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

positiveAnalyst ratingMulti dayYahoo Finance ·9 Jun 2026Original article ↗
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Mizuho Lifts PT on Arm Holdings (ARM) on Agentic AI Tailwinds Noor Ul Ain Rehman Tue, June 9, 2026 at 7:25 PM GMT+2 2 min read ARM ORCL Arm Holdings plc (NASDAQ: ARM ) is one of  the best NASDAQ stocks to buy and hold for 3 years . Mizuho lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $425 on June 4, maintaining an Outperform rating on the shares. It told investors in a research note that the company’s agentic AI tailwinds are accelerating as its platform expands with Oracle and ByteDance.

The firm believes that Arm Holdings plc (NASDAQ:ARM) could pull in $15 billion in agentic AI infrastructure central processing unit revenue by fiscal 2031 and raised the company’s estimates. Mobix Labs Deepens AI Infrastructure Bet with Minority Stake in TalkingHeads Wireless For reference, Arm Holdings plc’s (NASDAQ:ARM) fiscal Q4 2026 quarterly earnings marked the company’s highest quarterly revenue ever, with the third straight year of 20%+ revenue growth. Its revenue for the quarter reached $1.

49 billion, while full-year revenue was $4. 92 billion. The company also delivered record full-year royalty revenue of $2.

61 billion alongside Q4 revenue at $671 million, driven by growth across Edge AI, smartphones, Physical AI, and Cloud AI, where data center royalties more than doubled year-over-year. Arm Holdings plc (NASDAQ:ARM) is involved in the licensing, research, marketing, and development of systems IP, microprocessors, graphics processing units, physical IP and associated systems IP, software, and tools. Its operations are divided into the following geographical segments: the United Kingdom, the United States, and Other Countries.

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 best short-term AI stock . READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow .

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