ARM Holdings Analyst Price Targets - Benzinga

SPY769.58+0.55%QQQ720.78+1.20%BTC/USD80,667.00+0.66%DIA523.11+0.03%GLD372.11+1.17%TLT81.65−0.04%

Premium Services

ARM Holdings PLC

ARMNASDAQ

Trade with Public

Trade with Public

$226.04

2.691.2%

Last update: Oct 27, 1:19 PM

Overview News Earnings ForecastPrice TargetsFinancials Sentiment Ownership Compare Options Stock Report

Connect With Us

About Benzinga

Market Resources

Trading Tools & Education

Benzinga Pro Trading Platform
Options Trading Strategies and News
Stock Market Trading Ideas and Analysis
Technical Analysis Charts and Indicators
Fundamental Analysis and Valuation
Day Trading Guides and Strategies
Live Investor Events
Pre-market Stock Analysis and News
Cryptocurrency Market Analysis and News

Ring the Bell

© 2026 Benzinga | All Rights Reserved

ARM Holdings Analyst Price Targets

Wall Street analyst price targets and consensus rating for ARM Holdings (ARM).

Price Target Range — 5 Quarters

Analyst Consensus — 22 Analysts

16Buy

5Hold

1Sell

Consensus RatingBuy# Analysts22Avg. Consensus PT$272Upside to Avg. PT+20.3%

Rating Trend — Last 9 Months

Recent Analyst Actions

See all ratings →

Date	Firm	Analyst	Action	Rating Change	Price Target
Jul 31, 2026	Rosenblatt	Kevin Cassidy	PT Cut	Buy	$270→$250
Jul 30, 2026	UBS	Timothy Arcuri	PT Cut	Buy	$360→$320
Jul 30, 2026	Morgan Stanley	Lee Simpson	PT Raise	Equal-Weight	$202→$212
Jul 30, 2026	RBC Capital	Srini Pajjuri	PT Cut	Outperform	$475→$340
Jul 30, 2026	TD Cowen	Krish Sankar	PT Cut	Buy	$475→$350
Jul 30, 2026	Wells Fargo	Joe Quatrochi	PT Cut	Overweight	$350→$280
Jul 30, 2026	Guggenheim	John Difucci	Maintained	Buy	$255
Jul 30, 2026	Needham	Charles Shi	Maintained	Buy	$255
Jul 22, 2026	Wells Fargo	Joe Quatrochi	PT Cut	Overweight	$410→$350
Jul 21, 2026	Susquehanna	Chris Rolland	PT Raise	Positive	$300→$320
Jul 20, 2026	UBS	Timothy Arcuri	PT Cut	Buy	$470→$360
Jul 14, 2026	HSBC	Frank Lee	Downgrade	Buy→Hold	$255→$315
Jul 14, 2026	Keybanc	John Vinh	PT Raise	Overweight	$300→$430
Jun 24, 2026	TD Cowen	Krish Sankar	PT Raise	Buy	$265→$475
Jun 24, 2026	UBS	Timothy Arcuri	PT Raise	Buy	$260→$470
Jun 23, 2026	B of A Securities	Vivek Arya	PT Raise	Neutral	$335→$460
Jun 18, 2026	New Street Research	Pierre Ferragu	Downgrade	Buy→Neutral	—
Jun 11, 2026	B of A Securities	Vivek Arya	PT Raise	Neutral	$245→$335
Jun 4, 2026	Mizuho	Vijay Rakesh	PT Raise	Outperform	$425→$500
Jun 1, 2026	Barclays	Tom O'Malley	PT Raise	Overweight	$250→$360

Analyst Ratings News

PRO
Live On CNBC, Bill Baruch Announces Sold Arm Holdings; Sold Entegris

Benzinga Newsdesk

Chip Stocks Repeated a Lehman-Era Losing Streak: Is The Bottom Now In?

The SOX fell eight straight sessions for the first time since 2008. Cantor’s C.J. Muse says equipment is sold out as JPMorgan upgrades Intel.

Piero Cingari

Everyone Bought Nvidia for AI: Now AMD Could Win the $211 Billion CPU Race, Bank Of America Says

Bank of America lifts its AMD target to $720, arguing AI agents will drive server CPU sales to $211 billion by 2030. Nvidia and Intel stay Buy.

Piero Cingari

Meta's Muse Hits No. 1, Carrying AMD Into the $1-Trillion Club

AMD topped $1 trillion as Meta’s Muse led the U.S. free iPhone app chart, fueling bets that AI agents will boost demand for CPUs and AI chips.

Piero Cingari

Broadcom’s AI Competition Fears Look Overblown: Analyst

JPMorgan reiterates Overweight on Broadcom (AVGO), citing intact Google TPU roadmap, surging network demand, and projected $56B+ AI revenue.

Anusuya Lahiri

Everyone Is Chasing Nvidia: BofA Securities Sees $210 Billion CPU Boom for These 3 Stocks

BofA Securities sees AI agents driving server CPU demand to $210 billion by 2030, with AMD, Intel and ARM positioned for the next AI wave.

Piero Cingari