On Nov 07, major Wall Street analysts update their ratings for $Arm Holdings (ARM.US)$, with price targets ranging from $145 to $180.
J.P. Morgan analyst Harlan Sur maintains with a buy rating, and adjusts the target price from $115 to $160.
BofA Securities analyst Vivek Arya maintains with a buy rating, and sets the target price at $180.
Barclays analyst Thomas O'Malley maintains with a buy rating, and adjusts the target price from $105 to $145.
TD Cowen analyst Krish Sankar initiates coverage with a buy rating, and sets the target price at $165.
Mizuho Securities analyst Vijay Rakesh maintains with a buy 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 Q2 results supported by a licensing increase, projected a modestly reduced revenue forecast for Q3, and preserved its established fiscal 2025 outlook. Estimates were adjusted to reflect anticipated stronger uptake of higher-value CSS solutions in fiscal 2026.
The company's reaffirmed outlook suggests that the fiscal year may be at least as favorable as previously anticipated, yet there remains potential for further gains with the solid transition from v8 to v9 and new data center ramps.
The firm noted that the increase in licensing contributed to the surpassing of expectations for the September 2024 quarter, and that the weighted signings for the fourth quarter of fiscal year 2025 could suggest a licensing growth of high-20% on a year-over-year basis.
Here are the latest investment ratings and price targets for $Arm Holdings (ARM.US)$ from 8 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间11月7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180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。
美银证券分析师Vivek Arya维持买入评级，目标价180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。
TD Cowen分析师Krish Sankar首予买入评级，目标价165美元。
瑞穗证券分析师Vijay Rakesh维持买入评级。
此外，综合报道，$Arm Holdings (ARM.US)$近期主要分析师观点如下：
Arm报告，在许可证增加的支持下，发布了强劲的财季Q2业绩，预测了财季Q3的营业收入预期略有降低，并保持了其既定的2025财年展望。估计值已经调整，以反映对2026财年更高价值CSS解决方案预期更强烈的接受。
公司重申的展望表明，财年可能至少与先前预期一样有利，但从v8到v9的稳健过渡和新idc概念推出仍存在进一步增长的潜力。
该公司指出，许可证增长有助于超出对2024年9月季度的预期，并且2025财年第四季度的签约权重可能表明，相比去年同期，许可证增长率可达高20%。
以下为今日8位分析师对$Arm Holdings (ARM.US)$的最新投资评级及目标价：
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
