Arm is positioned as a key player in AI infrastructure, with its IP embedded in major hyperscalers' hardware. The company reported Q1 FY2027 revenue up 22%, driven by royalty and licensing growth, despite a GAAP EPS miss. Arm's data-center royalty revenue more than doubled year-over-year, and its new AI-focused CPUs are gaining strong customer demand. Analysts set a price target of $612, implying an 83.67% upside, citing the expanding AI data-center market and Arm's growing royalty streams as key growth drivers. Risks include a high valuation, upcoming Qualcomm litigation, and geopolitical factors, but the outlook remains bullish if Arm executes on its AI CPU roadmap.
Following the news highlighting Arm's strong position in AI infrastructure and data-center royalty growth, Arm shares are trading at USD 325.28 on Pluang as of Sep 24, 2026 20:41 WIB, down 2.19% for the day. The stock's market cap stands at $355.17 billion, with a 52-week high of $439.46. Meanwhile, Qualcomm shares are priced at USD 194.78, down 1.25% on the day, reflecting some investor caution amid ongoing litigation risks mentioned in the report.
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