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UBS and TD Cowen sharply raise Arm target price, betting on revaluation of AI data center CPUs.

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Mars Finance News, June 25 - Arm's stock price followed the pullback in the high-valuation AI sector this week, but some Wall Street analysts believe this adjustment does not change the company's long-term position in AI data centers. UBS raised its target price for Arm from $260 to $470, maintaining a Buy rating; TD Cowen raised its target price from $265 to $475, also maintaining a Buy rating. The common judgment of both institutions is that with the development of agentic AI, the importance of CPUs in data center architecture may increase, rather than GPUs continuing to dominate the investment narrative alone. TD Cowen believes that in the long term, CPUs may have a better strategic position in some AI workloads. UBS emphasizes that the real debate in the market is about the revenue potential of Arm's self-developed or independent CPU business. The bank estimates that Arm's related CPU revenue could reach approximately $14 billion by 2030, although the company itself has indicated that this business will not have a material impact on finances until fiscal 2028. Arm's advantages lie in low latency and energy efficiency, metrics that major cloud providers are increasingly focusing on as they expand AI infrastructure. Even if the stock price pulls back from recent highs, analysts still view Arm as one of the main beneficiaries of the server CPU upgrade cycle.
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