Multiple institutions collectively raised target prices, ARM hit a historical high

AI AnalysisMizuho and other institutions raised the target price to $360 on the same day. The stock price touched a historical high of $349, with a 10.8% increase leading the semiconductor industry chain.

AI AnalysisAI server complete machine assembler, located in the middle reaches of the data center hardware industry chain; the outbreak of AI server demand directly drives shipment volume; financial compliance risks have not been completely cleared, and the shadow of delisting remains.

AI AnalysisAI computing power GPU leader, the core driver of this industry chain revaluation; ARM architecture is widely used in its data center and edge products; valuation is also at a high level, and changes in export control policies are the main risk.

AI AnalysisChip designer with dual-line layout of CPU and GPU, some product lines use ARM architecture; AI data center expansion drives demand for server CPUs and GPU acceleration cards; continues to be under pressure in market share competition with Nvidia.

AI AnalysisMobile and edge chip manufacturer, core products based on ARM architecture licensing; rising demand for AI edge inference is beneficial to the shipment of its Snapdragon series; the recovery pace of the smartphone market is unstable, dragging down overall revenue expectations.

AI AnalysisCustom AI chip and network interconnection solution provider, serving hyperscale data center customers; the arms race for AI infrastructure acceleration directly drives custom chip orders; customer concentration is high, and changes in single major customers have a significant impact.