Tech optimist Dan Ives has named his top picks for 2027. Should we believe him?
Ives worked at Wedbush for eight years and left the firm in July
Dan Ives is known for his optimism about the tech sector and his flamboyant sense of style / Photo: bluestork / Shutterstock
Dan Ives, a well-known tech optimist who spent eight years at Wedbush Securities, named his top tech picks for 2027: Nvidia, Microsoft, Palantir, Apple, and CrowdStrike.
“In our view, investors are underestimating the scale and scope of this $4 trillion wave of investment [in artificial intelligence] over the next few years,” — wrote the analyst, who now serves as a partner and managing director at the investment bank Yorkville Ives.
Ives also named Tesla —one of his favorite companies—as his top pick for a turnaround in the technology sector.
How Ives Evaluates Stocks
On October 7, Yorkville Ives initiated research coverage on all the stocks mentioned by Ives with an “Outperform” rating (meaning “better than the market,” equivalent to a “buy” recommendation), according to Investing.com.
— CNBC reports that Nvidia shares have been given a price target of $300. This target implies a 26% increase in the chipmaker’s stock price relative to its most recent closing price. The investment firm noted that it likes Nvidia’s competitive advantages.
— The target price for Microsoft stock has been set at $615: the upside potential is estimated at 16%.
— Palantir's stock could rise 30% over the next 12 months, according to Yorkville Ives: its price target for the company is $250.
— Yorkville Ives set a price target of $400 for Apple shares, implying 20% upside potential. The firm stated that Apple is entering a “new phase of its ecosystem.”
— Finally, Ives expects CrowdStrike’s stock to rise by about a quarter over the course of the year; his price target is $335.
Ives' forecast coincided with a new rally in the "Magnificent Seven" stocks: this group helped the S&P 500 index reach its first record high since August 13 on October 6.
What Sets Ives Apart
Ives is one of the best-known and most optimistic tech analysts, according to MarketWatch. In 2023, he called Nvidia CEO Jensen Huangthe “godfather of artificial intelligence,” and in 2025, he referred to Palantir CEO Alex Karp asthe “Lionel Messi”of technology. Since then, the stocks of these companies have shown exponential growth: 443% and 25%, respectively.
Among the five stocks recommended by Ives, the cybersecurity company CrowdStrike has posted the best performance so far this year, surging 138% amid concerns about artificial intelligence models that are too powerful.
The results from the other companies reflect a mixed and challenging year for the technology sector and trading in artificial intelligence assets: Apple’s stock rose 22%, Microsoft shares rose 9%, Palantir shares gained 8%, and Tesla shares fell 15%. Nvidia shares have gained 28% this year.
Ives worked at Wedbush for eight years and left the firm in 2026 to help found the investment bank Yorkville Ives. There, Ives became a partner and senior managing director.
This article was AI-translated and verified by a human editor
