Markets open

Arm Holdings plc American Depositary Shares

ARM · NASDAQ-GS

Analyst Consensus

Buy

23 analysts

$277

Current

—

Low

$260

Average

—

High

Average target implies -6.09% versus the current price.

Analyst Ratings Synthesis

Consensus is Buy across 23 analysts, with a supplied mean target of $260; the low and high targets are unavailable, so the full dispersion cannot be measured. Named targets range from New Street’s $260 to UBS analyst Timothy Arcuri’s $320, while another unnamed analyst raised a price objective to $315. Among identifiable actions, UBS is the most bullish by target and New Street is the least bullish, although neither defines the overall consensus range. Revisions were mixed over the past week: New Street upgraded Arm to Buy from Neutral, while UBS cut its target to $320 from $360. The substantive disagreement is whether AI, cloud and data-center growth can offset execution risks and an elevated valuation.

Rating Actions

No individual rating actions have been captured for ARMyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

BARCLAYS CAPITA

BMO CAPITAL MKT

CO FORECST

DAIWA AMERICA

DEUTSCHE BK SEC

GOLDMAN SACHS

GUGGENHEIM SEC.

HSBC GLOBAL RES

JEFFERIES & CO.

JP MORGAN SECUR

KEYBANC CAP MKT

LOOP CAPITAL MK

MIZUHO SECURITI

NEEDHAM & CO.

ROSENBLATT SEC

ROTHSCHILD REDB

SANFORD BERNSTE

SOCIETE GENERAL

SUSQUEHANNA

TD COWEN

WELLS FARGO SEC

WOLFE RESEARCH

Symbol: ARM
Type: Stock
Sector: Technology
Industry: Semiconductors
Country: Europe
Exchange: NASDAQ-GS

Arm is the foundational platform for AI, delivering power-efficient, high-performance computing that touches 100 percent of the connected global population. To meet the insatiable demand for compute, Arm's platform spans core IP, advanced compute subsystems and purpose-built silicon, giving the world's leading technology companies the flexibility to design, build and deploy AI at scale. Arm has the world's largest computing ecosystem, including over 22 million developers, and together we are building the future of AI on Arm.

Key Issues

Bullish view

Arm is exposed to AI-driven growth in cloud, edge and automotive markets, while its latest quarterly report beat estimates and highlighted data-center strength. That combination supports continued earnings expansion.

Bearish view

The shares had already experienced a sharp July pullback, and Zacks identified execution and elevated expectations as central risks. Strong demand may therefore be insufficient if results do not keep exceeding a high valuation bar.