Jim Cramer Discusses “Silly” Thing About Arm Holdings (ARM)

We recently published Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short. Arm Holdings (NASDAQ:ARM) is one of the stocks discussed by Jim Cramer.

British chip design house Arm Holdings (NASDAQ:ARM)’s shares are up by a strong 137% over the past year and by 167% year-to-date. Bernstein discussed the firm earlier this month as it set an Outperform rating and a $300 share price target. The financial firm remarked that Arm Holdings (NASDAQ:ARM) stood to benefit from the growth in CPU demand spurred by the growth in agentic AI computing. Bernstein added that the chip design company’s CPU market could grow by four times over the next four years. TD Cowen also discussed Arm Holdings (NASDAQ:ARM) on May 7th as it raised the share price target to $265 from $165 and kept a Buy rating on the shares. While TD Cowen was also optimistic about the interest that the firm’s CPUs were generating, it added that supply constraints could create hurdles. Cramer discussed Arm Holdings (NASDAQ:ARM) after NVIDIA’s earnings in multiple tweets:

“We have a nice sized position in ARM and while I like it very much, it seems a little silly that it is last night’s BIGGEST winner off of the Nvidia call

“Arm is soaring here… Wow, lots of ARM –burn less hot!!!”

Jim Cramer Discusses "Silly" Thing About Arm Holdings (ARM)

While we acknowledge the risk and potential of ARM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ARM and that has 10,000% upside potential, check out our report about the cheapest AI stock.

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