William Blair Reiterates Outperform on ARM, Citing Long-Term AI Tailwinds

Arm Holdings plc (NASDAQ:ARM) is one of the Trending AI Stocks on Wall Street. On December 12, William Blair analyst Sebastien Naji reiterated an “Outperform” rating on the stock, citing long-term growth drivers. Naji views structural tailwinds coming from v9 royalties, AI demand, and full-chip solutions. With shares trading at a PE multiple of 68 times the firm’s calendar 2026 estimate, the firm continues to view ARM as a long-term winner in the semi space. It highlighted five specific growth catalysts ...