Arm Holdings

Arm Holdings (ARM) designs energy-efficient CPU architectures and licenses its semiconductor technology to chipmakers worldwide. Its technology powers processors used in smartphones, personal computers, automotive systems and data centers. Investors closely watch its expansion into AI infrastructure and data center CPUs, as well as royalty revenue growth from increasingly advanced chips.

Arm Holdings（ARM）是一家半导体技术设计公司，主要开发节能型 CPU 架构，并向全球芯片制造商授权其技术。其技术广泛应用于智能手机、个人电脑、汽车系统及数据中心处理器。投资者重点关注其在人工智能基础设施和数据中心 CPU 市场的扩张，以及先进芯片带来的授权费和版税收入增长。

Every figure on this page is tipranks’s, read on 2026-10-26 and linked below.

SmartChecker Arm Holdings Forecast

The forecast in short

tipranks records 22 analyst ratings on Arm Holdings and summarises them as “Strong Buy”. Their average 12-month price target is USD 299.47 (42.38% Upside). Its tipranks score is 8 out of 10 — Outperform. These are tipranks’s figures as SmartChecker read them on 2026-10-26, not SmartChecker’s own view, and nothing here is advice to buy or sell.

Market cap

USD 224.63 B

≈ Maybank x 7

Share price

USD 210.33

≈ RM 859.07

#76World ranking

tipranks score

Outperform

8

Analyst ratings

Strong Buy

  • Buy17 77%
  • Hold5 23%
  • Sell0 0%

tipranks’s own summary of the 22 ratings above.

12 months price forecast

USD 299.47 42.38% Upside

USD 67.9 USD 217.75 USD 367.61 USD 517.46Past 12 months 12 months forecast High USD 480 Average USD 299.47 Low USD 1502025-10 2026-10

As tipranks publishes it. SmartChecker has not recalculated any of it.

Analyst profiles. Who made each call, and when.

AnalystFromPositionTarget priceDated
Christopher RollandSusquehannaBuyUSD 3202026-10-21
Lee SimpsonMorgan StanleyHoldUSD 2122026-09-18
David Dai CFABernsteinBuyUSD 4802026-09-15
David O'ConnorPiper SandlerBuyUSD 3202026-09-10
Simon LeopoldRaymond JamesBuyUSD 2722026-08-25
Vijay RakeshMizuho SecuritiesBuyUSD 4002026-08-24
Sebastien NajiWilliam BlairBuyN/A2026-08-14
Pavan DaswaniCitiBuyUSD 3002026-07-30
Frank Lee CFAHSBCHoldUSD 2302026-07-30
Pierre FerraguNew StreetBuyUSD 2602026-07-30
Joseph QuatrochiWells FargoBuyUSD 2802026-07-30
Vivek AryaBank of America SecuritiesHoldUSD 2602026-07-30
Charles ShiNeedhamBuyUSD 2552026-07-30
Srini PajjuriRBC CapitalBuyUSD 3402026-07-30
John VinhKeyBancBuyN/A2026-07-30
Thomas O'MalleyBarclaysBuyUSD 3602026-07-30
Mark LipacisEvercore ISIBuyUSD 3262026-07-30
Harlan SurJ.P. MorganBuyUSD 2552026-07-30
Krish SankarTD CowenBuyUSD 3502026-07-30
Timothy ArcuriUBSBuyUSD 3202026-07-30
Gary MobleyStoneXHoldN/A2026-07-29
James SchneiderGoldman SachsHoldUSD 1502026-07-29
Janardan MenonJefferiesBuyUSD 2902026-05-07
John DifucciGuggenheimBuyUSD 2552026-05-07
Kevin CassidyRosenblatt SecuritiesBuyUSD 2702026-05-07
Ross SeymoreDeutsche BankHoldUSD 2052026-05-07
Stephane HouriOddo BHFBuyUSD 1702026-01-05
Ananda BaruahLoop Capital MarketsBuyUSD 1802025-11-12
Unknown AnalystN/ABuyUSD 1902025-11-05
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Investment Strengths

Scalable licensing and royalty model

Arm’s IP model can scale across many customers without the company manufacturing chips, while royalties expand as licensed designs enter production and shipment volumes grow. The combination of upfront licensing and recurring usage-based revenue supports durable operating leverage and broad market reach.

High-margin, cash-generative financial profile

Very high gross margins, strong free cash flow and minimal leverage give Arm meaningful financial flexibility. This profile can support continued research and ecosystem investment while reducing balance-sheet pressure, allowing the company to pursue growth opportunities without relying heavily on additional debt.

Accelerating AI and data-center adoption

Rapid data-center royalty growth and stronger-than-expected AGI CPU demand indicate that Arm is extending beyond its established mobile base into important AI infrastructure markets. Broader adoption by cloud and infrastructure customers could create additional royalty and product revenue over multiple years.

People also ask

What is the 12-month price target for Arm Holdings (ARM)?

tipranks publishes an average 12-month price target of USD 299.47 (42.38% Upside), as SmartChecker read it on 2026-10-26. The highest target is USD 480 and the lowest is USD 150. A price target is an analyst’s estimate of where a share might trade, not a promise, and SmartChecker gives no investment advice.

See tipranks’s own page ↗
How many analysts cover Arm Holdings (ARM)?

tipranks records 22 analyst ratings: 17 buy, 5 hold and 0 sell, which it summarises as “Strong Buy”, as SmartChecker read it on 2026-10-26.

See tipranks’s own page ↗
What is the tipranks score for Arm Holdings (ARM)?

tipranks scores it 8 out of 10 and calls that “Outperform”, as SmartChecker read it on 2026-10-26. The score is tipranks’s, not SmartChecker’s, and SmartChecker does not rate listed shares.

See tipranks’s own page ↗
Is this SmartChecker’s own forecast for Arm Holdings?

No. Every figure on this page is published by tipranks, copied on 2026-10-26 with a link to the original, and not recalculated. SmartChecker assesses financial companies in Malaysia against the public registers; it makes no forecast of its own and holds no licence to advise on securities.

See tipranks’s own page ↗

Member reviews. Members’ own ratings and words, not SmartChecker’s rating.

These ratings and words are written by SmartChecker members and published immediately without administrator approval. SmartChecker does not rate listed companies: a rating here belongs to whoever wrote it, it counts towards no score of ours, and nothing in it is advice.

Disclaimer

SmartChecker provides informational and financial market news only and does not provide investment, financial or legal advice.

tipranks — Arm Holdings (ARM)