ARM's 11% Increase Over Three Months: Is It Time to Buy, Hold, or Sell?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
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Source: NASDAQ.COM
ARM's Performance: ARM Holdings has seen an 11% increase in shares over the last three months, but this is below the semiconductor industry's 20% growth, raising concerns about its near-term prospects.
Competitive Landscape: ARM's stronghold in power-efficient chip designs for mobile and AI applications is threatened by the rising adoption of RISC-V in China, which could hinder its growth in that market.
Analyst Sentiment: Recent downward revisions in earnings estimates for fiscal 2026 indicate growing caution among analysts regarding ARM's ability to meet expectations, contributing to potential stock volatility.
Valuation Concerns: ARM's stock is currently considered overvalued, trading at significantly higher multiples compared to industry averages, suggesting that investors should hold off on further investments until clearer growth indicators emerge.
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Analyst Views on QCOM
Wall Street analysts forecast QCOM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for QCOM is 197.14 USD with a low forecast of 165.00 USD and a high forecast of 225.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 152.700
Low
165.00
Averages
197.14
High
225.00
Current: 152.700
Low
165.00
Averages
197.14
High
225.00
About QCOM
Qualcomm Incorporated is engaged in the development and commercialization of foundational technologies for the wireless industry, including third generation (3G), fourth generation (4G) and fifth generation (5G) wireless connectivity, and high-performance and low-power computing, including on-device artificial intelligence. Its segments include Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives. QCT develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies, including radio frequency front-end, digital cockpit and advanced driver assistance and automated driving, Internet of things including consumer electronic devices, industrial devices and edge networking products. QTL grants licenses or otherwise provides rights to use portions of its intellectual property portfolio that includes certain patent rights essential to and/or useful in the manufacture and sale of certain wireless products.
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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