Chip

2026

Record

<h3 id="key-takeaways">Key Takeaways</h3>
<ul>
 <li>ARM Holdings stock hovers around $223, climbing approximately 15% in recent trading, nearing its 52-week peak of $239.50 with a market capitalization exceeding $235 billion.</li>
 <li>CNBC’s Jim Cramer tweeted “ARM what a horse” on X, revealing his charitable trust maintains a position and believes the stock remains undervalued.</li>
 <li>Fiscal 2026 results showed revenue reaching $4.92 billion, representing 23% year-over-year growth, while non-GAAP earnings per share touched a record $0.60 in Q4, exceeding analyst expectations.</li>
 <li>In March 2026, CEO Rene Haas introduced ARM’s inaugural chip, the AGI CPU, with projections of $15 billion in annual revenue by 2031, triggering a 16% single-day stock surge.</li>
 <li>Wall Street remains optimistic, with Sanford C. Bernstein establishing coverage at Outperform and a $300 target, despite ongoing antitrust scrutiny that could pose headwinds.</li>
</ul>
<blockquote>
 When Jim Cramer took to X this week with a succinct message about ARM Holdings — “ARM what a horse” — the market paid attention. Coming from someone who publicly discloses ownership through his charitable trust, the four-word endorsement carried weight.
</blockquote>
Cramer hasn’t been shy about his ARM conviction. In January, he urged CNBC audiences to accumulate shares, arguing the valuation hadn’t caught up to reality and citing humanoid robotics as a catalyst that would make the company’s financials “gigantic.” This wasn’t generic hype — it was a targeted investment thesis.
<a href="https://knockoutstocks.com/stock/ARM" rel="noopener noreferrer nofollow"> <img src="https://knockoutstocks.com/api/stocks/ARM/embed" alt="ARM Stock Card"> Arm Holdings plc American Depositary Shares, ARM </a>
Shares were changing hands near $223 at recent check-in, approaching the 52-week zenith of $239.50. Year-to-date performance shows ARM has approximately doubled in 2026.
<h3 id="financial-performance-validates-the-momentum">Financial Performance Validates the Momentum</h3>
Cramer’s endorsement resonated precisely because ARM’s underlying business performance justified the enthusiasm. Full fiscal 2026 revenue reached $4.92 billion, marking 23% expansion from the prior year. This represents the third consecutive year of growth exceeding 20%. The March quarter delivered record non-GAAP earnings per share of $0.60, surpassing the Street’s $0.58 consensus.
<blockquote>
 Bank of America research highlighted data center revenue growth exceeding 100% annually. In February, CEO Rene Haas was direct: “Our data center business is exploding.”
</blockquote>
This transformation represents the heart of <a href="https://coincentral.com/arm-stock-hits-all-time-high-and-analysts-think-it-has-more-room-to-run/" rel="noopener noreferrer nofollow">ARM’s</a> evolution. What began as a smartphone intellectual property licensing model is rapidly pivoting. Haas now forecasts data centers will eclipse smartphones as the company’s primary revenue generator within several years.
<h3 id="arm-s-first-ever-chip-rewrites-growth-expectations">ARM’s First-Ever Chip Rewrites Growth Expectations</h3>
The watershed moment arrived March 24, when Haas unveiled something unprecedented in ARM’s 35-year existence: the company’s own silicon.
Dubbed the AGI CPU, this chip targets AI inference workloads in hyperscale data centers. Management projects this single product line will deliver approximately $15 billion in annual revenue by 2031 — roughly six times ARM’s entire 2025 top line. Haas outlined a path to $25 billion in total company revenue by that same timeframe.
Strategic collaborators announced alongside the launch included <a href="https://coincentral.com/meta-stock-is-lagging-its-rivals-will-ai-layoffs-change-that/" rel="noopener noreferrer nofollow">Meta</a>, OpenAI, Cloudflare, and SK Telecom. Shares rocketed 16% during that trading session.
Analyst upgrades followed swiftly. Sanford C. Bernstein initiated with an Outperform designation and $300 price objective. Rosenblatt elevated its target to $270. TD Cowen moved to $265. Among 27 covering analysts, 20 maintain Buy-equivalent ratings.
The valuation carries risk — ARM trades at roughly 265 times trailing twelve-month earnings — and complications exist. Several law firms have launched securities-fraud inquiries related to reports of a Department of Justice antitrust investigation into ARM’s licensing practices. During the Q4 earnings call, Haas also noted smartphone royalty softness continues to pressure near-term results.
Insider transactions have persisted as well. Haas divested approximately $1.5 million in stock during April through a predetermined 10b5-1 trading arrangement. Director William Abbey sold $1.49 million worth in May, also via a pre-scheduled plan associated with tax obligations from equity compensation.
The 39-analyst consensus from Stock Analysis shows a Buy rating with a mean price target of $229, essentially aligned with current trading levels.
The post <a href="https://blockonomi.com/arm-holdings-arm-stock-surges-15-following-cramers-endorsement-and-record-earnings/" rel="noopener noreferrer nofollow">ARM Holdings (ARM) Stock Surges 15% Following Cramer’s Endorsement and Record Earnings</a> appeared first on <a href="https://blockonomi.com" rel="noopener noreferrer nofollow">Blockonomi</a>.

ARM Holdings (ARM) Stock Surges 15% Following Cramer’s Endorsement and Record Earnings

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