owned Apple since December 2012, and I've watched the institution navigate each "Apple is doomed" rhythm since. What happened astatine WWDC matters due to the fact that it yet puts a dollar fig connected the AI question that has been hanging implicit the stock.

Dan Ives: $75 to $100 Per Share successful AI Value

Wedbush's Dan Ives framed the keynote successful stark monetization presumption connected the segment: "They fundamentally ripped the Band-Aid disconnected and present we're present and it comes down to monetization." Ives estimated AI could adhd "$75 to $100 per share" successful worth and thrust an incremental $100 cardinal connected apical of Apple's astir $100 cardinal services business.

Scale changes the mathematics here. Apple's Services conception posted an all-time grounds $30.976 cardinal successful Q2 FY2026, with the broader installed basal present exceeding 2.5 cardinal progressive devices. Ives has agelong described Apple arsenic a toll collector. With Siri rebuilt and iOS integrations opening up to Gemini and Anthropic, the toll booth gets a caller lane.

Morgan Stanley: The $440 Scenario

Morgan Stanley's Eric Woodring told the sheet the lawsuit "has the accidental to reframe Apple arsenic an AI winner," with upside targets ranging from $365 to perchance implicit $440. Morgan Stanley's published people moved from $330 to $360 pursuing the keynote, citing improved monetization paths and a clearer Apple Intelligence roadmap.

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Evercore ISI followed with a akin reset to $365 from $330, arguing Apple Intelligence could unlock caller gross streams without dense capex.