By Aditya Raghunath
Publication Date: 2026-05-25 02:55:00
Key Stats for Arm Holdings Stock
- Price change for Arm Holdings stock: 3%
- $ARM Share Price as of May. 22: $307
- 52-Week High: $315
- $ARM Stock Price Target: $232
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What Happened?
Arm Holdings (ARM) stock jumped about 9% on Thursday and another 3% on Friday after Jefferies highlighted a major positive read-through from Nvidia’s latest earnings report.
- The core of the argument is straightforward. NVIDIA said it has visibility for $20 billion in standalone Vera CPU sales this year.
- Vera is Nvidia’s new chip, purpose-built for agentic AI, and it’s built on Arm’s CPU architecture.
- Every Vera CPU sold means royalty revenue for Arm.
Jefferies analyst Janardan Menon kept a Buy rating and $290 price target on Arm Holdings stock, saying the strong demand Nvidia is seeing for Vera should translate into similarly strong demand for Arm’s own AGI CPUs.
He went further, calling Arm’s own guidance of $15 billion in AGI CPU revenue by 2031 “conservative.”
That’s a meaningful statement. The analyst also noted that Nvidia sees the CPU market as a roughly $200 billion revenue opportunity — larger than what most had previously assumed.
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