ARM

Arm Holdings PLC

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Advanced Chart

156.740

-0.44(-0.280%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

161.950

Open

158.500

VWAP

158.53

Vol

4.87M

Mkt Cap

166.03B

Low

156.385

Amount

771.95M

EV/EBITDA(TTM)

160.96

Total Shares

1.05B

163.21B

EV/OCF(TTM)

411.12

P/S(TTM)

41.59

Arm Holdings plc is engaged in operating a global computing platform. It architects, develops, and licenses IP solutions for CPUs, GPUs, NPUs and interconnect technologies, which is relied on by semiconductor companies and OEMs to develop their products. Its principal operations are the licensing, marketing, research and development of microprocessors, systems intellectual property (IP), graphics processing units, physical IP and associated systems IP, software, tools and other related services. Its primary product offerings are CPU products that address diverse performance, power, and cost requirements. Its complementary products, such as graphics processing units (GPUs) that accelerate the display of complex graphics onto a screen and can also be used for other mathematical applications, System IP, and compute platforms are also available as well as development tools and a software ecosystem to enable high-performance system-level creation for a range of devices and applications.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q3

FY2026Q2

FY2026Q1

1.22B

+23.93%

0.464

+18.99%

1.07B

+26.61%

0.352

+17.4%

1.06B

+13.17%

0.353

-11.63%

Estimates Revision

The market is revising Downward the revenue expectations for Arm Holdings plc (ARM) for FY2026, with the revenue forecasts being adjusted by -2.77% over the past three months. During the same period, the stock price has changed by 61.87%.

Revenue Estimates for FY2026

Revise Downward

-2.77%

In Past 3 Month

EPS Estimates for FY2026

Revise Downward

-11.53%

In Past 3 Month

Stock Price

Go Up

+61.87%

In Past 3 Month

20 Analyst Rating

-2.30% Downside

Wall Street analysts forecast ARM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARM is 153.13 USD with a low forecast of 95.00 USD and a high forecast of 187.00 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.

15 Buy

4 Hold

1 Sell

Moderate Buy

-2.30% Downside

Current: 156.740

Low

95.00

Averages

153.13

High

187.00

-2.30% Downside

Current: 156.740

Low

95.00

Averages

153.13

High

187.00

BNP Paribas Exane

David O'Connor

Neutral -> Outperform

upgrade

$210

2025-07-16

New

Reason

BNP Paribas Exane

David O'Connor

Price Target

$210

2025-07-16

New

upgrade

Neutral -> Outperform

Reason

BNP Paribas Exane analyst David O'Connor upgraded Arm to Outperform from Neutral with a $210 price target.

BNP Paribas Exane

David O'Connor

Neutral -> Outperform

upgrade

$110 -> $210

2025-07-16

New

Reason

BNP Paribas Exane

David O'Connor

Price Target

$110 -> $210

2025-07-16

New

upgrade

Neutral -> Outperform

Reason

BNP Paribas Exane analyst David O'Connor upgraded Arm to Outperform from Neutral with a price target of $210, up from $110. The firm estimates application-specific integrated circuit alone could double ARM's EBIT by capturing only 7% of the addressable market. Despite the recent rally, "significant upside" remains in the shares as Arm's potential in ASIC is not being fully valued, the analyst tells investors in a research note.

Goldman Sachs

Neutral

initiated

$160

2025-07-10

Reason

Goldman Sachs

Price Target

$160

2025-07-10

initiated

Neutral

Reason

Goldman Sachs initiated coverage of Arm with a Neutral rating and $160 price target. The firm initiated the U.S. digital semiconductor and electronic design automation software group, saying it is most constructive on merchant silicon and EDA vendors tied to artificial intelligence related capital spending. The AI investment cycle is in a state of transition, but can sustain growth from current levels, the analyst tells investors in a research note.

Mizuho

NULL

Outperform

upgrade

$160 -> $180

2025-07-03

Reason

Mizuho

Price Target

$160 -> $180

2025-07-03

upgrade

NULL

Outperform

Reason

Mizuho raised the firm's price target on Arm to $180 from $160 and keeps an Outperform rating on the shares. The firm raised estimates and price targets for a number of names in the semiconductors and semiconductor capital equipment group as it took a look at the data center and AI server market following a re-rating post the "Liberation Day" selloff and ahead of June quarter earnings.

Oddo BHF

Outperform -> Neutral

downgrade

$170

2025-07-02

Reason

Oddo BHF

Price Target

$170

2025-07-02

downgrade

Outperform -> Neutral

Reason

Oddo BHF downgraded Arm to Neutral from Outperform with an unchanged price target of $170.

Oddo BHF

Stephane Houri

Outperform -> Neutral

downgrade

$170

2025-07-02

Reason

Oddo BHF

Stephane Houri

Price Target

$170

2025-07-02

downgrade

Outperform -> Neutral

Reason

As previously reported, Oddo BHF analyst Stephane Houri downgraded Arm to Neutral from Outperform with an unchanged price target of $170. The firm views this as "a good time to take profits" in Arm after shares doubled from their April lows, the analyst tells investors. The move in shares has left the valuation "extremely demanding," the analyst added.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Arm Holdings PLC (ARM.O) is 87.95, compared to its 5-year average forward P/E of 74.73. For a more detailed relative valuation and DCF analysis to assess Arm Holdings PLC 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

74.73

Current PE

87.95

Overvalued PE

91.16

Undervalued PE

58.30

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

60.23

Current EV/EBITDA

70.58

Overvalued EV/EBITDA

73.91

Undervalued EV/EBITDA

46.54

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

29.73

Current PS

34.68

Overvalued PS

37.24

Undervalued PS

22.22

Financials

Annual

Quarterly

FY2025Q4

YoY :

+33.73%

1.24B

Total Revenue

FY2025Q4

YoY :

+1763.64%

410.00M

Operating Profit

FY2025Q4

YoY :

-6.25%

210.00M

Net Income after Tax

FY2025Q4

YoY :

-4.76%

0.20

EPS - Diluted

FY2025Q4

YoY :

-72.22%

180.00M

Free Cash Flow

FY2025Q4

YoY :

+2.26%

97.74

Gross Profit Margin - %

FY2025Q4

YoY :

-86.55%

3.94

FCF Margin - %

FY2025Q4

YoY :

-29.91%

16.92

Net Margin - %

FY2025Q4

13.04

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

19.4K

Volume

6-9

Months

50.2K

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

251.1K

Volume

Months

6-9

248.7K

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

ARM News & Events

Events Timeline

2025-07-17 (ET)

2025-07-17

14:16:50

Moderately bullish activity in Arm Holdings PLC with shares up 1.94%

2025-07-11 (ET)

2025-07-11

14:49:12

Mixed options sentiment in Arm Holdings PLC with shares down 0.93%

2025-06-16 (ET)

2025-06-16

16:20:53

Mixed options sentiment in Arm Holdings PLC with shares up 4.85%

News

4.5

07-18NASDAQ.COM

2025: Wall Street's Steep Ascent Up the Wall of Worry

4.0

07-17Yahoo Finance

As Nvidia, Broadcom Soar, Don't Ignore This AI Chip Stock. Top Funds Haven't.

4.5

07-16CNBC

Asia-Pacific markets set to mostly open higher as investors assess Trump's plans for Powell

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FAQ

What is Arm Holdings PLC (ARM) stock price today?

The current price of ARM is 156.74 USD — it has decreased -0.28 % in the last trading day.

ARM

Market Estimates

Valuation Metrics

Forward PE

Forward EV/EBITDA

Forward PS

Financials

Trading Trends

ARM News & Events

Events Timeline

News

People Also Watch

FAQ

What is Arm Holdings PLC (ARM) stock price today?

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What is Arm Holdings PLC (ARM)'s revenue for the last quarter?

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