UBS lifts Arm Holdings price target to $470, maintains Buy rating

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UBS raised its price target on Arm Holdings to $470 from $260 and kept a Buy rating on the shares. Mizuho also increased its target to $500 from $425 with an Outperform rating, citing accelerating agentic AI tailwinds as the company's platform expands with Oracle and ByteDance. Mizuho estimates Arm could generate $15 billion in agentic AI infrastructure CPU revenue by fiscal 2031. Arm reported its highest quarterly revenue ever in fiscal Q4 2026 at $1.49 billion, with full-year revenue of $4.92 billion and record full-year royalty revenue of $2.61 billion, driven by growth in Edge AI, smartphones, Physical AI, and Cloud AI where data center royalties more than doubled year-over-year.

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Mizuho cites Arm's platform expanding with Oracle, implying demand for Arm-based solutions

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