"Bulls have a credible roadmap. UBS lifted its target to $245, projecting Arm-based shipments will hit 40% to 45% of the server CPU market by 2030 as that TAM expands from $30 billion to roughly $170 billion. Wells Fargo sits at $220, and one bull case from TIKR.com models a $576 price by 2030."
Arm shares rose sharply after a fiscal Q4 beat and signs of strong AI data center demand, including a multibillion-dollar backlog. The stock climbed toward its all-time high, with licensing and royalties increasing and full-year FY2026 revenue growing. A key driver is the Arm AGI CPU, which has already generated more than $2 billion in customer demand across FY2027 to FY2028. Despite these positives, a 12-month price target of $160.19 implies downside from current levels. Upside scenarios include reaching $15 billion in AGI CPU revenue by 2031 and faster royalty step-ups as Armv9 expands in servers.
Read at 24/7 Wall St.
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