ARM: Future AI Momentum Will Drive Licensing and Royalty Expansion

Analysts have raised their fair value estimate for Arm Holdings from $157.52 to $166.72 per share, citing ongoing momentum in licensing, royalties, and strong gains from artificial intelligence projects. Analyst Commentary Recent updates from street research highlight a notable shift in sentiment among bullish analysts regarding Arm Holdings' performance and outlook.

Shared on 31 Oct 25

Fair value Increased 1.23%

Arm Holdings' analyst price target has increased modestly from $155.61 to $157.52. This reflects analysts' confidence in the company's expanding market presence and deepening value proposition within the semiconductor industry.

Shared on 16 Oct 25

Fair value Increased 1.98%

Analysts have moderately increased their fair value estimate for Arm Holdings to $155.61 per share, up from $152.59. They cite stronger than expected market penetration and improving long-term revenue prospects as the reasons for the revision.

Shared on 04 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 on 01 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.