UBS and TD Cowen Raise Arm Price Targets on June 25; UBS Hikes to $470, TD Cowen to $475

According to BlockBeats, on June 25, UBS raised its Arm price target from $260 to $470, maintaining a buy rating, while TD Cowen raised its target from $265 to $475 with a buy rating. Both firms predict that as agentic AI develops, CPUs may gain importance in data center architecture alongside GPUs. UBS expects Arm-related CPU revenue could reach approximately $13.9 billion by 2030, citing the company's advantages in low latency and energy efficiency valued by cloud providers expanding AI infrastructure.
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