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ARM Holdings PLC ADR (ARM): analyst forecast and price target

$228 −6.94% close 16.10.26 · market cap $261B · Technology · Semiconductors QQQ 0.45%SMH 1.00%SOXL 0.33%SOXS 0.33%
Price targets and ratings of

Analyst consensus

Strong Buy

16 Buy5 Hold0 Sell

Ratings of 21 analysts in the last 3 months · top analysts only

12-month forecast

$299+31.5% upside

Based on 21 price targets given in the last 3 months, the average target is $299, the highest $480, the lowest $150. The average is +31.5% from the last price of $228.

$200$400Jan 26AprJulOctJan 27AprJulOctHigh$480Average$299Low$150
Highest target $480 Average target $299 Lowest target $150
AnalystFirmPrice target RatingUpsideAction Date Move vs SPY
Lee Simpson★★★★★★★★★★#3479 · hits 54% · avg +5.9% Morgan Stanley $212 Hold −6.9% Assigned 18.09.26on TipRanks 08:25 +3.9%next day +15.6% · 5 days +11.3%
David Dai CFA★★★★★★★★★★#1632 · hits 58% · avg +14.1% Bernstein $500 → $480−4.0% Buy +110.7% Reiterated 15.09.26on TipRanks 08:15 +1.6%next day +1.3% · 5 days +35.4%
David O'Connor★★★★★★★★★★#1935 · hits 82% · avg +48.0% Exane BNP Paribas $320 Buy +40.5% Initiated 10.09.26on TipRanks 05:55 −3.2%next day +3.3% · 5 days +3.6%
Vijay Rakesh★★★★★★★★★★#7 · hits 69% · avg +70.3% Mizuho Securities $400 Buy +75.6% Assigned 26.08.26on TipRanks Aug 25 16:30 +3.9%next day +1.0% · 5 days −6.3%
Simon Leopold★★★★★★★★★★#128 · hits 59% · avg +27.9% Raymond James $244 → $272+11.5% Buy +19.4% Reiterated 25.08.26on TipRanks 07:23 +0.8%next day +3.9% · 5 days −2.3%
Sebastien Naji★★★★★★★★★★#429 · hits 74% · avg +33.5% William Blair — Buy — Reiterated 14.08.26on TipRanks 06:25 +0.5%next day −2.4% · 5 days −11.6%
Mark Lipacis★★★★★★★★★★#22 · hits 70% · avg +39.9% Evercore ISI $326 Buy +43.1% Reiterated 30.07.26on TipRanks 09:01 +5.7%next day −1.5% · 5 days +15.1%
Pierre Ferragu★★★★★★★★★★#561 · hits 66% · avg +22.6% New Street $260 Buy +14.1% Upgrade 30.07.26on TipRanks 09:01 +5.7%next day −1.5% · 5 days +15.1%
Christopher Rolland★★★★★★★★★★#31 · hits 63% · avg +39.1% Susquehanna $320 Buy +40.5% Reiterated 30.07.26on TipRanks 07:45 +5.7%next day −1.5% · 5 days +15.1%
Vivek Arya★★★★★★★★★★#155 · hits 61% · avg +25.6% Bank of America Securities $460 → $260−43.5% Hold +14.1% Reiterated 30.07.26on TipRanks 07:30 +5.7%next day −1.5% · 5 days +15.1%
Timothy Arcuri★★★★★★★★★★#3 · hits 77% · avg +53.0% UBS $360 → $320−11.1% Buy +40.5% Reiterated 30.07.26on TipRanks 07:30 +5.7%next day −1.5% · 5 days +15.1%
Harlan Sur★★★★★★★★★★#14 · hits 72% · avg +43.3% J.P. Morgan $240 → $255+6.2% Buy +11.9% Assigned 30.07.26on TipRanks 07:20 +5.7%next day −1.5% · 5 days +15.1%
Srini Pajjuri★★★★★★★★★★#109 · hits 72% · avg +45.6% RBC Capital $475 → $340−28.4% Buy +49.3% Reiterated 30.07.26on TipRanks 07:01 +5.7%next day −1.5% · 5 days +15.1%
Frank Lee CFA★★★★★★★★★★#1672 · hits 45% · avg +25.1% HSBC $315 → $230−27.0% Hold +1.0% Reiterated 30.07.26on TipRanks 06:45 +5.7%next day −1.5% · 5 days +15.1%
Charles Shi★★★★★★★★★★#282 · hits 52% · avg +29.0% Needham $255 Buy +11.9% Reiterated 30.07.26on TipRanks 06:45 +5.7%next day −1.5% · 5 days +15.1%
Joseph Quatrochi★★★★★★★★★★#388 · hits 64% · avg +21.8% Wells Fargo $350 → $280−20.0% Buy +22.9% Assigned 30.07.26on TipRanks 06:35 +5.7%next day −1.5% · 5 days +15.1%
Thomas O'Malley★★★★★★★★★★#33 · hits 62% · avg +42.1% Barclays $360 Buy +58.0% Reiterated 30.07.26on TipRanks 05:07 +5.7%next day −1.5% · 5 days +15.1%
John Vinh★★★★★★★★★★#101 · hits 60% · avg +28.6% KeyBanc — Buy — Reiterated 30.07.26on TipRanks 05:07 +5.7%next day −1.5% · 5 days +15.1%
Pavan Daswani★★★★★★★★★★#12186 · hits 33% · avg −16.0% Citi $300 Buy +31.7% Reiterated 30.07.26on TipRanks 01:45 +5.7%next day −1.5% · 5 days +15.1%
Krish Sankar★★★★★★★★★★#13 · hits 69% · avg +56.0% TD Cowen $475 → $350−26.3% Buy +53.6% Assigned 30.07.26on TipRanks 01:45 +5.7%next day −1.5% · 5 days +15.1%
James Schneider★★★★★★★★★★#315 · hits 63% · avg +27.5% Goldman Sachs $150 Hold −34.2% Reiterated 29.07.26on TipRanks Jul 30 11:02 −6.6%next day +5.7% · 5 days +16.6%
Gary Mobley★★★★★★★★★★#395 · hits 57% · avg +19.3% Benchmark Co. — Hold — Reiterated 29.07.26on TipRanks Jul 30 06:45 −6.6%next day +5.7% · 5 days +16.6%
Janardan Menon★★★★★★★★★★#1078 · hits 59% · avg +14.6% Jefferies $210 → $290+38.1% Buy +27.3% Reiterated 07.05.26on TipRanks 10:15 −9.8%next day −0.8% · 5 days +4.9%
Ross Seymore★★★★★★★★★★#82 · hits 71% · avg +24.8% Deutsche Bank $140 → $205+46.4% Hold −10.0% Reiterated 07.05.26on TipRanks 08:50 −9.8%next day −0.8% · 5 days +4.9%
Kevin Cassidy★★★★★★★★★★#50 · hits 60% · avg +37.9% Rosenblatt Securities $175 → $270+54.3% Buy +18.5% Reiterated 07.05.26on TipRanks 07:10 −9.8%next day −0.8% · 5 days +4.9%
John Difucci★★★★★★★★★★#278 · hits 63% · avg +17.6% Guggenheim $240 → $255+6.2% Buy +11.9% Reiterated 07.05.26on TipRanks 06:45 −9.8%next day −0.8% · 5 days +4.9%
Stephane Houri★★★★★★★★★★#1556 · hits 60% · avg +25.3% Oddo BHF $170 Buy −25.4% Upgrade 05.01.26on TipRanks 06:05 +0.5%next day −1.1% · 5 days −5.4%
Ananda Baruah★★★★★★★★★★#290 · hits 55% · avg +21.5% Loop Capital Markets $155 → $180+16.1% Buy −21.0% Reiterated 12.11.25on TipRanks 15:25 −0.7%next day −4.0% · 5 days −4.9%
Name not given — $190 Buy −16.6% Reiterated 05.11.25on TipRanks Dec 15 09:05 −0.7%next day −0.1% · 5 days −8.0%

Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst

Best analysts covering ARM Holdings PLC ADR

TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.

Most accurate

3 months John Vinh★★★★★★★★★★KeyBanc · #101
Hits 60%301 of 499 Average return +28.6%
1 year Harlan Sur★★★★★★★★★★J.P. Morgan · #14
Hits 72%356 of 497 Average return +43.3%
2 years Ananda Baruah★★★★★★★★★★Loop Capital Markets · #290
Hits 55%247 of 449 Average return +21.5%

Most profitable

3 months Srini Pajjuri★★★★★★★★★★RBC Capital · #109
Hits 72%118 of 164 Average return +45.6%
1 year John Difucci★★★★★★★★★★Guggenheim · #278
Hits 63%306 of 489 Average return +17.6%
2 years Ananda Baruah★★★★★★★★★★Loop Capital Markets · #290
Hits 55%247 of 449 Average return +21.5%

How the average price target moved

The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $299 at a price of $290 (+3.4%); now: $299 at $228 (+31.5%).

$250$300Sep 15Oct 1Oct 15Top analysts$299Average target$299Price$228

PriceAverage targetTop analysts’ target

Recommendation trend · top analysts

0204060131Oct 25235Nov2452Dec52452Jan 26131762Feb153471Mar123472Apr54263May330102Jun340161Jul32512Aug4188Sep231Oct

Strong BuyBuyHoldSell

Rating05.2606.2607.2608.2609.2610.26
Strong Buy533342
Buy42304025183
Hold610161281
Sell321000

Earnings and sales forecast

Next report: 04.11.26 (Q2 2027, date not confirmed)

Earnings per share

Next quarter’s EPS estimate — $0.47 (from $0.45 to $0.49). Last quarter: $0.45.

Sales

Next quarter’s sales estimate — $1.4B (from $1.3B to $1.4B). Last quarter: $1.3B.

Best top-analyst consensus in the sector · Technology

TSMTSMC
ANETArista Networks
UCTTUltra Clean Holdings
ONTOOnto Innovation
CLSnot in our ETFs
About ARM Holdings PLC ADR
  • CEO: Rene Anthony Andrada Haas
  • Employees: 9,584
  • 110 Fulbourn Road, Cambridge, CA, CB1 9NJ, GB
  • www.arm.com

Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These foundational innovations are crucial for semiconductor manufacturers and original equipment manufacturers (OEMs) to develop their own products. The company's diverse portfolio encompasses microprocessors, comprehensive system intellectual property (IP) solutions, graphics processing units (GPUs), physical IP alongside its associated system IPs, various software offerings, development tools, and an array of supplementary services. Its technology underpins a wide spectrum of industries, including the automotive sector, advanced computing infrastructure, consumer electronics, and the burgeoning Internet of Things (IoT) landscape. Established in 1990, Arm Holdings plc maintains its corporate headquarters in Cambridge, United Kingdom. With a significant global footprint, Arm conducts operations across the United States, the People's Republic of China, Taiwan, South Korea, and numerous other international regions. Currently, Arm Holdings plc functions as a subsidiary entity of Kronos II LLC.

Data from the stock’s TipRanks forecast page, read 52 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗