https://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissanceContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissancehttps://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissance#u15822Sat, 27 Jun 2026 13:01:39 +0000Analysts have increased price targets for Arm and AMD due to high demand for AI hardware. Bernstein raised its target for Arm to $500, while UBS increased its 12-month target for AMD. These shifts reflect a broader trend of AI spending visibility extending through 2028.What's confirmed:On June 17, 2026, Bernstein analyst David Dai raised the price target for Arm Holdings plc to $500 from $300.Bernstein maintained an Outperform rating for Arm Holdings plc.Still unconfirmed:Gaming consoles, subscriptions, and memory are becoming more expensive for consumers. https://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissancehttps://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissance#u10554Wed, 24 Jun 2026 00:51:59 +0000Investment firms including Bernstein, Bank of America, and Citi have increased price targets for Intel, AMD, and Arm. This shift follows a perceived CPU renaissance driven by demand for AI-capable data centers. Analysts expect AI spending visibility to extend through 2028.What's confirmed:Bernstein, Bank of America, and Citi raised price targets for server CPUs.Shares of Intel, AMD, and Arm rose following analyst upgrades.Bernstein set a $500 price target for Arm.Bank of America increased targets for Intel, Arm, and Micron as AI spending visibility extends to 2028.Still unconfirmed:Citi issued https://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissancehttps://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissance#u4502Fri, 19 Jun 2026 09:27:31 +0000Bernstein, Bank of America, and Citi have issued bullish projections for server CPUs. These firms cite agentic AI as a primary driver for market growth. Intel and AMD shares rose following the reports.What's confirmed:Bernstein increased price targets for AMD, Arm, and Intel.Agentic AI workloads are expected to drive server CPU demand.Still unconfirmed:Intel shares rose 8% to $115 and AMD rose 4% to $470 in early Thursday trading. https://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissancehttps://www.live-feeds.com/feed/amd-arm-intel-get-price-target-hikes-on-cpu-renaissance#u3630Thu, 18 Jun 2026 19:06:09 +0000Research firm Bernstein increased price targets for AMD, Arm, and Intel due to a CPU renaissance. The firm expects agentic AI workloads to drive server CPU demand. This shift has led to a higher market outlook for server CPUs by 2030.What's confirmed:Bernstein raised price targets for AMD, Arm, and Intel.Bernstein increased the 2030 server CPU total addressable market forecast from $137 billion to $223 billion.The growth is driven by the need for CPUs to manage AI workloads in data centers.Bernstein set a $600 price target for AMD and a $500 price target for Arm.Bank of America double-upgraded