# Analyst Estimates Apple AI Strategy Could Add $75 Per Share to Valuation

- URL: https://stocks.freetheai.org/news/analyst-estimates-apple-ai-strategy-could-add-75-per-share-to-valuation-cb536d
- Published: 2026-10-08T18:35:37Z
- Category: analyst_ratings; sentiment: bullish; impact: medium
- Symbols: [NASDAQ:AAPL](https://stocks.freetheai.org/symbols/NASDAQ-AAPL)
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Apple Inc. (AAPL) could see its valuation increase by approximately $75 per share from its artificial intelligence initiatives. The growth is expected to be driven by accelerated hardware upgrades and increased spending on digital services. Apple shares rose 0.94% on Thursday, trading at $339.80.

The catalyst for this growth lies in a massive backlog of aging devices, with an estimated 375 million iPhones currently active that have not been upgraded in more than four years. The upcoming iPhone 18 product cycle is projected to tap into this pent-up demand. Additionally, a rumored foldable device, referred to as the iPhone Duo, is projected to sell around 10 million units in its initial quarters.

Beyond hardware, artificial intelligence is projected to more tightly integrate Apple's ecosystem, potentially accounting for over 15% of the company's services revenue in the future. Investors are closely watching how the company leverages its massive user base, particularly through privacy-focused, on-device processing. The next major milestone is an expected smart-home event scheduled for October 13, which may reveal further integration plans.

## Key points

- Apple Inc. (AAPL) shares rose 0.94% on Thursday to $339.80.
- An analyst estimates that Apple's artificial intelligence strategy could add $75 per share to its valuation.
- Approximately 375 million active iPhones have not been upgraded in more than four years, representing significant pent-up demand.
- AI-related revenue is projected to eventually account for more than 15% of Apple's services revenue.
- A rumored foldable iPhone Duo is expected to sell 10 million units in its first few quarters.

## Questions and answers

### How much could artificial intelligence add to Apple's stock value?

An analyst estimates that Apple's artificial intelligence strategy could eventually add about $75 per share to the company's valuation.

### How many iPhones are currently overdue for an upgrade?

Approximately 375 million iPhones have not been upgraded in more than four years, which could drive demand for the upcoming iPhone 18 cycle.

### When is Apple's next product event?

Apple is expected to hold a smart-home event on October 13, which could showcase how the company plans to expand its device ecosystem.