Arm Holdings

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

AnalystLowTarget

Not Invested

Consensus Narrative from 33 Analysts

Published

09 Apr 25

Updated

16 Aug 25

AnalystLowTarget's Fair Value

US$85.95

61.6% overvalued

16 Aug

US$138.91

6.6%

0.3%

Author's Valuation

US$86.0

61.6% overvalued

AnalystLowTarget Fair Value

Narrative

Updates2

Shared on07 May 25
Fair value Increased 12%

Shared on16 Apr 25
Fair value Increased 3.42%

AnalystLowTarget Fair Value

US$86.0

61.6% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

18.17%

Semiconductors revenue growth rate

0.77%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.83%

Calculation

US$1.72b

Earnings '28

74.39x

PE Ratio '28

US$127.76b

Market Cap '28

US$127.76b

Market Cap '28

1.09b

No. shares '28

US$116.92

Share Price '28

US$116.92 Share Price '28

Discounted to 2025 @ 10.83% p.a.

US$85.90

Fair Value '25

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

Shared on07 May 25Fair value Increased 12%

Shared on16 Apr 25Fair value Increased 3.42%

Shared on07 May 25
Fair value Increased 12%

Shared on16 Apr 25
Fair value Increased 3.42%