$Apple(AAPL)$ Analysts predict-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Apple(AAPL)$ Analysts predict that an AI-powered Siri could generate $30 billion in base-case incremental revenue for Apple by fiscal year 2030, with bull-case estimates reaching $40 billion to $65 billion. This massive long-term growth is projected to come from two major sources.

The Apple Intelligence Pro subscription tier, priced at around $15 per month, is projected to attract 50 million to 75 million subscribers. Advanced AI assistants capable of taking direct consumer actions could facilitate between $200 billion and $300 billion in gross merchandise value, generating service commissions for Apple. Because Apple relies on specialized hardware like Neural Engines in newer chips to process these AI features locally, consumers are replacing older devices in large numbers. A breakdown of this AI-driven revenue shows how the hardware and service ecosystems work together.

Analysts view AI as the primary catalyst that could push the installed base of over 2.5 billion active devices into a rapid upgrade cycle. Strong sales of the iPhone 17 lineup have directly boosted hardware revenue to record levels. Mac revenue recently saw a 6% increase, linked to consumer demand for running demanding agentic and AI workloads.

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