On Nov 08, major Wall Street analysts update their ratings for $Arm Holdings (ARM.US)$, with price targets ranging from $145 to $176.
J.P. Morgan analyst Harlan Sur maintains with a buy rating, and adjusts the target price from $115 to $160.
Citi analyst Andrew Gardiner maintains with a buy rating, and maintains the target price at $170.
Barclays analyst Thomas O'Malley maintains with a buy rating, and adjusts the target price from $105 to $145.
Evercore analyst Mark Lipacis maintains with a buy rating, and adjusts the target price from $173 to $176.
TD Cowen analyst Krish Sankar initiates coverage with a buy rating, and sets the target price at $165.
Furthermore, according to the comprehensive report, the opinions of $Arm Holdings (ARM.US)$'s main analysts recently are as follows:
Arm's solid fiscal Q2 results were driven by an uptick in licensing, though the projection for Q3 revenue was adjusted slightly lower while the fiscal 2025 outlook remains unchanged. Estimates have been revised upwards to reflect the anticipated stronger uptake of higher-value CSS solutions in fiscal 2026.
The company's reaffirmed outlook suggests the fiscal year may align with or exceed prior expectations, with potential for further growth given the solid v8/v9 transition and new data center ramps.
The firm noted that an increase in licensing contributed to the strong performance in the September 2024 quarter, and signs point to the potential for nearly 30% year-over-year licensing growth in FY25.
Here are the latest investment ratings and price targets for $Arm Holdings (ARM.US)$ from 9 analysts:
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美东时间11月8日，多家华尔街大行更新了$Arm Holdings (ARM.US)$的评级，目标价介于145美元至176美元。
摩根大通分析师Harlan Sur维持买入评级，并将目标价从115美元上调至160美元。
花旗分析师Andrew Gardiner维持买入评级，维持目标价170美元。
巴克莱银行分析师Thomas O'Malley维持买入评级，并将目标价从105美元上调至145美元。
Evercore分析师Mark Lipacis维持买入评级，并将目标价从173美元上调至176美元。
TD Cowen分析师Krish Sankar首予买入评级，目标价165美元。
此外，综合报道，$Arm Holdings (ARM.US)$近期主要分析师观点如下：
Arm的稳健财报第二季度的结果得益于许可业务的增长，尽管第三季度营业收入的预测略有调低，但到2025财年的展望保持不变。预估已上调，以反映2026财年高价值CSS解决方案预期更强劲的吸引力。
公司重申的展望表明，财年可能与或超过之前的预期相符，并有可能进一步增长，鉴于坚实的v8/v9过渡和新idc概念推出。
该公司指出，许可业务增加有助于2024年9月季度出色的业绩表现，迹象显示2025财年许可业务增长可能接近去年的30%。
以下为今日9位分析师对$Arm Holdings (ARM.US)$的最新投资评级及目标价：
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