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:
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美東時間11月7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180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。
美銀證券分析師Vivek Arya維持買入評級，目標價180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。
TD Cowen分析師Krish Sankar首次給予買入評級，目標價165美元。
瑞穗證券分析師Vijay Rakesh維持買入評級。
此外，綜合報道，$Arm Holdings (ARM.US)$近期主要分析師觀點如下：
Arm報告了強勁的第二財季業績，得益於授權增加，預測第三財季的營業收入預期稍有降低，並保持了其建立好的2025財年展望。估計數據已經調整，以反映2026財年預計更強勁的高價值CSS解決方案的吸引力。
公司重新確認的展望表明，財政年度可能至少與先前預期一樣有利，但仍存在從v8向v9的穩固季節性過渡以及新idc概念上升可能繼續取得進展的潛力。
該公司指出，授權增加有助於超出2024年9月季度的預期，並且2025財年第四季度的簽約權重可能表明，授權增長按年增高20%。
以下爲今日8位分析師對$Arm Holdings (ARM.US)$的最新投資評級及目標價：
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