Dan Ives Names 5 Tech Stocks for 2027, Including One That Doubled in 2026
Key Summary
Dan Ives, a partner at Yorkville Ives, has named Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his top 5 tech stock picks for 2027, citing the $4 trillion AI spending wave. The stocks have taken different paths this year, with CrowdStrike more than doubling, while Microsoft and Palantir have gained less than 10%.
Performance of Ives' Top Stock Picks in 2026
Nvidia has gained 27.33% since the start of the year, with a $300 target, about 26% above its Wednesday close of $237.47. Microsoft has seen its shares up 9.54% this year, with a $615 target, roughly 16% above its Wednesday close of $529.76.
Palantir shows the widest gap to its target, with a $250 target, about 29% above Wednesday's $194.12 close, after a 9.21% gain in 2026. Apple has up 23.84% this year, completing the list. Ives had previously outlined a $400 target for the stock.
Ives highlighted $678 billion in commercial remaining performance obligations (RPO), meaning contracted revenue not yet booked. RPO grew 25% when OpenAI is excluded.
CrowdStrike carries a $335 target, about 26% above Wednesday's $265.44 close. The stock fell 4.81% that day but remains up 126.50% this year.
Ives expects security spending to climb from roughly 5% of IT budgets toward 10% over the next 3 years, driven by the growth of agentic AI, software that carries out tasks for businesses and consumers on its own.
His cybersecurity pick CrowdStrike carries a $335 target, about 26% above Wednesday's $265.44 close. The stock fell 4.81% that day but remains up 126.50% this year.
Ives also set targets on 2 lesser-known names. His $24 target on cloud equipment provider Boost Run sits about 75% above its Wednesday close of $13.75. Serve Robotics, which runs sidewalk delivery robots, carries an $8 target, roughly 72% above its $4.66 close.
Temasek's investment chief warned on Wednesday that an AI trade unwind is the biggest threat to global markets.