Rosenblatt analyst Hans Mosesmann maintained ARM Holdings Plc (NASDAQ: ARM) with a Buy and raised the price target from $85 to $110. The analyst revised his 12-month price target for ARM upward to $110 from $85 as generative AI class design and licensing momentum have shifted aggressively based on his recent Asia trip and SoC IP checks. The implications are for ARM to enjoy incrementally positive licensing and royalty dynamics in quantity and quality (ASPs). Themes driving ARM’s multi-year roadmap include the v9 architecture shift, AI moving faster to the edge where discrete GPUs are sub-optim…