Veytics Intelligence
2026-09-14 · Yahoo

Prediction: Arm Could Be the Picks-and-Shovels Winner of the AI Boom

Quick Read ARM trades at $265 with a BUY rating and $280 price target, up 142% YTD as data center royalties more than doubled year-over-year. NVIDIA's Vera CPU and Meta's AGI co-development anchor a $2B+ pipeline, but ARM's forward P/E of 120 dwarfs NVIDIA's 24x multiple. A Qualcomm litigation verdict in Q4 2026 and a beta of 3.89 make the bear-case drop to $223 a real risk. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Arm didn't make the cut. Enter your email to see the names that beat ARM. The report is free. Enter your email and see if any of your stocks made the cut. Few semiconductor names capture the AI infrastructure story like Arm.

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