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TD Cowen Raises ARM Price Target to $265

Arm Reports Q4 Revenue Growth and Shows Confidence in Future Market

Arm released FY2026 Annual Earnings on May 6 After-Market (EST), actual revenue USD 4.92 B (forecast USD 4.898 B), actual EPS USD 0.85 (forecast USD 0.9208)

Arm released FY2026 Q4 earnings on May 6 After-Market EST, actual revenue USD 1.49 B (forecast USD 1.47 B), actual EPS USD 0.29 (forecast USD 0.3655)

Arm Reports Q4 FY2026 Revenue of $1.49 Billion, Exceeding Estimates

Arm to Release FY2026 Q4 Earnings on May 6 After-Market EST, Forecast Revenue USD 1.47 B, EPS USD 0.3655

TSMC Partners Ltd. Sells off ARM Holdings Shares for $231 Million

ARM Holdings PLC stock rises, trading volume increases, hedge funds increase holdings

IBM and Arm Collaborate to Develop Dual-Architecture Hardware for AI and Data-Intensive Workloads

IBM and Arm Collaborate on Dual-Architecture Enterprise Hardware

Arm Proposes AGI CPU Design, Intel Remains Skeptical

Arm expects new chip division to reach $15 billion in annual sales within five years

Meta and Arm Collaborate on Data Center CPU, Plan to Release Design by Year-End

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Bernstein explains why it isn't too late to invest in Arm stock

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Bernstein analyst David Dai initiated coverage on Arm Holdings (ARM) with an 'outperform' rating and a $300 price target, suggesting an 18% upside. Dai's bullish view is based on the demand for Arm's advanced AI CPUs, with a $2 billion backlog for next-gen silicon. Despite concerns over Arm's high P/E ratio, Bernstein believes the company's shift to data center markets will enhance profitability. The firm argues that evaluating Arm solely on P/E metrics overlooks its long-term growth potential in AI and custom silicon.

- Bernstein initiated coverage on Arm Holdings with an "outperform" rating and a $300 price target, indicating an 18% upside potential.  
- The analysis highlights a significant demand for Arm's advanced CPUs, predicting a $2 billion backlog due to the shift towards artificial general intelligence, suggesting sustainable revenue growth.  
- Despite criticism over Arm’s high valuation, Bernstein argues that the company's expanding role in custom silicon for data centers justifies the current market price, indicating a strong long-term growth trajectory.

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Leverage Shares 2X Long ARM Daily ETF

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Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs

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Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs

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The stock market saw significant movements today, with the Dow Jones Industrial Average gaining 500 points. Small cap stocks showed strength, particularly Arm Holdings, while Nvidia rallied ahead of earnings reports. A decline in oil prices contributed to the positive market sentiment, and airline stocks also experienced a surge.

- Small cap stocks showed notable strength in the stock market today.  
- Arm Holdings experienced a significant performance spike, while Nvidia rallied ahead of earnings reports.  
- The Dow Jones Industrial Average increased by 500 points as oil prices declined, and airline stocks also rose.

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Stock Market Today: Dow Gains 500 Points As Oil Dives, Nvidia Rises; Airlines Soar (Live Coverage)

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Today's whale alerts in the Information Technology sector highlight significant options activity. Notable trades include bearish call sweeps for NVDA and DELL, bullish call sweeps for MSTR and ARM, and various put options with mixed sentiments for DOCN, DGXX, and BTDR. These alerts can indicate potential trading opportunities as traders monitor abnormal trading volumes and price movements.

- The article discusses whale alerts, which help traders spot potential trading opportunities by tracking significant transactions by large entities in options trading.  
- It presents various examples of options activity within the Information Technology sector, highlighting trade types, sentiment, strike prices, and the corresponding financial figures for multiple stocks like NVDA, MSTR, and DOCN.  
- Key terms related to options trading, including call and put contracts, expiration dates, and option prices, are defined to enhance understanding of the market dynamics.

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MicroStrategy Pref Shares MSTR 10.0 Perp

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MicroStrategy Pref Shares MSTR 8.0 Perp

10 Information Technology Stocks With Whale Alerts In Today's Session

ARM Holdings PLC (NASDAQ:ARM) experienced a significant trading volume increase, with 4.66 million shares traded, despite a 40% decline from the previous session. Analysts maintain a positive outlook, with a consensus rating of 'Moderate Buy' and a price target of $203.79. However, concerns arise from a reported U.S. antitrust probe and ongoing securities-fraud investigations. Recent insider sales have also been disclosed, but they are linked to tax withholding. The stock last traded at $254.71, up from a previous close of $223.15.

- ARM Holdings PLC shares experienced a notable trading volume decrease, with 4,656,748 shares traded, down 40% from the previous session.  
- Positive market sentiment is supported by upgrades from several analysts and a $300 price target from Sanford C. Bernstein, whereas negative sentiment stems from a reported U.S. antitrust probe and ongoing investigations into potential securities fraud.  
- With a current stock price of $254.71, ARM operates with a market capitalization of $269.67 billion and is primarily engaged in licensing semiconductor IP rather than manufacturing chips.

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ARM (NASDAQ:ARM) Sees Large Volume Increase  - Should You Buy?

Arm Holdings (NASDAQ:ARM) stock surged over 14% following Bernstein's upgrade and a $300 price target, driven by increased AI chip demand. The company reported record quarterly revenue of $1.49 billion, with licensing revenue up 29%. CEO Rene Haas noted a $2 billion demand for AGI CPUs, although supply constraints may limit near-term growth. Arm's partnerships with major tech firms like Meta and Nvidia further support its market position, as the stock reached a 52-week high at $254.97.

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What Is Going On With Arm Stock On Wednesday?

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In early trading, Arm Holdings led the Nasdaq 100 with a 10.1% increase, marking a 124.8% gain year to date. Conversely, Intuit was the worst performer, down 4.2% and 42.2% year to date. Other notable movements included Workday down 3.8% and Marvell Technology up 8.6%.

- Early trading on Wednesday saw Arm Holdings leading the Nasdaq 100 with a gain of 10.1%, totaling a year-to-date increase of 124.8%.  
- In contrast, Intuit was the worst performer for the day, down 4.2% and 42.2% year to date.  
- Other notable movements included Workday decreasing by 3.8% and Marvell Technology increasing by 8.6%.

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NVIDIA (NVDA.US) will announce its earnings tonight after the market closes, and chip stocks are positioning themselves in advance. ARM (ARM.US) rose over 10%, Marvell (MRVL.US) rose over 7%, and Intel (INTC.US) rose over 5%. The Cerebras 2X leveraged ETF (CBRG.US) surged over 18% on its first day, reaching a new high

- On May 20, U.S. stocks related to GPUs and CPUs surged as investors anticipated Nvidia's upcoming earnings report.  
- ARM Holdings led the gains with a 10.02% increase, followed by Marvell Technology rising 7.42%, while Intel and AMD also saw notable gains.  
- Market analysts expect strong performance driven by AI demand, with Nvidia's report expected to reflect this trend, lifting investor confidence across the sector.

Movers Alert

Cerebras

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Leverage Shares 2X Long CBRS Daily ETF

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MRVL Daily ETF

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

Arm Holdings (NASDAQ:ARM) is currently trading at $223.15, having surged 104% year-to-date. Analysts suggest a buy zone between $210 and $215 on pullbacks. The company reported Q4 FY2026 revenue of $1.49B, exceeding estimates, and has shifted focus to AI infrastructure with its new AGI CPU. Despite a high P/E ratio and some risks, the bullish sentiment remains strong with a consensus target of $230.92.

- Arm Holdings (ARM) is currently trading at $223.15 after reporting Q4 FY2026 revenue of $1.49 billion, exceeding estimates.  
- The non-GAAP EPS of $0.60 also surpassed consensus expectations, and data center royalties have more than doubled year over year.  
- Customer commitments for the AGI CPU increased dramatically from $1 billion to over $2 billion within six weeks.

Arm Holdings is up 104% and smart money is waiting for one specific level to buy more

SiPearl and Semidynamics have announced a partnership to develop a European sovereign AI platform, utilizing SiPearl's Arm Neoverse V2-based Rhea2 processors and Semidynamics' RISC-V-based AI inference accelerators. This multi-year project aims to create a competitive rack-scale AI platform, addressing Europe's need for a homegrown AI hardware stack. The first generation will focus on CPU-accelerator memory coherence, with future iterations expected to enhance chiplet-level integration.

- SiPearl and Semidynamics are collaborating to develop a European sovereign AI platform aimed at reducing reliance on foreign suppliers.  
- The platform will utilize SiPearl’s Rhea2 processors and Semidynamics’ RISC-V-based AI accelerators for efficient AI inference, with future generations planned for tighter chiplet integration.  
- While advanced manufacturing remains reliant on Asia, the initiative aims to provide a credible European alternative for large-scale AI data center deployments, although no firm launch timeline has been set.

EE Times

When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform

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Marvell Tech(MRVL) rose 4.34%, with a trading turnover 4.3 Billion USD, and a year-to-date rose 107.7%. Sandisk(SNDK) rose 3.77%, with a trading turnover 17.8 Billion USD, and a year-to-date rose 482.7%. Vertiv(VRT) fell 5.03%, with a trading turnover 2.9 Billion USD, and a year-to-date rose 99.2%. BlackRock(BLK) fell 4.57%, with a trading turnover 1.1 Billion USD, and a year-to-date fell 2.6%.

- The Nasdaq Composite Index decreased by 0.84%, with a year-to-date gain of 11.3%.  
- Meanwhile, the S&P 500 fell by 0.67% and the Dow Jones dropped by 0.65%, recording year-to-date increases of 7.4% and 2.7%, respectively.  
- Notable stock movements include Marvell Technology rising by 4.34% and Sandisk increasing by 3.77% year-to-date, while Vertiv and BlackRock saw declines of 5.03% and 4.57%.

Roundhill ARM WeeklyPay ETF(ARMW.US)

Bernstein explains why it isn't too late to invest in Arm stock

Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs

Stock Market Today: Dow Gains 500 Points As Oil Dives, Nvidia Rises; Airlines Soar (Live Coverage)

10 Information Technology Stocks With Whale Alerts In Today's Session

ARM (NASDAQ:ARM) Sees Large Volume Increase - Should You Buy?

What Is Going On With Arm Stock On Wednesday?

Nasdaq 100 Movers: INTU, ARM

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

Arm Holdings is up 104% and smart money is waiting for one specific level to buy more

When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform

Top 5 US Stock Gainers/Losers (>100B) (5.19)