Jefferies raised Arm Holdings' price target to $290 from $210, citing strong Vera demand and AI infrastructure growth driving hyperscaler CPU market share gains.

Arm Holdings (ARM) stock explodes 14%. See how Bernstein's $300 price target and a $2 billion surge in agentic AI chip demand ignited the chip giant in 2026.

Jefferies raised Arm Holdings' price target to $290 from $210, citing strong Vera demand and AI infrastructure growth driving hyperscaler CPU market share gains.