ARM (ARM) Stock Forecast & Price Target

Q: What analysts cover ARM?

ARM has been rated by research analysts at Bank of America , Benchmark , Guggenheim , HSBC , Jefferies Financial Group , KeyCorp , Morgan Stanley , Needham & Company LLC , New Street Research , Piper Sandler , Raymond James Financial , Rosenblatt Securities , Royal Bank Of Canada , Susquehanna , TD Cowen , UBS Group , Weiss Ratings , and Wells Fargo & Company in the past 90 days.

$283.15 -11.22 (-3.81%)

As of 10:59 AM Eastern

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ARM - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Moderate Buy

Based on 27 Analyst Ratings

Sell
1

Hold
7

Buy
19

Based on 27 Wall Street analysts who have issued ratings for ARM in the last 12 months, the stock has a consensus rating of "Moderate Buy." Out of the 27 analysts, 1 has given a sell rating, 7 have given a hold rating, 18 have given a buy rating, and 1 has given a strong buy rating for ARM.

Consensus Price Target

$303.32
7.12% Upside

According to the 27 analysts' twelve-month price targets for ARM, the average price target is $303.32. The highest price target for ARM is $641.00, while the lowest price target for ARM is $145.00. The average price target represents a forecasted upside of 7.12% from the current price of $283.15.

MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.

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ARM Analyst Ratings Over Time

Type	Current Forecast 10/8/25 to 10/8/26	1 Month Ago 9/8/25 to 9/8/26	3 Months Ago 7/10/25 to 7/10/26	1 Year Ago 10/8/24 to 10/8/25
Strong Buy	1 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)
Buy	18 Buy rating(s)	18 Buy rating(s)	19 Buy rating(s)	17 Buy rating(s)
Hold	7 Hold rating(s)	7 Hold rating(s)	7 Hold rating(s)	7 Hold rating(s)
Sell	1 Sell rating(s)	1 Sell rating(s)	1 Sell rating(s)	1 Sell rating(s)
Consensus Price Target	$303.32	$302.63	$286.24	$166.45
Forecasted Upside	7.12% Upside	15.71% Upside	-11.49% Downside	-0.19% Downside
Consensus Rating	Moderate Buy	Moderate Buy	Moderate Buy	Moderate Buy

ARM Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.

ARM Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.

ARM Stock vs. The Competition

Type	ARM	Technology Companies	Broader Market
Consensus Rating Score	2.70	2.24	2.52
Consensus Rating	Moderate Buy	Hold	Moderate Buy
Predicted Upside	7.75% Upside	623.77% Upside	20.54% Upside
News Sentiment Rating	Neutral News See Recent ARM News	Neutral News	Neutral News

Recent Analyst Forecasts and Stock Ratings

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Rating

Upside/Downside

Action

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
9/9/2026	Piper Sandler 2 of 5 stars		Initiated Coverage	Overweight	$320.00	+21.11%
8/25/2026	Raymond James Financial 3 of 5 stars	Simon Leopold 5 of 5 stars	Reiterated Rating	Outperform	$166.00	-30.48%
7/31/2026	Rosenblatt Securities 5 of 5 stars	Kevin Cassidy 5 of 5 stars	Lower Target	Buy	$270.00 ➝ $250.00	+2.94%
7/30/2026	New Street Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Pierre Ferragu Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Upgrade	Neutral ➝ Buy	$260.00	+9.07%
7/30/2026	UBS Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Timothy Arcuri Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Buy	$360.00 ➝ $320.00	+42.29%
7/30/2026	Guggenheim Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	John DiFucci Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy	$255.00	+13.39%
7/30/2026	Wells Fargo & Company Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Joe Quatrochi Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Overweight	$350.00 ➝ $280.00	+24.51%
7/30/2026	Bank of America Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Vivek Arya Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Neutral	$245.00 ➝ $335.00	+48.96%
7/30/2026	Morgan Stanley Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Lee Simpson Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Equal Weight	$202.00 ➝ $212.00	-10.86%
7/30/2026	Royal Bank Of Canada Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Srini Pajjuri Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Outperform	$475.00 ➝ $340.00	+42.27%
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7/30/2026	TD Cowen Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Krish Sankar Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Buy	$475.00 ➝ $350.00	+49.69%
7/30/2026	Needham & Company LLC Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Charles Shi Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy	$255.00	+13.39%
7/21/2026	Susquehanna Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Chris Rolland Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Positive	$300.00 ➝ $320.00	+13.36%
7/20/2026	Jefferies Financial Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Janardan Menon Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy	$320.00	+19.76%
7/17/2026	Weiss Ratings Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Hold (C)
7/16/2026	Benchmark Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Initiated Coverage	Hold
7/14/2026	KeyCorp Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	John Vinh Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$300.00 ➝ $430.00	+43.82%
7/14/2026	HSBC Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Frank Lee Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Buy ➝ Hold	$255.00 ➝ $315.00	+5.35%
6/17/2026	Sanford C. Bernstein Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	David Dai Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Set Target		$500.00	+18.23%
6/8/2026	Mizuho Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Vijay Rakesh Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Outperform	$425.00 ➝ $500.00	+40.92%
6/1/2026	Barclays Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Tom O'Malley Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$250.00 ➝ $360.00	+1.90%
5/7/2026	Deutsche Bank Aktiengesellschaft Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Ross Seymore Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Hold	$140.00 ➝ $205.00	-7.05%
5/7/2026	The Goldman Sachs Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	James Schneider Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Sell	$125.00 ➝ $150.00	-29.34%
2/5/2026	Evercore Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Mark Lipacis Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Outperform	$215.00 ➝ $170.00	+62.06%
2/5/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Harlan Sur Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Overweight	$180.00 ➝ $145.00	+28.06%
1/13/2026	Citigroup Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Downgrade	Buy ➝ Hold
1/5/2026	Oddo Bhf Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Stephanie Houri Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Set Target		$170.00	+48.17%
11/12/2025	Loop Capital Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Ananda Baruah Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$155.00 ➝ $180.00	+21.30%
7/16/2025	BNP Paribas Exane Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Neutral ➝ Outperform	$110.00 ➝ $210.00	+42.75%
4/15/2025	KGI Securities Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Initiated Coverage	Neutral
3/21/2025	Cfra Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	N. Rodelli Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Upgrade	Hold

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Thursday at 10:53 AM ET.

Should I Buy ARM Stock? ARM Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Monday, October 5, 2026. Please send any questions or comments about these ARM pros and cons to contact@marketbeat.com.

ARM
Bull Case

Here are some ways that investors could benefit from investing in Arm Holdings plc:

Arm Holdings plc is positioned to benefit significantly from the shift toward agentic AI, a trend that analysts suggest will drive increased demand for Arm-based computing infrastructure and potentially allow the company to capture more revenue per system by selling its own data-center CPUs.
The company demonstrated strong financial performance in its most recent quarter, reporting earnings per share of $0.45, which beat the consensus estimate of $0.40, while revenue of $1.29 billion exceeded expectations and grew 22.4% year-over-year, indicating robust licensing momentum.
Wall Street maintains a positive outlook on the stock, with a consensus rating of Moderate Buy and a recent price target of $303.32, which is nearly identical to the current stock price of $302.90, suggesting that analysts believe the current valuation is fair relative to the company's growth trajectory.
Arm Holdings plc has seen a substantial year-to-date advance of approximately 187%, reflecting strong investor confidence in its role as a key beneficiary of the broader AI infrastructure buildout and its expanding market share in energy-efficient computing.
The company's strategic focus on energy-efficient computing products, including its Neoverse platforms for cloud and data-center infrastructure, aligns with the growing industry demand for sustainable and high-performance computing solutions in an era of expanding AI workloads.

ARM
Bear Case

Investors should be bearish about investing in Arm Holdings plc for these reasons:

Arm Holdings plc is currently engaged in a high-stakes legal trial with Qualcomm in Delaware federal court, where Qualcomm alleges that Arm withheld chip-testing tools and improperly disclosed a termination threat, creating material legal risk that could affect billions of dollars in future royalty payments.
The stock carries an unusually high beta of 3.78, indicating extreme sensitivity to market volatility, which means that even minor market downturns could result in significant price swings for investors, a risk that is amplified by the stock's recent 187% year-to-date run.
With a P/E ratio of 312.27, the company is trading at a premium valuation that leaves little room for disappointment, as any underperformance in licensing momentum or AI demand could lead to a sharp correction in the stock price.
Recent insider activity shows a pattern of selling, with CFO Jason Child selling 10,400 shares in September 2026 and CEO Rene Haas selling shares in March 2026, which may signal that company executives are taking advantage of the high stock price to reduce their personal exposure.
The company's business model faces potential disruption if it moves to sell its own data-center CPUs, as this could alter its relationship with the same customers that license its technology, raising questions about whether this strategy will strengthen its competitive moat or create conflicts of interest.

ARM Forecast - Frequently Asked Questions

According to the research reports of 27 Wall Street equities research analysts, the average twelve-month stock price forecast for ARM is $303.32, with a high forecast of $641.00 and a low forecast of $145.00.

27 Wall Street analysts have issued "buy," "hold," and "sell" ratings for ARM in the last year. There is currently 1 sell rating, 7 hold ratings, 18 buy ratings and 1 strong buy rating for the stock. The consensus among Wall Street analysts is that investors should "moderate buy" ARM shares.

According to analysts, ARM's stock has a predicted upside of 7.12% based on their 12-month stock forecasts.

Over the previous 90 days, ARM's stock had 2 upgrades and 1 downgrade by analysts.

ARM has been rated by research analysts at Bank of America, Benchmark, Guggenheim, HSBC, Jefferies Financial Group, KeyCorp, Morgan Stanley, Needham & Company LLC, New Street Research, Piper Sandler, Raymond James Financial, Rosenblatt Securities, Royal Bank Of Canada, Susquehanna, TD Cowen, UBS Group, Weiss Ratings, and Wells Fargo & Company in the past 90 days.

Analysts like ARM more than other "technology" companies. The consensus rating for ARM is Moderate Buy while the average consensus rating for "technology" companies is Hold. Learn more on how ARM compares to other companies.

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MarketBeat monitors more than a dozen sources for ARM analyst ratings, with the most recent rating issued on 9/9/2026.

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ARM (ARM) Stock Forecast & Price Target