What the analyst said
Mizuho analyst Vijay Rakesh raised the price target on Arm Holdings (NASDAQ: ARM) to $360.00 (from $290.00) while maintaining an Outperform rating.
“Reiterate ARM at Outperform, raise PT to $360 from $290, 2.7x our F28E PEG (prior: 2.2x), as we see tailwinds from both internal CPU ramps in C27E, as well as continued strength from customer CPUs (Grace/Vera/Axion/Cobalt/Graviton), as ARM stands to benefit from Agentic AI CPU ramps under the 3 scenarios laid out above.”
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.
This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.
Where the price stands
ARM trades at $205. The 2 analysts who set a target in the last 3 months range from $320 to $641, with a median of $481. This $360 target is 25% below the median.
Since the note ARM has moved −36% (from $321). 12-month window: day 159 of 365, closes on May 27, 2027.
Track record
This call✓ Target reached on June 1, 2026, 5 days after the note.
Firm track recordMizuho: 93% of its 61 targets at least a year old were reached within 12 months (#2 of 21 firms). Accuracy ranking →
Mizuho on Arm
Mizuho price targets on Arm
8 calls from February 5, 2026 to July 30, 2026. The target went from $160 to $400 (+150%). The rating stayed Buy.
- July 30, 2026Target cut from $500 (−20%)Buy$400
- June 4, 2026Target raised from $425 (+18%)Buy$500
- June 1, 2026Target raised from $360 (+18%)Buy$425
- May 27, 2026 This noteTarget raised from $255 (+41%)Buy$360
- May 6, 2026Target raised from $230 (+11%)Buy$255
- April 6, 2026Target raised from $160 (+44%)Buy$230
- March 25, 2026Kept the $160 targetBuy$160
- February 5, 2026Earliest call shownBuy$160
