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 , Raymond James Financial , Rosenblatt Securities , Royal Bank Of Canada , Sanford C. Bernstein , Susquehanna , TD Cowen , UBS Group , Weiss Ratings , and Wells Fargo & Company in the past 90 days.

$252.09 0.00 (0.00%)

As of 09/4/2026 04:00 PM Eastern

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

Consensus Rating

Moderate Buy

Based on 26 Analyst Ratings

Sell
1

Hold
7

Buy
18

Based on 26 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 26 analysts, 1 has given a sell rating, 7 have given a hold rating, and 18 have given a buy rating for ARM.

Consensus Price Target

$305.13
21.04% Upside

According to the 26 analysts' twelve-month price targets for ARM, the average price target is $305.13. The highest price target for ARM is $641.00, while the lowest price target for ARM is $140.00. The average price target represents a forecasted upside of 21.04% from the current price of $252.09.

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 9/7/25 to 9/7/26	1 Month Ago 8/8/25 to 8/8/26	3 Months Ago 6/9/25 to 6/9/26	1 Year Ago 9/7/24 to 9/7/25
Strong Buy	0 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)	20 Buy rating(s)	18 Buy rating(s)
Hold	7 Hold rating(s)	7 Hold rating(s)	6 Hold rating(s)	6 Hold rating(s)
Sell	1 Sell rating(s)	1 Sell rating(s)	1 Sell rating(s)	1 Sell rating(s)
Consensus Price Target	$305.13	$285.33	$230.04	$167.65
Forecasted Upside	21.04% Upside	0.98% Upside	-29.19% Downside	21.34% Upside
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	2.65	2.23	2.53
Consensus Rating	Moderate Buy	Hold	Moderate Buy
Predicted Upside	21.04% Upside	411.75% Upside	14.03% Upside
News Sentiment Rating	Positive News See Recent ARM News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

Rating

Upside/Downside

Action

Time Frame

Start Date

End Date

Show

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
8/25/2026	Raymond James Financial 3 of 5 stars	Simon Leopold 5 of 5 stars	Reiterated Rating	Outperform
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 4 of 5 stars	Pierre Ferragu Not Rated	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
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%
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%
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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
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
9/18/2024	William Blair Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Sebastien Naji Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Initiated Coverage	Outperform

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Monday at 11:46 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 Sunday, September 6, 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 recently reported strong financial performance for the quarter ended July 30, 2026, with revenue of $1.29 billion, which exceeded the consensus estimate of $1.26 billion and represented a 22.4% year-over-year increase. This growth trajectory is supported by the company's strategic push into the AI data center market, where analysts suggest the company's AGI CPU initiatives could unlock approximately $15 billion in revenues by fiscal year 2031, signaling significant long-term upside potential for investors.
The stock currently trades at $252.09, which is below the average analyst price target of $305.12 and the consensus rating of "Moderate Buy." With eighteen analysts assigning a Buy rating compared to only one Sell rating, the current valuation may present an opportunity for investors to enter the position before the stock reaches its projected fair value, particularly given the recent positive earnings surprises.
Institutional investor sentiment has shown notable positive shifts in the second quarter of 2026, with several large firms increasing their stakes in the company. For instance, Concurrent Investment Advisors LLC increased its position by 239.3% to hold 30,570 shares, and NEOS Investment Management LLC boosted its holdings by 21.6% to 87,397 shares. This accumulation by sophisticated institutional investors often indicates confidence in the company's future growth and stability.
Arm Holdings plc is expanding its product portfolio beyond traditional mobile processors into high-growth areas such as neural processing units and system-on-chip designs for AI infrastructure. The company's collaboration with Samsung on a 2nm process AI chip project highlights its ability to stay at the forefront of semiconductor technology, positioning it to capture revenue from the rapidly expanding artificial intelligence and cloud computing sectors.
The company maintains a robust licensing and royalty business model, which typically offers high margins and predictable cash flows. With a net margin of 20.25% and a return on equity of 12.24% in the most recent quarter, Arm Holdings plc demonstrates efficient capital management and profitability, providing a solid financial foundation that can support sustained shareholder value creation even in volatile market conditions.

ARM
Bear Case

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

Arm Holdings plc faces significant governance and shareholder risk due to the proposed $800 million compensation package for CEO Rene Haas, which has drawn opposition from key shareholder advisers and sparked reports of a potential shareholder revolt. This controversy could distract management from operational goals and create uncertainty for investors, potentially impacting the stock's performance and corporate reputation in the near term.
The company's valuation remains extremely high, with a Price-to-Earnings (P/E) ratio of 259.89 and a PEG ratio of 7.47. These metrics indicate that the stock is priced for near-perfect execution and sustained high growth, leaving little room for error. Any disappointment in future earnings or guidance could lead to a sharp correction in the stock price, as seen in the volatility where the stock has traded between a 52-week low of $100.02 and a high of $452.70.
There is a notable pattern of insider selling among key executives, which may signal a lack of confidence in the stock's near-term upside. For example, CFO Jason Child sold 10,400 shares on August 27, 2026, and CEO Rene Haas sold 9,299 shares in April 2026. While some sales are executed under pre-arranged trading plans, the volume of selling by top leadership can be a bearish indicator for retail investors looking for long-term appreciation.
Arm Holdings plc faces intense competition from other semiconductor giants, such as NVIDIA, which analysts argue offer a more integrated AI platform and stronger cash generation. The comparison suggests that Arm may be at a competitive disadvantage in the AI chip design space, potentially limiting its ability to capture market share in the most lucrative segments of the semiconductor industry despite its strong brand recognition.
The stock exhibits high volatility, as evidenced by a beta of 3.89, which is significantly higher than the market average. This means the stock is nearly four times more volatile than the broader market, making it a risky investment for conservative investors. The recent price action, including a drop from $279.44 to $239.05 in late August 2026, illustrates the potential for significant short-term losses that could erode investor capital quickly.

ARM Forecast - Frequently Asked Questions

According to the research reports of 26 Wall Street equities research analysts, the average twelve-month stock price forecast for ARM is $305.13, with a high forecast of $641.00 and a low forecast of $140.00.

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

According to analysts, ARM's stock has a predicted upside of 21.04% based on their 12-month stock forecasts.

Over the previous 90 days, ARM's stock had 2 downgrades and 1 upgrade 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, Raymond James Financial, Rosenblatt Securities, Royal Bank Of Canada, Sanford C. Bernstein, 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 8/25/2026.

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ARM (ARM) Stock Forecast & Price Target