ARM Holdings Analyst Price Targets - Benzinga

ARM Holdings PLC

ARMNASDAQ

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$223.35

13.026.19%

Ult. Agg.: Oct 26, 7:59 PM

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ARM Holdings Analyst Price Targets - Benzinga

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+20.0%

Rating Trend — Last 9 Months

Recent Analyst Actions

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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?

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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.

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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.

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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