Mizuho Lifts PT on Arm Holdings (ARM) on Agentic AI Tailwinds

1 hour ago 1

Noor Ul Ain Rehman

Tue, June 9, 2026 astatine 12:25 PM CDT 2 min read

Arm Holdings plc (NASDAQ:ARM) is 1 of the champion NASDAQ stocks to bargain and clasp for 3 years. Mizuho lifted the terms people connected Arm Holdings plc (NASDAQ:ARM) to $500 from $425 connected June 4, maintaining an Outperform standing connected the shares. It told investors successful a probe enactment that the company's agentic AI tailwinds are accelerating arsenic its level expands with Oracle and ByteDance. The steadfast believes that Arm Holdings plc (NASDAQ:ARM) could propulsion successful $15 cardinal successful agentic AI infrastructure cardinal processing portion gross by fiscal 2031 and raised the company's estimates.

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For reference, 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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