ARM HOLDINGS PLC-ADR (ARM) Forecast, Price Target & Analyst Ratings

NASDAQ:ARM • US0420682058

Current stock price

155.335 USD
+5.55 (+3.7%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ARM HOLDINGS PLC-ADR (ARM).

Forecast Snapshot

Consensus Price Target

Price Target
$152.69
-1.70% Downside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q4 / 2026
EPS Estimate
$0.59
Revenue Estimate
1.488B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
74.67%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$152.69
Upside
-1.70%
From current price of $155.34 to mean target of $152.69, Based on 45 analyst forecasts
Low
$82.60
Median
$153.00
High
$215.25

Price Target Revisions

1 Month
3.22%
3 Months
-8.33%

Price Target Summary

45 Wall Street analysts provided a forecast for the next 12 months for ARM. The average price target is 152.69 USD. This implies a price decrease of -1.7% is expected in the next year compared to the current price of 155.335.
The average price target has been revised downward by 8.33% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

ARM Current Analyst RatingARM Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15 20

Analyst Ratings History

ARM Historical Analyst RatingsARM Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30 40

Analyst Ratings Consensus

ChartMill Buy Consensus
74.67%
ARM was analyzed by 45 analysts. The buy percentage consensus is at 75. So analysts seem to be have mildly positive about ARM.
In the previous month the buy percentage consensus was at a similar level.
ARM was analyzed by 45 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-09Goldman SachsMaintains Sell -> Sell
2026-04-07Morgan StanleyDowngrade Overweight -> Equal-Weight
2026-04-06MizuhoMaintains Outperform -> Outperform
2026-04-01Wells FargoMaintains Overweight -> Overweight
2026-03-26NeedhamUpgrade Hold -> Buy
2026-03-26BarclaysMaintains Overweight -> Overweight
2026-03-25GuggenheimMaintains Buy -> Buy
2026-03-25Deutsche BankMaintains Hold -> Hold
2026-03-25RBC CapitalMaintains Outperform -> Outperform
2026-03-25RosenblattMaintains Buy -> Buy
2026-03-25Wells FargoMaintains Overweight -> Overweight
2026-03-25Evercore ISI GroupMaintains Outperform -> Outperform
2026-03-25Raymond JamesUpgrade Market Perform -> Outperform
2026-03-20HSBCUpgrade Reduce -> Buy
2026-02-05TD CowenMaintains Buy -> Buy
2026-02-05MizuhoMaintains Outperform -> Outperform
2026-02-05UBSMaintains Buy -> Buy
2026-02-05RBC CapitalMaintains Outperform -> Outperform
2026-02-05BenchmarkReiterate Hold -> Hold
2026-02-05RosenblattMaintains Buy -> Buy
2026-02-05Wells FargoMaintains Overweight -> Overweight
2026-02-05Evercore ISI GroupMaintains Outperform -> Outperform
2026-02-05JP MorganMaintains Overweight -> Overweight
2026-01-26UBSMaintains Buy -> Buy
2026-01-26Wells FargoMaintains Overweight -> Overweight

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q4 / 2026
EPS Estimate
$0.59
Revenue Estimate
1.488B
Revenue Q2Q
19.90%
EPS Q2Q
6.83%
Number of Analysts
29

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
1.99%
EPS (1 Month)
-0.07%
EPS (3 Months)
1.79%

Next Earnings Summary

ARM is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 0.59 USD and the consensus revenue estimate is 1.49B USD.
The next earnings revenue estimate has been revised upward by 1.99% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
ARM revenue by date.ARM revenue by date.
2.679B
-0.89%		3.233B
20.68%		4.007B
23.94%		4.952B
23.58%		5.985B
20.86%		7.575B
26.57%		8.891B
17.37%		10.978B
23.47%		15.442B
40.66%		14.676B
-4.96%		17.304B
17.91%
EBITDA
YoY % growth
ARM ebitda by date.ARM ebitda by date.
848M
-1.97%		279M
-67.10%		1.014B
263.44%		2.335B
130.28%		2.792B
19.57%		3.715B
33.06%		4.841B
30.31%		6.061B
25.20%		7.4B
22.09%		N/AN/A
EBIT
YoY % growth
ARM ebit by date.ARM ebit by date.
678M
-0.29%		117M
-82.74%		831M
610.26%		2.03B
144.28%		2.448B
20.59%		3.286B
34.23%		4.635B
41.05%		6.045B
30.42%		8.9B
47.23%		N/AN/A
Operating Margin
ARM operating margin by date.ARM operating margin by date.
25.31%3.62%20.74%40.99%40.90%43.38%52.13%55.06%57.64%N/AN/A
EPS
YoY % growth
ARM eps by date.ARM eps by date.
N/AN/A1.64
35.63%		1.76
7.60%		2.17
22.73%		2.87
32.48%		3.61
25.91%		4.51
24.88%		5.62
24.59%		5.47
-2.61%		6.14
12.18%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		0.59
6.83%		0.37
5.59%		0.43
11.25%		0.56
30.79%		0.75
27.97%		0.53
44.63%		0.61
39.93%		0.73
29.55%		0.96
27.43%
Revenue
Q2Q % growth		1.488B
19.90%		1.266B
20.23%		1.357B
19.56%		1.529B
23.11%		1.801B
21.03%		1.563B
23.46%		1.668B
22.92%		1.851B
21.06%		2.176B
20.82%
EBITDA
Q2Q % growth		771.15M
30.04%		475.32M
173.17%		572.28M
105.86%		737.81M
99.95%		954.94M
23.83%		747.21M
57.20%		770.31M
34.60%		926.04M
25.51%		1.143B
19.69%
EBIT
Q2Q % growth		707.03M
72.45%		432.84M
279.68%		514.08M
215.39%		669.82M
250.69%		911.81M
28.96%		654.13M
51.13%		741.06M
44.15%		907.15M
35.43%		1.2B
31.61%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

ARM Yearly Revenue VS EstimatesARM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 5B 10B 15B
ARM Yearly EPS VS EstimatesARM Yearly EPS VS EstimatesYearly EPS VS Estimates 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2 4 6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
20.50%
EPS Next 5 Year
22.43%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
23.28%
Revenue Next 5 Year
22.11%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
26.03%
EBIT Next 5 Year
26.70%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

ARM HOLDINGS PLC-ADR / ARM Forecast FAQ

Can you provide the average price target for ARM HOLDINGS PLC-ADR stock?

45 analysts have analysed ARM and the average price target is 152.69 USD. This implies a price decrease of -1.7% is expected in the next year compared to the current price of 155.335.

What is the next earnings date for ARM stock?

ARM HOLDINGS PLC-ADR (ARM) will report earnings on 2026-05-06, after the market close.

What are the consensus estimates for ARM HOLDINGS PLC-ADR (ARM) next earnings?

The consensus EPS estimate for the next earnings of ARM HOLDINGS PLC-ADR (ARM) is 0.59 USD and the consensus revenue estimate is 1.49B USD.

Can you provide the analyst count for ARM HOLDINGS PLC-ADR stock?

The number of analysts covering ARM HOLDINGS PLC-ADR (ARM) is 45.