Dan Niles Predicts Apple and Boeing Turnarounds in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
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Source: Benzinga
- Market Volatility Outlook: Dan Niles predicts a choppy market in 2026, with the first half benefiting from the Federal Reserve's treasury purchases and corporate tax incentives, but warns of a significant drawdown in the second half due to persistent inflation, political instability, and stretched S&P 500 valuations.
- Apple Upgrade Cycle: Niles is bullish on Apple, forecasting a massive upgrade cycle driven by the launch of an AI-enabled Siri and a long-awaited foldable iPhone, which he believes will help Apple overcome its sluggish growth and improve market performance.
- Boeing Self-Certification: Niles highlights Boeing's recent regulatory clearance to self-certify planes, which is expected to unleash shipment volumes and drive free cash flow into the billions, marking a significant turnaround for the company.
- Nike Valuation Opportunity: Niles sees a prime buying opportunity in Nike under new CEO Elliott Hill's “back to basics” strategy, as North American revenues recover and the company's decade-low valuation suggests strong potential for a global turnaround.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AAPL is 299.69 USD with a low forecast of 230.00 USD and a high forecast of 350.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
32 Analyst Rating
19 Buy
11 Hold
2 Sell
Moderate Buy
Current: 256.440
Low
230.00
Averages
299.69
High
350.00
Current: 256.440
Low
230.00
Averages
299.69
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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