TOP-5 Price Targets of Analysts on 18.05.26
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ARM Holding [US0420682058] Bernstein initiates coverage with "Outperform" and price target of 300 USD (43% upside potential) Bernstein analyst David Dai sees Arm as a structural winner in the next phase of AI. His core thesis is that agent-based AI will change the architecture in data centers. While GPUs currently dominate (approximately 8:1 compared to CPUs), the importance of CPUs is expected to rise significantly, shifting the ratio towards 2:1 or even 1:1. This would lead to substantial growth in the server CPU market, which could quadruple...
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