
ARM Stock Forecast & Price Target
ARM Analyst Ratings
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.
This aggregate rating is based on analysts' research of ARM Holdings PLC and is not a guaranteed prediction by Public.com or investment advice.
ARM Analyst Forecast & Price Prediction
Start investing in ARM
Order type
Buy in
Order amount
Est. shares
0 shares