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ARM Stock Forecast & Price Target

ARM Analyst Ratings

Based on 20 analyst ratings
Buy
Strong Buy 45%
Buy 45%
Hold 10%
Sell 0%
Strong Sell 0%

Bulls say

Arm Holdings demonstrated strong financial performance with license revenue reaching $634 million, reflecting a 53% increase year-over-year and a 57% rise sequentially, driven by significant license agreements and backlog contributions. The company has experienced robust partner demand, signing 13 CSS licenses with a balanced mix across mobile, PC, infrastructure, and automotive sectors, indicating a diversified client base and growth potential. Additionally, revenues from smartphone customers grew approximately 30% year-on-year, substantially surpassing market estimates, suggesting a resilient market position amid overall industry challenges.

Bears say

Arm Holdings is projecting Q1 2026 revenue of $1.0-$1.1 billion and EPS of $0.30-$0.38, which fall short of Wall Street expectations by $45 million and $0.08, respectively, indicating a potential slowdown in growth. The mobile industry is facing challenges, including a maturing and saturated customer base, leading to elongating replacement cycles and stagnant product turnover as economic softness persists. Additionally, the company anticipates a 28% quarter-over-quarter decline in its licensing revenue, alongside a 2% decrease in royalties, suggesting that the outlook remains negatively impacted by seasonally weaker smartphone volumes and lack of positive catalysts in the near term.

ARM has been analyzed by 20 analysts, with a consensus rating of Buy. 45% of analysts recommend a Strong Buy, 45% recommend Buy, 10% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of ARM Holdings PLC and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About ARM Holdings PLC (ARM) Forecast

Analysts have given ARM a Buy based on their latest research and market trends.

According to 20 analysts, ARM has a Buy consensus rating as of Nov 4, 2025. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $169.30, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $169.30, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

ARM Holdings PLC (ARM)


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