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AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Published
24 Sep 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$150.89
8.2% undervalued intrinsic discount
06 Aug
US$138.50
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1Y
18.4%
7D
0.7%

Author's Valuation

US$150.9

8.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 Aug 25
Fair value Increased 6.05%

The upward revision in Arm Holdings' analyst price target is primarily driven by stronger consensus revenue growth forecasts, while net profit margins remain stable, resulting in an increased fair value estimate to $150.29. What's in the News Arm Holdings expects Q1 2026 revenue of $1.00 billion to $1.10 billion.

Shared on07 May 25
Fair value Decreased 11%

Shared on30 Apr 25
Fair value Decreased 2.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 14%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.