Arm is a publicly owned company headquartered in the US, with SoftBank Group as its parent company. Founded in 1990, the company employs approximately 7,470 individuals. Arm specializes in semiconductor manufacturing and manufactures semiconductor IP equipment.
On March 20, 2026, Arm Holdings' stock gained after HSBC upgraded its rating to Buy from Reduce, raising its price target to $205 from $90. HSBC attributed the upgrade to the chip designer's shift toward AI-driven server processors, arguing this transition from a smartphone-focused licensing model to a broader role in AI server CPUs is not fully reflected in its valuation. Earlier the same day, BofA Securities analyst Vivek Arya highlighted Arm's major transition beyond licensing to building its own CPU chiplets. Arya projected this strategic pivot could significantly expand Arm's opportunity, potentially increasing revenue exposure by up to 30x and operating profit by up to 20x, as it targets a CPU market that could reach $60 billion by 2030. This shift follows expectations that Arm will unveil its first in-house standalone merchant CPU at its upcoming "Arm Everywhere" event in San Francisco, a move Bank of America analysts characterized as a significant departure from the company’s traditional IP-licensing and royalty-based business model, though they also warned of near-term headwinds.
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