Dan Ives Names 5 Tech Stocks for 2027, Including One That Doubled in 2026
Dan Ives, a partner at Yorkville Ives, named Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his top tech stock picks for 2027. He highlighted a $4 trillion AI spending wave and set price targets: Nvidia ($300), Microsoft ($615), Palantir ($250), Apple ($400), and CrowdStrike ($335). The stocks have varied performance in 2026, with CrowdStrike up 126.50% and others showing modest gains.
How this was made
The 30-second read
Why it matters
The analyst's fresh targets and bullish commentary could drive short-term buying interest in the highlighted stocks, reinforcing a positive sentiment across the tech sector.
Market read
The new AI-driven outlook and price targets may influence investor positioning in major US tech equities.
What to watch
Potential supply-chain constraints for AI hardware could temper growth.
Background
Dan Ives of Yorkville Ives released his top five tech stock picks for 2027, providing new price targets and performance commentary.
Ticker impact
Ives set a $300 price target for Nvidia, about 26% above its Wednesday close of $237.47.
likely upward pressure as investors price in higher target
Target increase signals confidence in AI chip demand, may attract buying
Ives gave Microsoft a $615 target, roughly 16% above its Wednesday close of $529.76.
potential upside as market absorbs higher target
Target reflects strong AI-related revenue prospects
Ives set a $250 target for Palantir, about 29% above Wednesday's $194.12 close.
upward pressure from target lift
Target suggests confidence in Palantir's AI data platform growth
Ives noted Apple is up 23.84% this year and previously outlined a $400 target.
supportive of further upside
Target aligns with strong AI integration in Apple products
Ives gave CrowdStrike a $335 target, about 26% above its Wednesday close of $265.44.
likely upward move as investors react to higher target
Target reflects expected growth from AI-driven security spending
Market effects
Analyst's AI-focused targets could lift the broader technology and AI sectors.
Positive outlook for US tech stocks may boost domestic market indices.
Higher AI spending expectations may influence global tech valuations.
Counterpoint
Some investors may view the targets as overly optimistic given valuation levels.
Key entities
- AnalystDan Ives
Partner at Yorkville Ives who issued the stock picks and price targets.
- Research FirmYorkville Ives
Investment research boutique providing the analysis.
