On June 18, ARM Holdings rose 5.91% in regular trading, trading at $449.09/share, with turnover of $403 million. The rally came amid a broad semiconductor sector advance and a significant analyst upgrade.

Bernstein released a research report identifying ARM as the biggest structural beneficiary of the Agentic AI era, raising its target price from $300 to $500 while maintaining an outperform rating. The firm dramatically increased its 2030 global server CPU total addressable market forecast from $137 billion to $223 billion, citing Agentic AI's substantially higher CPU resource requirements compared to traditional chatbots. Bernstein raised ARM's projected related revenue to $22 billion by 2030, up from the prior $15 billion estimate, noting ARM architecture's superior power efficiency makes it naturally suited for next-generation data center workloads.

Within the Semiconductors sector, Intel rose 11.17%, Micron Technology rose 6.63%, Broadcom rose 4.46%, AMD rose 4.23%, and NVIDIA rose 1.04%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)