On June 25, ARM Holdings rose 7.24% overnight, trading at $384.00 USD/share, with turnover of $224,400. The stock rebounded sharply following a steep selloff in the prior session amid a broader tech rout that hit Japanese and Korean semiconductor stocks.

On the news front, multiple Wall Street firms issued significant target price upgrades for ARM. UBS raised its target from $260 to $470 while maintaining a buy rating. Bank of America raised its target from $335 to $460, citing AI-related spending visibility extending through 2028. Bernstein upgraded its target from $300 to $500, highlighting ARM as the top structural beneficiary of the agentic AI era, which is expected to drive the global server CPU market from $370 billion to $2.23 trillion by 2030.

Additionally, SoftBank CEO Masayoshi Son stated that ARM's current market capitalization could grow tenfold as AI architecture shifts toward CPU-centric designs. SoftBank holds a controlling stake in ARM, and Son's bullish outlook provided further sentiment support following the prior session's 10% decline.

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