ARM HOLDINGS PLC: JEFFERIES INCREASES TARGET PRICE FROM $170 TO $210
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 26 2026
0mins
Source: moomoo
Company Overview: ARM Holdings PLC is a prominent technology company known for its semiconductor and software design.
Target Price Increase: Analyst Jeffries has raised the target price for ARM Holdings from $170 to $210, indicating a positive outlook for the company's stock.
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Analyst Views on ARM
Wall Street analysts forecast ARM stock price to fall
24 Analyst Rating
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 411.830
Low
120.00
Averages
160.58
High
201.00
Current: 411.830
Low
120.00
Averages
160.58
High
201.00
About ARM
Arm Holdings plc is a United Kingdom-based company. The Company is engaged in the design of central processing units (CPUs) and compute platforms for semiconductor chips. It develops and licenses CPU products and related technology. Its cloud and data center solutions include Arm AGI CPU and Arm Neoverse Compute Subsystems. The Arm Agentic Generalized Infrastructure (AGI) CPU is a production-ready system on a chip (SoC) for artificial intelligence (AI) data centers, delivering compute at scale. The Arm Neoverse Compute Subsystems (CSS) are pre-validated, performance-optimized compute platforms designed to accelerate infrastructure silicon development. The Company's primary markets include smartphone applications, processors and other chips used in mobile phones, consumer electronics, networking equipment, cloud and data center servers, automotive applications, Internet of Things (loT) and other embedded computing devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Dominance: Arm's chip designs account for approximately 99% of the global smartphone market, having surpassed Intel and AMD by creating smaller, more power-efficient chips that cater to mobile devices and IoT needs.
- Financial Growth: In fiscal 2025, Arm's revenue and net income rose by 24% and 159%, respectively, while in fiscal 2026, they grew by 23% and 14%, indicating strong demand for its AI-optimized designs driving this growth.
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- Market Dominance: Arm's chip designs account for about 99% of the global smartphone market, having outperformed Intel and AMD by creating smaller, more power-efficient chips that are ideal for mobile devices, wearables, and IoT applications.
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- Stock Surge: Arm's stock has surged over 250% in 2026, largely driven by Nvidia's introduction of a new AI chip at Computex, which is built on Arm's architecture and is expected to significantly boost its royalty and licensing revenue.
- Market Dominance: Arm's chip designs account for approximately 99% of the global smartphone market, having surpassed Intel and AMD by creating smaller, more power-efficient chips that cater to mobile devices and IoT needs.
- Financial Growth: In fiscal 2025, Arm's revenue and net income rose by 24% and 159%, respectively, while in fiscal 2026, they grew by 23% and 14%, indicating strong demand for its AI-optimized designs driving this growth.
- Future Outlook: Analysts expect Arm's revenue and net income to grow at CAGRs of 28% and 49% from fiscal 2026 to 2029, although its current P/E ratio stands at 337 times, prompting investors to carefully assess the risks of its high valuation.
See More
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- Stock Surge: Arm's stock has surged over 250% in 2026, largely driven by Nvidia's introduction of a new AI chip at Computex, which will be built on Arm's architecture and is expected to significantly boost its royalty and licensing revenue.
- Market Dominance: Arm's chip designs account for about 99% of the global smartphone market, having outperformed Intel and AMD by creating smaller, more power-efficient chips that are ideal for mobile devices, wearables, and IoT applications.
- Strong Financial Performance: In fiscal 2025, Arm's revenue and net income rose by 24% and 159%, respectively, while in fiscal 2026, they grew by 23% and 14%, indicating robust demand for its AI-optimized designs across various sectors.
- Future Growth Expectations: Analysts project that from fiscal 2026 to fiscal 2029, Arm's revenue and net income will grow at CAGRs of 28% and 49%, respectively, but its current P/E ratio of 337 times raises concerns about overvaluation, urging investors to be cautious.
See More
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- Tech Sector Decline: Broadcom's stock plummeted over 14% due to disappointing AI revenue forecasts, leading to a broader decline in chipmakers, while CrowdStrike fell more than 8% despite beating Q1 earnings expectations, reflecting market caution towards tech stocks.
- Mixed Economic Data: Initial jobless claims rose to 225,000, a 3.75-month high, indicating a weaker labor market, while Q1 nonfarm productivity was revised down to 0.3%, below expectations, potentially impacting future economic growth outlooks.
- Oil Price Impact: WTI crude oil prices fell over 3% amid a ceasefire agreement between Israel and Lebanon, which lowered inflation expectations and provided support for both stock and bond markets, improving investor sentiment.
See More
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- Strategic Collaboration: Alnylam Pharmaceuticals has entered into a strategic AI partnership with Inceptive Nucleics valued at up to $2 billion, aiming to leverage Inceptive's generative AI models to accelerate the discovery of RNA interference therapeutics, thereby enhancing its competitive edge in the biopharmaceutical sector.
- Market Rebound: Blackstone's shares rose 8% despite the firm limiting withdrawals from its Private Credit fund, indicating investor confidence as the stock is poised to end a three-day losing streak, reflecting a positive sentiment towards asset management firms.
- Stock Volatility: Broadcom's shares tumbled nearly 15% after reporting second-quarter revenue of $22.19 billion, falling short of the $22.27 billion expected by analysts, although CEO Hock Tan reiterated the company's fiscal year 2027 revenue guidance for AI chips to exceed $100 billion, raising concerns about future growth prospects.
- Healthcare Outlook: UnitedHealth's stock climbed 5% following an upgrade from Bank of America from neutral to buy, citing improving medical cost trends and supportive near-term data points that are expected to favorably impact second-quarter earnings, reflecting optimism in the health insurance sector.
See More
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- Market Rotation Trend: Stocks were mixed on Thursday as investors rotated out of AI hardware into healthcare and financial sectors, and while technology stocks showed recent weakness, Jim believes this reflects a broader rotation rather than a deterioration in fundamentals.
- Goldman Sachs Hits All-Time High: Goldman Sachs shares rose over 4% to reach an all-time high, with Jim calling it the 'premier financial' in the current environment and highlighting its leadership role in the upcoming IPO wave.
- CrowdStrike Earnings Reaction: Despite CrowdStrike delivering a beat-and-raise quarter, its stock fell roughly 7%, and Jim believes investors are overlooking the rising demand for cybersecurity, expecting significant improvements in future quarters.
- Rapid Fire Review: Stocks mentioned at the end of Thursday's video included Arm Holdings, Corning, Qnity, FedEx Freight, and Capital One, indicating a focus on diversified investment opportunities.
See More
Mixed US Stock Market with Tech Stocks Under Pressure
- Tech Stock Decline: Broadcom (AVGO) shares plummeted over 15% after its AI revenue forecast fell short, marking it as the largest decliner in the Nasdaq 100, which reflects growing concerns about the tech sector and may dampen investor confidence.
- Weak Employment Data: Initial jobless claims in the US rose by 13,000 to 225,000, reaching a 3.75-month high, indicating a weakening labor market that could lead to downward revisions in growth expectations.
- Healthcare Stocks Strong: UnitedHealth Group (UNH) surged over 6%, leading gains in the S&P 500, after Bank of America upgraded its rating from neutral to buy with a price target of $450, showcasing resilience in the healthcare sector.
- International Market Volatility: European markets showed mixed results, with Eurozone April retail sales falling 0.4% month-over-month, worse than the expected 0.3%, indicating weak consumer spending that could pressure future economic growth.
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