Longtime Apple analyst Gene Munster is out with his 2026 predictions. To see his 2025 predictions and how they fared (4.5 for 10), click or tap here.

Below are Gene’s 2026 predictions that involve Apple.

Gene Munster for GeneMunster.com:
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• The Nasdaq will end the year up +10% primarily driven by the AI trade – We’re still early in AI and now believe we are entering year 3 of a 5 year bull market that will likely end with the market leveling off rather than a sharp collapse. The current bubble talk is actually constructive because it keeps expectations in check and lowers the risk of an actual bubble forming.

• Apple will launch the new Siri before April 30, 2026, and it will be well received – As of WWDC 2025 (June), Apple leadership has made it clear; the new Siri will be out in CY26 and I will be impressive. Getting this right is at the top of Cook’s to do list, which means the odds of success are high.

• Cook to remain CEO of Apple – In the wake of the several leadership changes at Apple in 2025, we believe Tim Cook will remain CEO of Apple at least until end of 2027. We don’t expect any announcements on the topic next year.

• Apple will be the best performing Mag 7 stock in in the first six months of 2026 – It’s all about iPhone exceeding expectations in the December and March quarters along with an expanding multiple as investor optimism grows on the belief that the new Siri (likely April) and improved Apple Intelligence will be growth driver in FY27.

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MacDailyNews Take: All four are very reasonable predictions. As for LLM Siri:

A little birdie sings us very positive songs regarding Apple’s all-new next-gen Siri. – MacDailyNews, September 26, 2025

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