Arm Holdings (ARM) shares have risen 123% since early January to close at $255 on October 13, but remain 28% below their June 30 close of $355. Arm launched its first silicon product, the Arm AGI CPU developed with lead partner Meta, in March; on the July 29 earnings call, CEO Rene Haas said demand for the chip exceeds $2 billion. On October 13, a Delaware jury found Arm breached a Qualcomm license and awarded $2 in nominal damages, while a judge has yet to rule on whether Qualcomm can stop paying royalties for five years. Analyst ratings stand at 21 Buy, 8 Outperform, 12 Hold, 1 Underperform and 1 Sell, with a mean target of $291, about 14% above the price.
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