ARM Holdings Downgraded to Sell by Goldman Sachs, Price Target Cut to $120
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Source: Benzinga
- ARM Holdings Downgrade: Goldman Sachs analyst James Schneider downgraded ARM Holdings from Neutral to Sell, lowering the price target from $160 to $120, resulting in a 15% stock decline over the past month, with a 52-week low of $80.
- Crane NXT Performance Analysis: Baird analyst Michael Halloran maintained an Outperform rating on Crane NXT but reduced the price target from $88 to $82, leading to a 14% drop in the stock over the past month, with a 52-week low of $41.54.
- BlackBerry Earnings Beat: BlackBerry reported Q3 revenue of $141.8 million, exceeding analyst expectations of $137.4 million, with adjusted earnings of 5 cents per share, surpassing the 4 cents estimate, despite a 13% stock decline over the past five days and a 52-week low of $2.80.
- Market Trends: Despite BlackBerry's strong financial performance, CEO John Giamatteo noted the company achieved its strongest GAAP profitability in nearly four years, yet the stock fell to $3.77, reflecting market caution towards tech stocks.
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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: 136.960
Low
120.00
Averages
160.58
High
201.00
Current: 136.960
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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- Analyst Rating Upgrade: Needham upgraded Arm's stock to a buy with a price target of $200 per share, representing a 45% upside from the current price of $138, reflecting confidence in its new strategic direction.
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- Arm Holdings' New Strategy: Arm Holdings has launched its own Arm AGI CPU chip, projecting annual revenue of $15 billion by 2031, raising total revenue to $25 billion, indicating significant growth potential in the AI data center market.
- CrowdStrike's Performance Boost: CrowdStrike's annual recurring revenue surged by 120% in the fourth quarter, receiving an upgrade from Morgan Stanley to a buy rating with a price target raised to $510, highlighting strong growth prospects in the cloud security sector.
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- Future Growth Outlook: Management anticipates Q1 revenue of $35.2 billion, up 38%, and operating income of $19.36 billion, up 56%, indicating that the company is set to maintain robust growth momentum in the coming quarters.
- Expansive Market Potential: The semiconductor market is projected to reach nearly $1.6 trillion by 2030, and as an industry leader, TSMC is expected to continue benefiting from this long-term growth trend due to its cutting-edge process technology and strong customer base.
See More
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