Mizuho Lifts PT on Arm Holdings plc (ARM) After Analysis of the Memory Market and Impact of Agentic AI

2 days ago 6

Noor Ul Ain Rehman

Tue, June 2, 2026 astatine 9:38 AM CDT 2 min read

Arm Holdings plc (NASDAQ:ARM) is 1 of the champion stocks to bargain present for agelong word growth. On May 28, Mizuho lifted the terms people connected Arm Holdings plc (NASDAQ:ARM) to $360 from $290 portion maintaining an Outperform standing connected the shares. The steadfast stated that it accrued targets successful the semiconductor abstraction aft analyzing the representation marketplace and the interaction of agentic AI. It further told investors successful a probe enactment that it believes DRAM request volition beryllium beardown into 2027, arsenic NAND request is not slowing down, and precocious bandwidth memory’s full addressable marketplace is growing.

Arm Holdings plc’s (NASDAQ:ARM) fiscal Q4 2026 quarterly net marked the company’s highest quarterly gross ever, with the 3rd consecutive twelvemonth of 20%+ gross growth. Its gross for the 4th reached $1.49 billion, portion full-year gross was $4.92 billion. The institution besides delivered grounds full-year royalty gross of $2.61 cardinal alongside Q4 gross astatine $671 million, driven by maturation crossed Edge AI, smartphones, Physical AI, and Cloud AI, wherever information halfway royalties much than doubled year-over-year.

Arm Holdings plc (NASDAQ:ARM) is progressive successful the licensing, research, marketing, and improvement of systems IP, microprocessors, graphics processing units, carnal IP and associated systems IP, software, and tools. Its operations are divided into the pursuing geographical segments: the United Kingdom, the United States, and Other Countries.

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