Latest ARM Analyst Ratings & Recommendations
Recent analyst recommendations with rating changes and price target updates (last 90 days)
| Date | Analyst | Firm | Action | Rating | Price Target |
|---|---|---|---|---|---|
| Joe Quatrochi | Wells Fargo | Maintains | Buy | $165.00 → $175.00 +10.00 (6.1%) | |
| Tom O'Malley | Barclays | Maintains | Buy | $165.00 → $200.00 +35.00 (21.2%) | |
| Charles Shi | Needham | Upgrades | Strong Buy | $200.00 | |
| John Difucci | Guggenheim | Maintains | Strong Buy | $201.00 → $240.00 +39.00 (19.4%) | |
| Sebastien Naji | William Blair | Maintains | Buy | - | |
| Ross Seymore | Deutsche Bank | Maintains | Hold | $125.00 → $140.00 +15.00 (12.0%) | |
| Christopher Rolland | Susquehanna | Reiterates | Buy | $150.00 → $170.00 +20.00 (13.3%) | |
| John Vinh | KeyBanc | Reiterates | Buy | $170.00 | |
| Krish Sankar | TD Cowen | Reiterates | Buy | $165.00 | |
| Harlan Sur | JP Morgan | Maintains | Buy | $145.00 | |
| Timothy Arcuri | UBS | Maintains | Buy | $170.00 → $175.00 +5.00 (2.9%) | |
| Andrew Gardiner | Citi | Maintains | Buy | $190.00 | |
| Joe Quatrochi | Wells Fargo | Maintains | Buy | $150.00 → $165.00 +15.00 (10.0%) | |
| Simon Leopold | Raymond James | Upgrades | Buy | $166.00 | |
| Kevin Cassidy | Rosenblatt | Maintains | Strong Buy | $175.00 → $175.00 +0.00 (0.0%) | |
| Srini Pajjuri | RBC Capital | Maintains | Buy | $130.00 → $175.00 +45.00 (34.6%) | |
| Mark Lipacis | Evercore ISI Group | Maintains | Buy | $170.00 → $227.00 +57.00 (33.5%) | |
| Vijay Rakesh | Mizuho | Reiterates | Buy | $160.00 | |
| James Schneider | Goldman Sachs | Maintains | Sell | $110.00 | |
| Frank Lee | HSBC | Upgrades | Strong Buy | $90.00 → $205.00 +115.00 (127.8%) | |
| Vivek Arya | BofA Securities | Reiterates | Hold | $135.00 → $140.00 +5.00 (3.7%) | |
| Lee Simpson | Morgan Stanley | Maintains | Buy | $135.00 | |
| Google Semiconductors | TipRanks - Google | Reiterates | Hold | $114.00 → $113.00 -1.00 (-0.9%) | |
| PerPlexity Semiconductors | TipRanks - PerPlexity | Reiterates | Buy | $115.00 → $120.00 +5.00 (4.3%) | |
| Anthropic Semiconductors | TipRanks - Anthropic | Upgrades | Hold | $116.00 → $113.00 -3.00 (-2.6%) | |
| DeepSeek Semiconductors | TipRanks - DeepSeek | Reiterates | Hold | $113.00 → $112.00 -1.00 (-0.9%) | |
| xAi Semiconductors | TipRanks - xAI | Reiterates | Hold | $112.00 → $111.00 -1.00 (-0.9%) | |
| OpenAI Semiconductors | TipRanks - OpenAI | Reiterates | Hold | $114.00 | |
| Pierre Ferragu | New Street | Downgrades | Buy | - | |
| Cody Acree | Benchmark Co. | Reiterates | Hold | - | |
| Cody Acree | Benchmark | Reiterates | Hold | - | |
| Sebastien Naji | William Blair | Maintains | Buy | - | |
| Vijay Rakesh | Mizuho | Maintains | Buy | $190.00 → $160.00 -30.00 (-15.8%) | |
| Christopher Rolland | Susquehanna | Reiterates | Buy | $150.00 | |
| John Vinh | KeyBanc | Maintains | Buy | $200.00 → $170.00 -30.00 (-15.0%) | |
| Janardan Menon | Jefferies | Maintains | Buy | $205.00 → $170.00 -35.00 (-17.1%) | |
| Krish Sankar | TD Cowen | Maintains | Strong Buy | $190.00 → $165.00 -25.00 (-13.2%) | |
| Thomas O'Malley | Barclays | Maintains | Buy | $165.00 | |
| Harlan Sur | JP Morgan | Maintains | Buy | $180.00 → $145.00 -35.00 (-19.4%) | |
| Timothy Arcuri | UBS | Maintains | Strong Buy | $175.00 → $170.00 -5.00 (-2.9%) | |
| Andrew Gardiner | Citi | Maintains | Buy | $200.00 → $190.00 -10.00 (-5.0%) | |
| Joe Quatrochi | Wells Fargo | Maintains | Buy | $160.00 → $150.00 -10.00 (-6.3%) | |
| Charles Shi | Needham | Maintains | Hold | - | |
| Kevin Cassidy | Rosenblatt | Maintains | Strong Buy | $180.00 → $175.00 -5.00 (-2.8%) | |
| Srini Pajjuri | RBC Capital | Maintains | Buy | $140.00 → $130.00 -10.00 (-7.1%) | |
| Mark Lipacis | Evercore ISI Group | Maintains | Buy | $215.00 → $170.00 -45.00 (-20.9%) | |
| Vijay Rakesh | Mizuho | Maintains | Buy | $190.00 → $160.00 -30.00 (-15.8%) | |
| Srini Pajjuri | RBC Capital | Reiterates | Buy | $140.00 → $130.00 -10.00 (-7.1%) | |
| Mark Lipacis | Evercore ISI Group | Reiterates | Buy | $215.00 → $170.00 -45.00 (-20.9%) | |
| Timothy Arcuri | UBS | Maintains | Strong Buy | $195.00 → $175.00 -20.00 (-10.3%) | |
| Joe Quatrochi | Wells Fargo | Maintains | Buy | $195.00 → $160.00 -35.00 (-17.9%) | |
| Lee Simpson | Morgan Stanley | Maintains | Buy | $180.00 → $135.00 -45.00 (-25.0%) | |
| Chris Rolland | Susquehanna | Upgrades | Buy | $150.00 → $150.00 +0.00 (0.0%) | |
| Srini Pajjuri | RBC Capital | Initiates | Buy | $140.00 | |
| Vivek Arya | BofA Securities | Downgrades | Hold | $120.00 | |
| Stephane Houri | Oddo BHF | Downgrades | Buy | $170.00 |
