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Seeking Alpha

Bernstein lifts Arm target to $500 and raises AMD, Arm and Intel forecasts as agentic AI boosts server CPU demand

Bernstein raised Arm’s price target to $500 and also increased its ratings and price targets for AMD, Arm and Intel, citing a surge in server CPU demand driven by “agentic AI.” The firm lifted its 2030 estimate for the server CPU total addressable market to $223B from $137B. The revision reflects a reassessment of structural growth in AI workloads, which feeds into earnings expectations and valuation benchmarks for server CPU suppliers such as Arm and Intel.
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