
ARM Stock Forecast & Price Target
ARM Analyst Ratings
Bulls say
ARM Holdings is the leader in the mobile market while also gaining high market share in other battery-powered devices. It reported record revenue of $1.49B and Non-GAAP EPS of $0.60 in the fourth quarter of fiscal year 2026, beating expectations. The company expects to see continued growth in its licensing and royalty businesses, and its newly launched CPU products are expected to bring in an additional $1B in revenue by fiscal year 2027. Its partnerships and strong control over the smartphone ecosystem give it pricing power and set a strong foundation for future growth.
Bears say
ARM Holdings is facing several risks to its long-term growth potential due to high customer concentration, competition from alternative architectures, and outsized ownership by Softbank. The company's recent launch into the CPU market may not result in immediate success as it could face supply constraints, and management has cautioned that demand may not reach the initial expectations. Additionally, while the company posted strong financial results in its latest quarter, its licensing revenue can be volatile, making ACV a better indicator of underlying momentum.
This aggregate rating is based on analysts' research of ARM Holdings PLC and is not a guaranteed prediction by Public.com or investment advice.
ARM Analyst Forecast & Price Prediction
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