Susquehanna Sees Over $1B Annual Royalties From Arm's (ARM) AI XPU [Yahoo! Finance]
Arm Holdings plc - American Depositary Shares (ARM)
Company Research
Source: Yahoo! Finance
Neutral to Positive on January 21, with a $150 price target. The firm noted two “company-changing initiatives” as major triggers for the upgrade, including the production of an AI XPU ASIC together with SoftBank and Broadcom for OpenAI, as well as a custom server CPU, possibly for Meta, which will be Arm's first full silicon product. Although details on the AI XPU are scant, Susquehanna believes the program could ultimately earn more than $1 billion in royalty revenue each year, in contrast to the $2.5 billion in total company royalties projected for this year. Susquehanna expects a royalty default for 2026 models given memory-driven headwinds in Mobile and PC markets, though it notes that such obstacles are “well known”, contrasting the stock's recent 40% drop with efforts that might boost growth above Arm's existing “modest ~10% royalty contribution.” Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing
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ARM
News
- ARM (NASDAQ:ARM) had its price target lowered by analysts at JPMorgan Chase & Co. from $180.00 to $145.00. They now have an "overweight" rating on the stock.MarketBeat
- ARM (NASDAQ:ARM) had its price target lowered by analysts at TD Cowen from $190.00 to $165.00. They now have a "buy" rating on the stock.MarketBeat
- ARM (NASDAQ:ARM) had its "overweight" rating reaffirmed by analysts at KeyCorp.MarketBeat
- ARM (NASDAQ:ARM) had its "outperform" rating reaffirmed by analysts at Royal Bank Of Canada.MarketBeat
- ARM (NASDAQ:ARM) was upgraded by analysts at New Street Research from a "neutral" rating to a "buy" rating.MarketBeat
ARM
Earnings
- 2/4/26 - Beat
ARM
Sec Filings
- 2/4/26 - Form 6-K
- 2/4/26 - Form 6-K
- 1/30/26 - Form 144
- ARM's page on the SEC website