Analysts Upgrade Arm to Buy with $145 Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy ARM?
Source: stocktwits
Arm Holdings PLC shares surged by 9.06% during regular trading, reaching a 5-day high, following positive analyst sentiment.
Analysts at New Street upgraded Arm from 'Neutral' to 'Buy' with a price target of $145, reflecting strong confidence in the company's growth potential. The upgrade comes after Arm reported quarterly revenues of $1.24 billion for Q3 2025, exceeding expectations and showcasing robust performance in artificial intelligence and data centers. This positive outlook has shifted investor sentiment significantly, contributing to the stock's rise amid broader market gains.
The upgrade and optimistic earnings report suggest that Arm is well-positioned for future growth, particularly in the AI sector, which could enhance its market share and revenue streams.
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Analyst Views on ARM
Wall Street analysts forecast ARM stock price to rise
24 Analyst Rating
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 127.240
Low
120.00
Averages
160.58
High
201.00
Current: 127.240
Low
120.00
Averages
160.58
High
201.00
About ARM
Arm Holdings plc is engaged in operating a global computing platform. It architects, develops, and licenses high-performance and energy-efficient Arm compute platforms. The Company’s principal operations and activities are the licensing, marketing, research and development of central processing unit (CPU) design intellectual property (IP), graphics processors, system IP, market optimized platform IP, and associated software, tools and other related services. Its complementary products include GPU and NPU accelerators, interconnect, and others. Its primary product offerings are CPU products that address diverse performance, power, and cost requirements. It offers a family of GPU and NPU products providing efficient computing acceleration and an optimal visual experience across a wide range of devices. Its CPU, GPU, and System IP products integrated into a foundational compute platform optimized for a specific end market.
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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