Update shared on01 Aug 2025
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.
- Arm Holdings projects Q2 2026 revenue between $1.01 billion and $1.11 billion.
- Cerence Inc. formed a strategic partnership with Arm to integrate Arm’s Kleidi software into Cerence’s CaLLM Edge, enhancing embedded AI language models for automotive applications using Arm technology.
- Arm Holdings is expected to report Q1 2026 results on July 30, 2025.
Valuation Changes
Summary of Valuation Changes for Arm Holdings
- The Consensus Analyst Price Target has risen from $142.28 to $150.29.
- The Consensus Revenue Growth forecasts for Arm Holdings has risen from 20.1% per annum to 22.0% per annum.
- The Net Profit Margin for Arm Holdings remained effectively unchanged, moving only marginally from 31.47% to 31.20%.
Disclaimer
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