ARM earns a BUY rating with a $265.32 target as AGI CPU demand doubled to over $2 billion and data center royalties surged year over year.
NVIDIA runs ARM's architecture but trades at just 26x forward earnings, while Qualcomm heads to trial against ARM in Q4 2026.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn't make the cut. Grab the names FREE today.
Arm Holdings (NASDAQ:ARM) has quietly become the CPU backbone of the AI data center buildout, and the market isn't fully pricing it in. Between hyperscaler design wins, a rapidly ramping first-party silicon business, and a data center royalty line that more than doubled year over year again, the setup is stronger than the price action suggests.
Our 24/7 Wall St. price target for Arm is $265.32, implying 10.99% upside from $239.05. The recommendation is buy, with confidence at 90%.
#price
NVIDIA runs ARM's architecture but trades at just 26x forward earnings, while Qualcomm heads to trial against ARM in Q4 2026.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn't make the cut. Grab the names FREE today.
Arm Holdings (NASDAQ:ARM) has quietly become the CPU backbone of the AI data center buildout, and the market isn't fully pricing it in. Between hyperscaler design wins, a rapidly ramping first-party silicon business, and a data center royalty line that more than doubled year over year again, the setup is stronger than the price action suggests.
Our 24/7 Wall St. price target for Arm is $265.32, implying 10.99% upside from $239.05. The recommendation is buy, with confidence at 90%.
#price
11 days ago
