{"id":480271,"date":"2026-05-12T04:08:14","date_gmt":"2026-05-12T04:08:14","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/480271\/"},"modified":"2026-05-12T04:08:14","modified_gmt":"2026-05-12T04:08:14","slug":"arm-holdings-arm-price-target-raised-to-300-on-ai-and-data-center-momentum","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/480271\/","title":{"rendered":"Arm Holdings (ARM) Price Target Raised to $300 on AI and Data Center Momentum"},"content":{"rendered":"\n

Arm Holdings has drawn renewed interest from KeyBanc as the firm sees robust AI and data center demand accelerating licensing growth. The stock is twelfth on our list of\u00a012 AI Stocks Wall Street Is Watching Now<\/strong><\/a>.<\/p>\n

On May 7, KeyBanc analyst John Vinh raised the price target on Arm Holdings to $300 from $170 and maintained an Overweight rating. The company reported results for the fourth quarter and fiscal year ended 2026, having a record quarterly revenue of $1.49 billion driven by robust demand for cloud AI solutions.<\/p>\n

Despite FQ4 revenue and EPS exceeding expectations, Keybanc noted mixed results for the semiconductor company. Licensing revenue beat forecasts, a big portion of Arm\u2019s revenue. The company licenses its technology to companies such as Nvidia and Apple, collecting royalty payments on design use.<\/p>\n

\"Arm Arm Holdings (ARM) Price Target Raised to $300 on AI and Data Center Momentum <\/p>\n

Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.<\/p>\n

However, it missed on royalty revenue due to a contraction in smartphone Total Addressable Market. This was mainly due to memory shortages and higher prices. KeyBanc noted ARM guiding 20% year-over-year royalty growth in the fiscal first quarter. This growth is driven by the migration to Armv9, CSS, and Data Center, noted the firm, which doubled in revenues again.<\/p>\n

\n

ARM also indicated it sees $2B in demand for its AGI CPU in FY28, vs. its $1B outlook, but is supply constrained currently and unable to meet demand. Despite mixed results, we raise ests and our PT to $300 due to licensing upside DC drivers.<\/p>\n<\/blockquote>\n

Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and licenses semiconductor technology and related products.<\/p>\n

While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/strong><\/a>.<\/p>\n

READ NEXT:\u00a0<\/strong>33 Stocks That Should Double in 3 Years<\/strong><\/a> and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy<\/a><\/strong>.<\/strong>\u00a0<\/strong><\/p>\n

Disclosure: None. Follow Insider Monkey on Google News<\/strong><\/a>.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"Arm Holdings has drawn renewed interest from KeyBanc as the firm sees robust AI and data center demand…\n","protected":false},"author":2,"featured_media":480272,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,1494,8089,289,290,18,19,17,69559,9988,67018,14664,210134,82],"class_list":["post-480271","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-stock","tag-arm-holdings","tag-artificial-intelligence","tag-artificialintelligence","tag-eire","tag-ie","tag-ireland","tag-keybanc","tag-quarterly-revenue","tag-robust-demand","tag-semiconductor","tag-semiconductor-wafer","tag-technology"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116559643778727014","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/480271","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=480271"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/480271\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/480272"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=480271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=480271"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=480271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}