ARM (ARM) Stock Forecast & Price Target

Q: What analysts cover ARM?

ARM has been rated by research analysts at Barclays , HSBC , JPMorgan Chase & Co. , Needham & Company LLC , Piper Sandler , Raymond James Financial , Royal Bank Of Canada , TD Cowen , The Goldman Sachs Group , UBS Group , Weiss Ratings , and Wells Fargo & Company in the past 90 days.

$203.36 +21.87 (+12.05%)

Closing price 04:00 PM Eastern

Extended Trading

$198.00 -5.36 (-2.64%)

As of 06:17 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, and 19 have given a buy rating for ARM.

Consensus Price Target

$291.72
43.45% Upside

According to the 27 analysts' twelve-month price targets for ARM, the average price target is $291.72. The highest price target for ARM is $641.00, while the lowest price target for ARM is $160.00. The average price target represents a forecasted upside of 43.45% from the current price of $203.36.

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 11/11/25 to 11/11/26	1 Month Ago 10/12/25 to 10/12/26	3 Months Ago 8/13/25 to 8/13/26	1 Year Ago 11/11/24 to 11/11/25
Strong Buy	0 Strong Buy rating(s)	1 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)
Buy	19 Buy rating(s)	18 Buy rating(s)	18 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)	0 Sell rating(s)
Consensus Price Target	$291.72	$303.32	$282.83	$176.89
Forecasted Upside	43.45% Upside	18.84% Upside	1.50% Upside	18.13% 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	2.67	2.22	2.52
Consensus Rating	Moderate Buy	Hold	Moderate Buy
Predicted Upside	43.45% Upside	64.88% Upside	13.64% 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

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
11/5/2026	TD Cowen 3 of 5 stars	Krish Sankar 5 of 5 stars	Lower Target	Buy	$350.00 ➝ $250.00	+50.96%
11/5/2026	Royal Bank Of Canada 3 of 5 stars	Srini Pajjuri Not Rated	Lower Target	Outperform	$340.00 ➝ $300.00	+81.15%
11/5/2026	Piper Sandler 2 of 5 stars	David O'Connor Not Rated	Reiterated Rating	Overweight	$320.00 ➝ $270.00	+63.03%
11/5/2026	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	+32.95%
11/5/2026	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	$280.00 ➝ $255.00	+32.95%
11/5/2026	Barclays Subscribe to MarketBeat All Access to unlock brokerage rankings	Thomas O'Malley Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Overweight	$360.00 ➝ $325.00	+69.45%
11/5/2026	The Goldman Sachs Group Subscribe to MarketBeat All Access to unlock brokerage rankings	James Schneider Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Sell	$160.00	-16.58%
11/5/2026	HSBC Subscribe to MarketBeat All Access to unlock brokerage rankings	Frank Lee Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Hold	$215.00	+12.10%
11/5/2026	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	$320.00 ➝ $270.00	+61.95%
11/5/2026	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	$255.00 ➝ $245.00	+46.95%
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10/15/2026	Weiss Ratings Subscribe to MarketBeat All Access to unlock brokerage rankings		Reiterated Rating	Hold (C)
8/25/2026	Raymond James Financial Subscribe to MarketBeat All Access to unlock brokerage rankings	Simon Leopold Subscribe to MarketBeat All Access to unlock analyst rankings	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	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	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%
7/21/2026	Susquehanna Subscribe to MarketBeat All Access to unlock brokerage rankings	Christopher 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%
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%
5/7/2026	Deutsche Bank 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%
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%
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 Wednesday at 06:04 PM 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, November 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 reported a significant beat in its most recent quarter, with revenue of $1.44 billion exceeding the analyst consensus of $1.38 billion and earnings per share of $0.52 surpassing the expected $0.48, demonstrating strong execution and year-over-year revenue growth of 27.1%.
The company is experiencing a surge in data-center demand, with data-center royalties more than doubling and licensing revenue rising by approximately 50%, driven by the increasing adoption of Arm-based architectures in high-performance computing environments.
Management has identified a substantial opportunity in the AGI CPU market, with identified demand that could support up to $2 billion in revenue across fiscal 2027 and 2028, positioning the company to capture a significant share of the emerging artificial intelligence infrastructure market.
Arm Holdings plc achieved a record milestone by shipping 10 billion chips in a single quarter for the first time, indicating massive scale and widespread adoption of its intellectual property across the global semiconductor ecosystem.
With the current stock price at $166.72, the valuation has corrected significantly from its fifty-two-week high of $452.70, potentially offering a more attractive entry point for investors given the company's strong fundamental growth and consensus rating of Moderate Buy.

ARM
Bear Case

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

Investors expressed concern that smartphone royalties were weaker than expected, with rising memory costs potentially pressuring handset demand, which is a critical component of the company's recurring revenue model.
The stock price dropped 13.1% to $166.72 following a JPMorgan Chase price target reduction from $255.00 to $245.00, signaling that some institutional investors believe the current valuation may still be elevated relative to near-term growth prospects.
Despite strong licensing growth, overall recurring royalty growth lagged behind, highlighting a potential disconnect between chip shipment volumes and the actual royalty revenue generated, which may limit the speed of profit expansion.
The company faces supply chain risks, including possible packaging-substrate constraints that also affected other chipmakers like Intel, which could impact the production and delivery of its AGI CPU products and broader hardware availability.
Arm Holdings plc carries a high P/E ratio of 171.88 and a beta of 3.93, indicating that the stock is priced for significant future growth and is highly volatile, making it susceptible to sharp declines if market sentiment shifts or growth expectations are not met.

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 $291.72, with a high forecast of $641.00 and a low forecast of $160.00.

27 Wall Street research analysts have issued "buy," "hold," and "sell" ratings for ARM in the last twelve months. There is currently 1 sell rating, 7 hold ratings and 19 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 43.45% based on their 12-month stock forecasts.

Over the previous 90 days, ARM's stock had 1 upgrade by analysts.

ARM has been rated by research analysts at Barclays, HSBC, JPMorgan Chase & Co., Needham & Company LLC, Piper Sandler, Raymond James Financial, Royal Bank Of Canada, TD Cowen, The Goldman Sachs Group, 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 11/5/2026.

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ARM (ARM) Stock Forecast & Price Target