On Nov 09, major Wall Street analysts update their ratings for $Arm Holdings (ARM.US)$, with price targets ranging from $170 to $175.
Morgan Stanley analyst Lee Simpson maintains with a buy rating, and maintains the target price at $175.
Citi analyst Andrew Gardiner maintains with a buy rating, and maintains the target price at $170.
Jefferies analyst Janardan Menon maintains with a buy rating, and maintains the target price at $170.
Benchmark Co. analyst Cody Acree maintains with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Arm Holdings (ARM.US)$'s main analysts recently are as follows:
Arm reported robust fiscal second quarter results driven by a licensing surge, although projecting a modestly subdued revenue forecast for the third quarter. The company's forecast for fiscal 2025 remains unchanged. Projections have been adjusted to reflect an anticipated rise in the adoption of higher-value CSS solutions by fiscal 2026.
The company's reaffirmed outlook suggests that the fiscal year will be at least as good as previously anticipated, with potential for further upside due to a solid v8/v9 transition and new data center ramps.
The firm noted that the increase in licensing contributed to the strong performance in the September 2024 quarter, and the weighted signings for the fourth quarter of fiscal year 2025 could suggest a high-20% year-over-year growth in licensing for FY25.
Here are the latest investment ratings and price targets for $Arm Holdings (ARM.US)$ from 4 analysts:
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美东时间11月9日，多家华尔街大行更新了$Arm Holdings (ARM.US)$的评级，目标价介于170美元至175美元。
摩根士丹利分析师Lee Simpson维持买入评级，维持目标价175美元。
花旗分析师Andrew Gardiner维持买入评级，维持目标价170美元。
富瑞集团分析师Janardan Menon维持买入评级，维持目标价170美元。
本臻力行分析师Cody Acree维持持有评级。
此外，综合报道，$Arm Holdings (ARM.US)$近期主要分析师观点如下：
Arm报告显示，由于授权激增，公司在财政第二季度取得了强劲的业绩，尽管预计第三季度的营业收入预测略有下降。公司对2025财年的预测保持不变。预测已调整以反映在2026财年预计采用更高价值的CSS解决方案的预期增加。
公司重申的展望表明，财年至少将与先前预期一样好，由于坚实的v8/v9过渡和新的idc概念增长，还有进一步上行的可能性。
公司指出，授权增加有助于2024年9月季度的强劲表现，而截至2025财年第四季度的签约权重可能表明，财年25的授权增长可能实现高20%的年增长。
以下为今日4位分析师对$Arm Holdings (ARM.US)$的最新投资评级及目标价：
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