---
title: "Arm shares surge on AGI chip demand and analyst upgrades"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289648690.md"
description: "Arm shares surged over 11% following the launch of its first in-house AGI CPU for data centers, which secured over $2 billion in customer commitments. The rally was further driven by analyst upgrades, including Mizuho raising its price target to $500 and Bank of America increasing its global CPU market forecast. Despite high valuation multiples, analysts suggest Arm's strategic pivot to AI could justify the premium if growth targets are achieved."
datetime: "2026-06-13T00:23:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289648690.md)
  - [en](https://longbridge.com/en/news/289648690.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289648690.md)
---

# Arm shares surge on AGI chip demand and analyst upgrades

AI chip debut: Arm launched its first in-house AGI CPU for data centers, securing over $2 billion in customer commitments for fiscal 2027 and 2028. Stock rally drivers: Shares climbed over 11% following price target hikes from Mizuho to $500 and a higher global CPU market forecast from Bank of America. Valuation debate: While trading at lofty multiples, some analysts believe Arm’s AI pivot could justify the premium if growth forecasts are met.

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