--- title: "Arm's Total Market Cap Surpasses $300 Billion for the First Time; Masayoshi Son Reaps $220 Billion Profit, Creating an Investment Legend" type: "News" locale: "en" url: "https://longbridge.com/en/news/287259999.md" description: "Driven by global demand for AI computing power, Arm's total market capitalization has exceeded $300 billion for the first time. During trading on May 21, the stock price surged 11% to $284.49, reaching a market cap of $302.7 billion, following a gain of over 15% in the previous session. Major shareholder SoftBank holds approximately 87% of the shares, with paper profits exceeding $220 billion and a return rate of 550%" datetime: "2026-05-21T18:17:34.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287259999.md) - [en](https://longbridge.com/en/news/287259999.md) - [zh-HK](https://longbridge.com/zh-HK/news/287259999.md) --- # Arm's Total Market Cap Surpasses $300 Billion for the First Time; Masayoshi Son Reaps $220 Billion Profit, Creating an Investment Legend Driven by a surge in global demand for AI computing power, Arm's total market capitalization has surpassed the $300 billion mark for the first time. At the start of U.S. trading on May 21, **Arm's stock price surged 11%, hitting a record high of $284.49, with its market capitalization exceeding $302.7 billion.** In the previous trading session, the stock had already jumped 15.05%, closing at $256.73 after reaching an intraday high of $259.44. This milestone marks the most lucrative investment legend for major shareholder SoftBank and Masayoshi Son. It is estimated that SoftBank holds approximately 87% of Arm's shares at a cost of about $40 billion, **currently recording paper profits of over $220 billion, representing a 550% return.** Meanwhile, SoftBank's shares in Japan surged nearly 20% today. On the news front, OpenAI, in which SoftBank holds more than a 10% stake, reportedly plans to list in the United States. Additionally, SB Energy, a digital infrastructure company invested in by SoftBank, stated it would secretly file a registration statement. ## Bernstein Gives Arm an "Outperform" Rating The catalyst for Arm's recent rise comes from Bernstein's latest report. The firm assigned an "Outperform" rating to Arm with a target price of $300, implying approximately 16.8% upside potential from the current stock price. **Bernstein believes that Arm is not only a beneficiary of chip design in the AI wave but will also structurally dominate the next era of computing.** Bernstein's core judgment revolves around the rise of agentic AI. As the industry shifts from conversational chatbots to AI agents capable of autonomously executing multi-step tasks, central processing units (CPUs) are returning to the center of the technological stage. **Leveraging its energy efficiency advantages, Arm is poised to quadruple its CPU market share within the next four years, corresponding to a $137 billion addressable market. Bernstein expects Arm's profits to grow fivefold by 2030.** This optimistic expectation is built on solid financial data. In the most recent fiscal quarter, Arm's net profit increased by 49% year-over-year to $313 million, while revenue grew by 20% to $1.49 billion, demonstrating the continued expansion of demand for its chip architecture across sectors from mobile to cloud computing. ### Related Stocks - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) - [ARMG.US](https://longbridge.com/en/quote/ARMG.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [ARMU.US](https://longbridge.com/en/quote/ARMU.US.md) - [9984.JP](https://longbridge.com/en/quote/9984.JP.md) - [SFTBY.US](https://longbridge.com/en/quote/SFTBY.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [AB.US](https://longbridge.com/en/quote/AB.US.md) ## Related News & Research - [Bernstein explains why it isn't too late to invest in Arm stock](https://longbridge.com/en/news/287099811.md) - [When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform](https://longbridge.com/en/news/287056834.md) - [Arm Chief Commercial Officer William Abbey sells USD 3.76 million shares](https://longbridge.com/en/news/287267906.md) - [ARM CFO Jason Child disposes of USD 7.23 million in common shares](https://longbridge.com/en/news/287267437.md) - [Arm Chief People Officer Charlotte Eaton sells USD 1.91 million in shares](https://longbridge.com/en/news/287267243.md)