Micron, Sandisk, others see price target hikes at Mizuho amid agentic AI tailwinds (MU:NASDAQ)

Micron, Sandisk, others see price target hikes at Mizuho amid agentic AI tailwinds (MU:NASDAQ)

Mizuho raised price targets for MU, SNDK, DELL, ARM & ON, citing agentic AI boosting DRAM, HBM and NAND demand into 2027.

Can Arm stock climb higher after fresh AI-driven analyst upgrades?

Arm Holdings shares surged on Thursday after a series of bullish analyst calls, and continued optimism around artificial intelligence infrastructure demand pushed the semiconductor architecture company to fresh record highs.Arm stock climbed roughly 13.3% during trading to around $342, after touching an intraday all-time high of $349.42. The rally extended the company’s remarkable momentum in 2026, with shares now up more than 210% year to date …

Arm Holdings (ARM) Stock Soars 13% Following Mizuho's Bullish $360 Target Revision

Key Highlights Arm shares climbed 13% during Wednesday’s session, reaching an intraday peak of $345.60 Mizuho Securities upgraded its price forecast from $290 to $360 while keeping its Outperform designation The revised target suggests approximately 19% potential appreciation from Arm’s prior close of $302.71 Achieving $360 would establish a fresh record high for the semiconductor designer The upgrade reflects expectations for sustained DRAM de…