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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美東時間11月8日，多家華爾街大行更新了$Arm Holdings (ARM.US)$的評級，目標價介於145美元至176美元。
摩根大通分析師Harlan Sur維持買入評級，並將目標價從115美元上調至160美元。
花旗分析師Andrew Gardiner維持買入評級，維持目標價170美元。
巴克萊銀行分析師Thomas O'Malley維持買入評級，並將目標價從105美元上調至145美元。
Evercore分析師Mark Lipacis維持買入評級，並將目標價從173美元上調至176美元。
TD Cowen分析師Krish Sankar首次給予買入評級，目標價165美元。
此外，綜合報道，$Arm Holdings (ARM.US)$近期主要分析師觀點如下：
Arm穩健的財年第2季度業績受到許可證收入的提升驅動，儘管第3季度營業收入預期略有調低，但到2025財年的前景保持不變。預估已上調以反映2026財年更高價值CSS解決方案預計強勁接受程度。
公司重申的前景表明，本財年可能與或超過先前預期一致，並且由於v8/v9交替和新idc概念上升，存在進一步增長的潛力。
該公司指出，許可證收入增加助力2024年9月季度的強勁表現，並且跡象表明2025財年許可證收入增長可能接近30%。
以下爲今日9位分析師對$Arm Holdings (ARM.US)$的最新投資評級及目標價：
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