Jefferies Raises Price Target for Arm Due to Stronger AI-Driven Demand Outlook

Jefferies has raised its price target for Arm Holdings (NASDAQ:ARM) to $320 from $290, citing stronger demand driven by artificial intelligence workloads. The firm expects Arm's AI CPU revenue to reach $18 billion in fiscal 2031 and highlighted Oracle and ByteDance as new customers.

By Proactive Mon, July 20, 2026 at 8:07 PM GMT+3 2 min read · Yahoo Finance ·

Jefferies Raises Price Target for Arm Due to Stronger AI-Driven Demand Outlook

Tickers: $ARM $ORCL

Topics: AI Semiconductors Stock Analysis

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