Quick Read – ARM dropped 33% from its June peak to $277, but our model rates it a BUY with a $316 target and 90% confidence. – NVDA’s Vera CPU runs on Arm architecture, while QCOM trades at a P/E of 34 compared to ARM’s stretched multiple of 356. – Arm holds 50% CPU share at top…
perscalers, with $2 billion in AGI CPU demand flagged for 2027-28 supporting a bull-case target of $439. – Arm’s ADRs rallied sharply to a 12-month peak in mid-June, then pulled back significantly over the past four weeks. The question for shareholders is whether the pullback is a gift or a warning
Our proprietary model says the former. Arm (NASDAQ:ARM) currently trades at $277.01. Our 24/7 Wall St. price target for Arm is $315.98, implying roughly 14.07% upside over the next 12 months.
We rate the stock a buy with a 90% confidence level. 24/7 Wall St. Price Target Summary The Selloff After a Blowout Rally Arm shares are down 7.74% over the past week and 32.85% over the past month after peaking at $412.55 in mid-June. Year to date, the stock is up 153.42%, and it has gained 88.3% over the past year.