ARM (ARM) Stock Forecast & Price Target

Q: What analysts cover ARM?

ARM has been rated by research analysts at Bank of America , Guggenheim , Jefferies Financial Group , 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.

$227.80 -16.99 (-6.94%)

Closing price 10/16/2026 04:00 PM Eastern

Extended Trading

$226.50 -1.30 (-0.57%)

As of 10/16/2026 07:59 PM 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
33.15% 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 33.15% from the current price of $227.80.

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 10/18/25 to 10/18/26	1 Month Ago 9/18/25 to 9/18/26	3 Months Ago 7/20/25 to 7/20/26	1 Year Ago 10/18/24 to 10/18/25
Strong Buy	1 Strong Buy rating(s)	1 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)
Buy	18 Buy rating(s)	18 Buy rating(s)	17 Buy rating(s)	17 Buy rating(s)
Hold	7 Hold rating(s)	7 Hold rating(s)	8 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	$303.32	$300.25	$165.30
Forecasted Upside	33.15% Upside	10.05% Upside	11.36% Upside	-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	2.23	2.53
Consensus Rating	Moderate Buy	Hold	Moderate Buy
Predicted Upside	33.15% Upside	731.83% Upside	18.02% Upside
News Sentiment Rating	Neutral News See Recent ARM News	Positive News	Positive 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
10/15/2026	Weiss Ratings 3 of 5 stars		Reiterated Rating	Hold (C)
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 Subscribe to MarketBeat All Access to unlock brokerage rankings	Kevin Cassidy Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Buy	$270.00 ➝ $250.00	+2.94%
7/30/2026	New Street Research Subscribe to MarketBeat All Access to unlock brokerage rankings	Pierre Ferragu Subscribe to MarketBeat All Access to unlock analyst rankings	Upgrade	Neutral ➝ Buy	$260.00	+9.07%
7/30/2026	UBS Group Subscribe to MarketBeat All Access to unlock brokerage rankings	Timothy Arcuri Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Buy	$360.00 ➝ $320.00	+42.29%
7/30/2026	Guggenheim Subscribe to MarketBeat All Access to unlock brokerage rankings	John DiFucci Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Buy	$255.00	+13.39%
7/30/2026	Wells Fargo & Company Subscribe to MarketBeat All Access to unlock brokerage rankings	Joe Quatrochi Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Overweight	$350.00 ➝ $280.00	+24.51%
7/30/2026	Bank of America Subscribe to MarketBeat All Access to unlock brokerage rankings	Vivek Arya Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Neutral	$245.00 ➝ $335.00	+48.96%
7/30/2026	Morgan Stanley Subscribe to MarketBeat All Access to unlock brokerage rankings	Lee Simpson Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Equal Weight	$202.00 ➝ $212.00	-10.86%
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7/30/2026	Royal Bank Of Canada Subscribe to MarketBeat All Access to unlock brokerage rankings	Srini Pajjuri Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Outperform	$475.00 ➝ $340.00	+42.27%
7/30/2026	TD Cowen Subscribe to MarketBeat All Access to unlock brokerage rankings	Krish Sankar Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Buy	$475.00 ➝ $350.00	+49.69%
7/30/2026	Needham & Company LLC Subscribe to MarketBeat All Access to unlock brokerage rankings	Charles Shi Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Buy	$255.00	+13.39%
7/21/2026	Susquehanna Subscribe to MarketBeat All Access to unlock brokerage rankings	Chris Rolland Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Positive	$300.00 ➝ $320.00	+13.36%
7/20/2026	Jefferies Financial Group Subscribe to MarketBeat All Access to unlock brokerage rankings	Janardan Menon Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Buy	$320.00	+19.76%
7/16/2026	Benchmark Subscribe to MarketBeat All Access to unlock brokerage rankings		Initiated Coverage	Hold
7/14/2026	KeyCorp Subscribe to MarketBeat All Access to unlock brokerage rankings	John Vinh Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Overweight	$300.00 ➝ $430.00	+43.82%
7/14/2026	HSBC Subscribe to MarketBeat All Access to unlock brokerage rankings	Frank Lee Subscribe to MarketBeat All Access to unlock analyst rankings	Downgrade	Buy ➝ Hold	$255.00 ➝ $315.00	+5.35%
6/17/2026	Sanford C. Bernstein Subscribe to MarketBeat All Access to unlock brokerage rankings	David Dai Subscribe to MarketBeat All Access to unlock analyst rankings	Set Target		$500.00	+18.23%
6/8/2026	Mizuho Subscribe to MarketBeat All Access to unlock brokerage rankings	Vijay Rakesh Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Outperform	$425.00 ➝ $500.00	+40.92%
6/1/2026	Barclays Subscribe to MarketBeat All Access to unlock brokerage rankings	Tom O'Malley Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Overweight	$250.00 ➝ $360.00	+1.90%
5/7/2026	Deutsche Bank Aktiengesellschaft Subscribe to MarketBeat All Access to unlock brokerage rankings	Ross Seymore Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Hold	$140.00 ➝ $205.00	-7.05%
5/7/2026	The Goldman Sachs Group Subscribe to MarketBeat All Access to unlock brokerage rankings	James Schneider Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Sell	$125.00 ➝ $150.00	-29.34%
2/5/2026	Evercore Subscribe to MarketBeat All Access to unlock brokerage rankings	Mark Lipacis Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Outperform	$215.00 ➝ $170.00	+62.06%
2/5/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access to unlock brokerage rankings	Harlan Sur Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Overweight	$180.00 ➝ $145.00	+28.06%
1/13/2026	Citigroup Subscribe to MarketBeat All Access to unlock brokerage rankings		Downgrade	Buy ➝ Hold
1/5/2026	Oddo Bhf Subscribe to MarketBeat All Access to unlock brokerage rankings	Stephanie Houri Subscribe to MarketBeat All Access to unlock analyst rankings	Set Target		$170.00	+48.17%
11/12/2025	Loop Capital Subscribe to MarketBeat All Access to unlock brokerage rankings	Ananda Baruah Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Buy	$155.00 ➝ $180.00	+21.30%
7/16/2025	BNP Paribas Exane Subscribe to MarketBeat All Access to unlock brokerage rankings		Upgrade	Neutral ➝ Outperform	$110.00 ➝ $210.00	+42.75%
4/15/2025	KGI Securities Subscribe to MarketBeat All Access to unlock brokerage rankings		Initiated Coverage	Neutral
3/21/2025	Cfra Subscribe to MarketBeat All Access to unlock brokerage rankings	N. Rodelli Subscribe to MarketBeat All Access to unlock analyst rankings	Upgrade	Hold

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Sunday at 09:31 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 Thursday, October 15, 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 shares climbed 2.8% to a current price of $244.79, reflecting strong market sentiment despite recent volatility, as the stock trades well above its 52-week low of $100.02 and continues to attract institutional interest with a consensus rating of Moderate Buy.
The company's annualized contract value rose 13% to $1.73 billion, indicating solid licensing momentum that supports future royalty revenue and provides a leading indicator of sustained growth ahead of upcoming fiscal second-quarter earnings.
Arm Holdings plc reported $0.45 earnings per share for the most recent quarter, beating analysts' consensus estimates of $0.40, while revenue grew 22.4% year-over-year to $1.29 billion, demonstrating the company's ability to outperform market expectations and drive top-line expansion.
Microsoft is adding native Python support to Windows on Arm PCs, which expands the developer ecosystem and improves application compatibility, potentially increasing the adoption of Arm-based processors in the personal computer market and broadening the company's addressable market beyond mobile devices.
Arm Holdings plc maintains a dominant market position with its architecture powering more than 99% of smartphones, providing a stable and high-margin licensing business model that benefits from the global shift toward energy-efficient computing in mobile, automotive, and data center applications.

ARM
Bear Case

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

Arm Holdings plc trades at a premium valuation with a P/E ratio of 252.36, making the stock highly sensitive to interest rate changes and inflation data, which can pressure the share price as investors demand higher returns for the substantial future growth embedded in the current price.
A Delaware jury found that Arm Holdings plc breached its licensing agreement with Qualcomm, creating legal uncertainty and potential risks for future litigation, even though the immediate damages award was minimal, as this ruling could impact the broader commercial relationship and licensing rights.
Insider selling activity has been significant, with CFO Jason Child selling 10,400 shares at an average price of $300.00 in September 2026, and other executives like CEO Rene Haas and CAO Laura Kathleen Bartels also reducing their holdings, which may signal a lack of confidence in the current stock price or a desire to diversify personal portfolios.
The stock has experienced significant volatility, with a beta of 3.78 indicating high sensitivity to market movements, and recent price declines of 6.8% and 4.1% in mid-October 2026 highlight the risk of sharp drawdowns for investors who may not be prepared for such fluctuations.
Arm Holdings plc faces intense competition from other semiconductor companies like AMD and Qualcomm, which are expanding their own AI and data center offerings, potentially eroding Arm's market share and pricing power in key segments as the industry landscape evolves rapidly.

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 33.15% based on their 12-month stock forecasts.

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

ARM has been rated by research analysts at Bank of America, Guggenheim, Jefferies Financial Group, 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 10/15/2026.

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ARM (ARM) Stock Forecast & Price Target