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ARM

ARM Stock Forecast & Price Target

ARM Analyst Ratings

Based on 23 analyst ratings
Buy
Strong Buy 35%
Buy 48%
Hold 13%
Sell 0%
Strong Sell 4%

Bulls say

ARM Holdings is the dominant player in the semiconductor IP market, with 99% market share in smartphone CPU cores and a high market share in other battery-powered devices. The company's unique licensing business model and strong position in the mobile, data center, and IoT markets make it well-positioned for future growth. The recent launch of its own CPU products and strong demand for its AGI CPU signal even greater potential upside for the company. However, risks include high customer and end-market concentration, competition from alternative architectures, and outsized ownership by one entity. Based on its impressive 4Q26 results and guidance for 1Q27, we have increased our DCF-derived price target to $255, reflecting an EV/NTM Revenue multiple of about 44.9x.

Bears say

ARM Holdings is seeing strong demand for its next-generation Arm architectures and has secured strategic partnerships and licenses in key markets. However, there is potential for fluctuations in licensing revenue due to the timing and size of large deals, making annual contract value (ACV) a better indicator of long-term licensing momentum. Despite solid growth in licensing revenue, the recent announcement of their own CPU products may pose a threat to their existing royalty business in the future.

ARM has been analyzed by 23 analysts, with a consensus rating of Buy. 35% of analysts recommend a Strong Buy, 48% recommend Buy, 13% suggest Holding, 0% advise Selling, and 4% 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 23 analysts, ARM has a Buy consensus rating as of May 20, 2026. 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 $218.35, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $218.35, 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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