Movement Alert｜ARM Holdings Rises 5.91% in Regular Trading, Bernstein Raises Target to $500 on Agentic AI CPU Demand Thesis

Market Focus

Jun 18

On June 18, ARM Holdings rose 5.91% in regular trading, trading at $449.09/share, with turnover of $403 million. The rally came amid a broad semiconductor sector advance and a significant analyst upgrade.

Bernstein released a research report identifying ARM as the biggest structural beneficiary of the Agentic AI era, raising its target price from $300 to $500 while maintaining an outperform rating. The firm dramatically increased its 2030 global server CPU total addressable market forecast from $137 billion to $223 billion, citing Agentic AI's substantially higher CPU resource requirements compared to traditional chatbots. Bernstein raised ARM's projected related revenue to $22 billion by 2030, up from the prior $15 billion estimate, noting ARM architecture's superior power efficiency makes it naturally suited for next-generation data center workloads.

Within the Semiconductors sector, Intel rose 11.17%, Micron Technology rose 6.63%, Broadcom rose 4.46%, AMD rose 4.23%, and NVIDIA rose 1.04%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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