Investor confidence drives ARM stock up after Bernstein predicts fivefold profit growth by 2030 amid AI-driven CPU demand.
Arm Holdings (NASDAQ:ARM) shares jumped 46.5 percent week-on-week, fueled by Bernstein’s projection of a fivefold increase in profits by 2030. The firm cited Arm’s potential to dominate the CPU market for agentic AI, shifting from chatbot applications.
The company reported a 49 percent rise in fourth-quarter net income to $313 million, with revenue climbing 20 percent to $1.49 billion. For Q1 fiscal 2027, Arm expects revenue of $1.26 billion, a 19.6 percent year-over-year increase.
Bernstein also forecasted a fourfold expansion in Arm’s CPU market share, targeting a $137 billion opportunity, driven by power efficiency advantages in server CPUs.