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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美東時間11月9日，多家華爾街大行更新了$Arm Holdings (ARM.US)$的評級，目標價介於170美元至175美元。
摩根士丹利分析師Lee Simpson維持買入評級，維持目標價175美元。
花旗分析師Andrew Gardiner維持買入評級，維持目標價170美元。
富瑞集團分析師Janardan Menon維持買入評級，維持目標價170美元。
本臻力行分析師Cody Acree維持持有評級。
此外，綜合報道，$Arm Holdings (ARM.US)$近期主要分析師觀點如下：
Arm報告稱，由於許可激增，財務第二季度業績強勁，儘管對第三季度的營業收入預測保守。公司對2025財年的預測保持不變。預測已調整，以反映2026財年通過更高價值的CSS解決方案採用預計上升。
公司重申的展望表明，財政年度至少與先前預期的一樣好，由於堅實的v8/v9過渡和新的idc概念上升，可能還有進一步增長的潛力。
公司指出，許可證增長有助於2024年9月季度表現強勁，2025財年第四季度權重簽約可能暗示2025財年許可證增長高達20%。
以下爲今日4位分析師對$Arm Holdings (ARM.US)$的最新投資評級及目標價：
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