Evolution of the Average Target: Arm Holdings plc

Evolution of the Target Price: Arm Holdings plc

Changes in Analyst Recommendations: Arm Holdings plc

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07-07 How does the AI Capex look three years down the line? Alphavalue
06-25 ARM Holdings plc: Model update after FY 26 results Alphavalue
06-24 UBS Adjusts ARM Price Target to $470 From $260, Maintains Buy Rating MT
06-18 New Street Research Downgrades ARM to Neutral From Buy, $375 Price Target MT
06-11 Rising Agentic AI Workloads Expected to Boost Demand for CPUs, BofA Says MT
06-11 BofA Raises Price Target on ARM Holdings to $335 From $245, Keeps Neutral Rating MT
05-07 Morgan Stanley Adjusts ARM Holdings Price Target to $202 From $191 MT
05-07 ARM to Benefit From Agentic AI-Driven CPU Growth, RBC Says MT
05-07 UBS Adjusts Price Target on ARM to $260 From $245, Maintains Buy Rating MT
05-07 RBC Capital Adjusts ARM Holdings PT to $260 From $175, Maintains Outperform Rating MT
05-07 Deutsche Bank Adjusts ARM Holdings Price Target to $205 From $140, Maintains Hold Rating MT
05-07 ARM Holdings plc: Arm's AI infrastructure pivot accelerates growth trajectory Alphavalue
05-06 Advanced Micro Devices Set to Command Half of Growing Server CPU Market, BofA Says MT
05-06 Advanced Micro Devices CPU Momentum Strong, GPU Upside Key for Outperformance, RBC Says MT
05-05 UBS Adjusts Price Target on ARM to $245 From $175, Maintains Buy Rating MT
04-17 BofA Adjusts Price Target on ARM Holdings ADR to $180 From $155, Maintains Neutral Rating MT
04-07 Arm downgraded by Morgan Stanley, shares tumble Zonebourse
04-02 ARM Holdings plc: Target upgrade by 12.2% Alphavalue
04-02 ARM Holdings plc: Re-evaluating our position on ARM after the change in business plan Alphavalue
03-25 Arm's New Strategy May Offer Major Revenue Growth, Earnings Potential, RBC Says MT
03-25 Arm Fiscal 2031 Outlook Seen 'Too Ambitious' Despite CPU Opportunity, BofA Says MT
03-25 BofA Securities Raises Price Target on ARM Holdings to $155 From $140, Maintains Neutral Rating MT
03-25 Deutsche Bank Adjusts ARM Holdings Price Target to $140 From $125, Maintains Hold Rating MT
03-25 RBC Boosts Price Target on ARM Holdings to $175 From $130, Keeps Outperform Rating MT
03-25 Raymond James Upgrades ARM Holdings to Outperform From Market Perform, Price Target is $166 MT

Consensus Analysts' recommendations evolution (4 months) Financial estimates divergence Analysts' Target price divergence Objective/dr gap
-7.59%
+42.98%
+17.35%
+30.94%
+51.74%
+47.77%
-7.49%
-7.19%
-4.32%
+47.14%
Average +21.13%
Weighted average by Cap. +30.99%
See all sector consensus

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
40
Last Close Price
323.39USD
Average target price
298.84USD
Spread / Average Target
-7.59%
High Price Target
500.00USD
Spread / Highest target
+54.61%
Low Price Target
125.00USD
Spread / Lowest Target
-61.35%

Analyst Consensus Detail

Consensus revision (last 18 months)

Analysts covering the company

alphavalue Utsav Sinha
UBS
New Street
BofA Securities
Morgan Stanley
RBC Capital Markets
Deutsche Bank Securities
Raymond James
HSBC
Susquehanna
Goldman Sachs
William Blair & Co.
Seaport Global Securities
BNP Paribas Exane
President Capital Management
Fubon Securities
Bernstein
Benchmark Company
CICC Research
Evercore ISI
KeyBanc Capital Markets
Mizuho Securities
Daiwa Securities
Rosenblatt Securities
JPMorgan Chase
Jefferies & Co.
Wells Fargo Securities
Citigroup
Barclays
TD Cowen
Loop Capital
Wolfe Research
Guggenheim
BMO Capital
Redburn
Needham & Co.
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
40
Last Close Price
323.39USD
Average target price
298.84USD
Spread / Average Target
-7.59%

Quarterly revenue - Rate of surprise

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