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Bernstein on ARM: AGI CPU on Track, Meta to Drive FY28 — Outperform, $480 PT

Posted on by Eben@CANSLIM Research
Eben@CANSLIM Research's avatarEben@CANSLIM Research

Bernstein has reiterated an Outperform rating on ARM Holdings (ARM) with a US$480 price target, implying roughly 101% upside from the US$239.01 close on 14 September 2026. In takeaways from its 23rd SDC in London, the broker said ARM’s in-house AGI CPU programme is “well on track,” with Meta expected to take about 90% of a planned US$1bn FY28 revenue opportunity. Bernstein said demand already exceeds US$2bn, but supply — chiefly TSMC advanced-node capacity — remains the binding constraint.

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