
ARM · Nasdaq
The supplied consensus is Buy across 23 analysts. Its target figures list a low of $272, a mean of $280 and a high of $272; because the stated mean exceeds the stated high, they do not establish a reliable target cluster or spread. The evidence does not identify the most- or least-bullish current analysts, nor does it show the direction of consensus revisions during this week. It does show a substantive divide around Arm’s demanding valuation and macro risks versus the potential of its high-margin licensing model and growing data-center presence. The named Morgan Stanley and New Street Research actions in the evidence date to July, not this week.
| Firm | Analyst | Rating | Price Target | Upside | Date | Source |
|---|---|---|---|---|---|---|
| Raymond James | — | $272 | +28.3% | Aug 25, 2026 | Open the report this row came from |