Arm Holdings’ market capitalization surpassed $300 billion in May 2026, peaking at roughly $317 billion on May 21 before settling around $298 billion by mid-August. The AGI CPU, launched in March 2026, marks Arm’s decisive shift from its licensing model to selling its own processors for inference workloads in data centers, with over $2 billion in commitments secured for fiscal years 2027 and 2028. Oracle and multiple hyperscalers in North America and China have signed or expressed interest, with management projecting approximately $15 billion in annual AGI CPU revenue and $25 billion in total revenue by fiscal 2031. SoftBank, which holds approximately 87% of outstanding shares, sees its stake valued at roughly $260 billion, validating the $32 billion paid to take Arm private in 2016, while Bernstein has issued an Outperform rating with a $300 price target.
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