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AI Data Centers And IoT Will Transform Markets

Published
24 Sep 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$152.59
5.4% undervalued intrinsic discount
10 Sep
US$144.30
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1Y
-1.5%
7D
-5.9%

Author's Valuation

US$152.59

5.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

Analysts remain divided on Arm Holdings, with bulls citing strong market expansion and AI-driven revenue growth while bears caution against the stock's demanding valuation and macro risks, ultimately leaving the consensus price target unchanged at $152.59. Analyst Commentary Bullish analysts cited Arm’s expanding market penetration and growing content offerings, expecting the company to extract a larger share of value across new and existing markets.

Shared on01 Aug 25
Fair value Increased 7.25%

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.