ARM HOLDINGS PLC-ADR (ARM) Forecast, Price Target & Analyst Ratings
NASDAQ:ARM • US0420682058
121.72 USD
-2.65 (-2.13%)
At close: Mar 3, 2026
122.5 USD
+0.78 (+0.64%)
Pre-Market: 3/4/2026, 7:11:41 AM
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
$147.93
+ 21.53% Upside
Next Earnings Forecast
Release DateMay 6, 2026
PeriodQ4 / 2026
EPS Estimate$0.59
Revenue Estimate1.488B
ChartMill Buy Consensus
72.73%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$147.93
Upside
+ 21.53%
From current price of $121.72 to mean target of $147.93, Based on 44 analyst forecasts
Low
$82.60
Median
$153.00
High
$211.05
Price Target Revisions
1 Month
-9.82%
3 Months
-12.91%
Price Target Summary
44 analysts have analysed ARM and the average price target is 147.93 USD. This implies a price increase of 21.53% is expected in the next year compared to the current price of 121.72.
The average price target has been revised downward by 12.91% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
72.73%
ARM was analyzed by 44 analysts. The buy percentage consensus is at 73. 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 44 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-05 | TD Cowen | Maintains | Buy -> Buy |
| 2026-02-05 | Mizuho | Maintains | Outperform -> Outperform |
| 2026-02-05 | UBS | Maintains | Buy -> Buy |
| 2026-02-05 | RBC Capital | Maintains | Outperform -> Outperform |
| 2026-02-05 | Benchmark | Reiterate | Hold -> Hold |
| 2026-02-05 | Rosenblatt | Maintains | Buy -> Buy |
| 2026-02-05 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-02-05 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2026-02-05 | JP Morgan | Maintains | Overweight -> Overweight |
| 2026-01-26 | UBS | Maintains | Buy -> Buy |
| 2026-01-26 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-01-23 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2026-01-21 | Susquehanna | Upgrade | Neutral -> Positive |
| 2026-01-15 | RBC Capital | Initiate | Outperform |
| 2026-01-13 | B of A Securities | Downgrade | Buy -> Neutral |
| 2025-12-16 | B of A Securities | Maintains | Buy -> Buy |
| 2025-12-15 | Goldman Sachs | Downgrade | Neutral -> Sell |
| 2025-11-12 | Loop Capital | Maintains | Buy -> Buy |
| 2025-11-06 | TD Cowen | Maintains | Buy -> Buy |
| 2025-11-06 | Mizuho | Maintains | Outperform -> Outperform |
| 2025-11-06 | UBS | Maintains | Buy -> Buy |
| 2025-11-06 | Needham | Reiterate | Hold -> Hold |
| 2025-11-06 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-11-06 | Benchmark | Reiterate | Hold -> Hold |
| 2025-11-06 | Rosenblatt | Maintains | Buy -> Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 6, 2026
PeriodQ4 / 2026
EPS Estimate$0.59
Revenue Estimate1.488B
Revenue Q2Q19.90%
EPS Q2Q6.91%
Number of Analysts28
Next Earnings Revisions
Revenue (1 Month)
1.99%
Revenue (3 Months)
1.99%
EPS (1 Month)
1.87%
EPS (3 Months)
2.18%
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.
Full Analyst Estimates
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 | 2.679B -0.89% | 3.233B 20.68% | 4.007B 23.94% | 4.956B 23.68% | 5.976B 20.58% | 7.209B 20.63% | 8.708B 20.79% | 10.623B 21.99% | 15.442B 45.36% | 14.676B -4.96% | 17.304B 17.91% | |
| EBITDA YoY % growth | 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/A | N/A | |
| EBIT YoY % growth | 678M -0.29% | 117M -82.74% | 831M 610.26% | 2.069B 148.98% | 2.49B 20.35% | 3.375B 35.54% | 4.341B 28.62% | 5.521B 27.18% | 8.9B 61.20% | N/A | N/A | |
| Operating Margin | 25.31% | 3.62% | 20.74% | 41.75% | 41.67% | 46.82% | 49.85% | 51.97% | 57.64% | N/A | N/A | |
| EPS YoY % growth | N/A | N/A | 1.64 35.63% | 1.73 5.23% | 2.30 33.34% | 2.99 29.80% | 3.61 20.94% | 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 6.91% | 0.39 10.11% | 0.51 30.61% | 0.60 39.98% | 0.73 24.72% | 0.61 59.55% | 0.67 32.37% | 0.78 29.04% | 0.92 25.90% |
| Revenue Q2Q % growth | 1.488B 19.90% | 1.281B 21.65% | 1.392B 22.64% | 1.525B 22.79% | 1.71B 14.92% | 1.587B 23.89% | 1.682B 20.83% | 1.841B 20.72% | 2.057B 20.29% |
| EBITDA Q2Q % growth | 772.79M 30.32% | 487.25M 180.03% | 679.79M 144.53% | 798.25M 116.33% | 952.05M 23.20% | 846.29M 73.69% | 881.94M 29.74% | 1.038B 30.03% | 1.239B 30.14% |
| EBIT Q2Q % growth | 711.03M 73.42% | 448.82M 293.70% | 592.34M 263.40% | 700.87M 266.95% | 874.25M 22.96% | 749.49M 66.99% | 822.03M 38.78% | 963.73M 37.50% | 1.138B 30.17% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
22.12%
EPS Next 5 Year
22.43%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
21.26%
Revenue Next 5 Year
21.31%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
26.03%
EBIT Next 5 Year
26.70%
ARM HOLDINGS PLC-ADR / ARM Forecast FAQ
Can you provide the average price target for ARM HOLDINGS PLC-ADR stock?
44 analysts have analysed ARM and the average price target is 147.93 USD. This implies a price increase of 21.53% is expected in the next year compared to the current price of 121.72.
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.
Can you provide the consensus estimates for ARM HOLDINGS PLC-ADR 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 expected long term growth rate for ARM HOLDINGS PLC-ADR stock?
The expected long term growth rate for ARM HOLDINGS PLC-ADR (ARM) is 21.26%.