Jun. 12 at 11:54 PM
BofA Securities raised its price target on Arm to
$335 from
$245, reflecting stronger long-term opportunities tied to the growing adoption of chiplet architectures. The firm now applies a sum-of-the-parts valuation based on fiscal 2031 estimates, assigning approximately
$229 per share to Arm's intellectual property business and
$106 per share to its emerging chip segment. Despite the higher target, BofA views the stock as fairly valued at current levels.
Meanwhile, Mizuho adopted a more bullish stance, increasing its price target on Arm to
$500 from
$425 while reiterating its Outperform rating. The firm pointed to the continued expansion of Arm's CPU platform and its potential role in enabling artificial general intelligence applications as key drivers of future growth. The differing views underscore Wall Street's recognition of Arm's strategic importance in the evolving AI ecosystem.
$ARM