TD Cowen Raises its Price Target on Arm Holdings (ARM)

On June 24, 2026, TD Cowen raised its terms people connected Arm Holdings plc (NASDAQ:ARM) to $475 from $265 and kept a Buy rating. TD Cowen said agentic AI is shifting much enactment from the "thinking" handled by GPUs to the "doing" handled by CPUs, making CPUs an AI beneficiary.

Also connected June 24, UBS raised its terms people connected Arm Holdings plc (NASDAQ:ARM) to $470 from $260 and kept a Buy rating.

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On June 23, BofA expert Vivek Arya raised the firm's terms people connected Arm to $460 from $335 and kept a Neutral rating. Arya updated BofA's semiconductor manufacture models and terms objectives to bespeak updated manufacture estimates, including a higher calendar twelvemonth 2030 full semiconductor manufacture addressable marketplace forecast of $2.7T, up from $2.3T. BofA said the summation was led mostly by representation and information halfway growth, with further enactment from betterment successful car and concern markets.

Arm Holdings plc (NASDAQ:ARM) researches, develops, licenses, and markets CPU IP, graphics processing portion IP, systems IP, compute subsystems, and associated software, tools, and related services.

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