Dan Ives Names 5 Tech Stocks for 2027, Including One That Doubled in 2026
Dan Ives named Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his high 5 tech inventory picks. He argued that traders nonetheless underestimate a $4 trillion AI spending wave.
The 5 shares have taken very totally different paths this 12 months. CrowdStrike has greater than doubled because the begin of 2026, whereas Microsoft and Palantir have every gained lower than 10%.
Which of Ives’ Top Stock Picks Still Has the Most Room to Run?
Ives, a associate at Yorkville Ives, initiated protection of practically 50 tech corporations. In an X put up, he referred to as the 5 shares his high tech performs into 2027.
“We imagine that is the third inning of a 9-inning recreation, and the size of what’s now dedicated is the proof,” he said.
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Nvidia carries a $300 goal, about 26% above its Wednesday shut of $237.47. The inventory has gained 27.33% because the begin of the 12 months.
Ives stated demand for Nvidia’s chips now extends past the most important hyperscalers to sovereign AI programs and enterprises.
Microsoft’s $615 goal sits roughly 16% above its Wednesday shut of $529.76. Its shares are up 9.54% this 12 months.
Ives highlighted $678 billion in business remaining efficiency obligations (RPO), that means contracted income not but booked. RPO grew 25% when OpenAI is excluded.
Palantir exhibits the (*5*). Its $250 goal is about 29% above Wednesday’s $194.12 shut, after a 9.21% achieve in 2026. Apple, up 23.84% this 12 months, completes the checklist. Ives had beforehand outlined a $400 goal for the inventory.
Why Ives Thinks AI Agents Will Grow Security Budgets
Ives’ cybersecurity name facilities on agentic AI, software program that carries out duties for companies and shoppers by itself. He argued these brokers have widened the assault floor quicker than safety budgets.
He expects safety spending to climb from roughly 5% of IT budgets towards 10% over the following 3 years.
His cybersecurity choose CrowdStrike carries a $335 goal, about 26% above Wednesday’s $265.44 shut. The inventory fell 4.81% that day however stays up 126.50% this 12 months.
Ives added that Anthropic and OpenAI now pitch themselves as cybersecurity gamers. He stated that threatens incumbents but additionally lifts demand for their products.
“The frontier labs have primarily created a golden age for cybersecurity corporations by doing this,” he famous.
Ives expects the features from AI spending to unfold extra extensively throughout the economic system. He additionally set targets on 2 lesser-known names.
His $24 goal on cloud gear supplier Boost Run sits about 75% above its Wednesday shut of $13.75. Serve Robotics, which runs sidewalk supply robots, carries an $8 goal, roughly 72% above its $4.66 shut.
Temasek’s funding chief, nonetheless, warned on Wednesday that an AI commerce unwind is the largest risk to international markets.
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