Across the recent three months, 11 analysts have shared their insights on ARM Holdings (NASDAQ:ARM), expressing a variety of opinions spanning from bullish to bearish.

The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.

	Bullish	Somewhat Bullish	Indifferent	Somewhat Bearish	Bearish
Total Ratings	4	5	1	0	1
Last 30D	1	1	0	0	0
1M Ago	1	4	1	0	0
2M Ago	1	0	0	0	1
3M Ago	1	0	0	0	0

Insights from analysts' 12-month price targets are revealed, presenting an average target of $150.91, a high estimate of $180.00, and a low estimate of $120.00. Highlighting a 15.64% decrease, the current average has fallen from the previous average price target of $178.89.

Analyzing Analyst Ratings: A Detailed Breakdown

A clear picture of ARM Holdings's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst	Analyst Firm	Action Taken	Rating	Current Price Target	Prior Price Target
Vijay Rakesh	Mizuho	Lowers	Outperform	$160.00	$190.00
Kevin Cassidy	Rosenblatt	Lowers	Buy	$175.00	$180.00
Timothy Arcuri	UBS	Lowers	Buy	$175.00	$195.00
Joe Quatrochi	Wells Fargo	Lowers	Overweight	$160.00	$195.00
Lee Simpson	Morgan Stanley	Lowers	Overweight	$135.00	$180.00
Chris Rolland	Susquehanna	Maintains	Positive	$150.00	$150.00
Srini Pajjuri	RBC Capital	Announces	Outperform	$140.00	-
Vivek Arya	B of A Securities	Announces	Neutral	$120.00	-
Vivek Arya	B of A Securities	Lowers	Buy	$145.00	$205.00
James Schneider	Goldman Sachs	Lowers	Sell	$120.00	$160.00
Ananda Baruah	Loop Capital	Raises	Buy	$180.00	$155.00

Key Insights:

• Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to ARM Holdings. This information provides a snapshot of how analysts perceive the current state of the company.
• Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of ARM Holdings compared to the broader market.
• Price Targets: Gaining insights, analysts provide estimates for the future value of ARM Holdings's stock. This comparison reveals trends in analysts' expectations over time.

Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of ARM Holdings's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.

Stay up to date on ARM Holdings analyst ratings.

All You Need to Know About ARM Holdings

Arm Holdings is the IP owner and developer of the ARM architecture, which is used in 99% of the world's smartphone CPU cores, and it also has high market share in other battery-powered devices like wearables, tablets, or sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped.

A Deep Dive into ARM Holdings's Financials

Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.

Revenue Growth: ARM Holdings's remarkable performance in 3M is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 34.48%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.

Net Margin: ARM Holdings's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 20.97%, the company may face hurdles in effective cost management.

Return on Equity (ROE): ARM Holdings's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 3.3%, the company may face hurdles in achieving optimal financial performance.

Return on Assets (ROA): ARM Holdings's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 2.49%, the company may encounter challenges in delivering satisfactory returns from its assets.

Debt Management: ARM Holdings's debt-to-equity ratio is below the industry average. With a ratio of 0.06, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.

How Are Analyst Ratings Determined?

Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.

Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.

This article was generated by Benzinga's automated content engine and reviewed by an editor.