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On June 4, investment firm Mizuho increased its price target on Arm Holdings from $425 to $500 and maintained an Outperform rating. The upgrade reflects confidence in Arm's agentic AI (self-directed AI systems) revenue prospects, driven by expanding partnerships with Oracle and ByteDance.
Why it matters
Mizuho now projects Arm could generate as much as $15 billion（約2.4兆円） in agentic AI infrastructure CPU revenue by fiscal year 2031, prompting the firm to raise its earnings estimates. This suggests the market sees Arm positioned to capture meaningful revenue from the growing demand for AI computing infrastructure.
What to watch
Arm's most recent fiscal Q4 2026 results, posted on May 7, showed revenue of $1.49 billion（約2400億円） and adjusted EPS of $0.60, both beating estimates. For fiscal Q1 2027, management expects revenue of around $1.26 billion（約2000億円） and adjusted EPS between $0.36 and $0.44.
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