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 |
|---|---|---|---|---|---|
| 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 | |
| Cody Acree | Benchmark | Reiterates | Hold | - | |
| Sebastien Naji | William Blair | Maintains | Buy | - | |
| Vijay Rakesh | Mizuho | Maintains | Buy | $190.00 → $160.00 -30.00 (-15.8%) | |
| Janardan Menon | Jefferies | Maintains | Buy | $205.00 → $170.00 -35.00 (-17.1%) | |
| Kevin Cassidy | Rosenblatt | Maintains | Strong Buy | $180.00 → $175.00 -5.00 (-2.8%) | |
| 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 | |
| Vivek Arya | BofA Securities | Maintains | Strong Buy | $205.00 → $145.00 -60.00 (-29.3%) | |
| Vijay Rakesh | Mizuho | Upgrades | Sell | $160.00 → $120.00 -40.00 (-25.0%) | |
| James Schneider | Goldman Sachs | Downgrades | Strong Sell | $160.00 → $120.00 -40.00 (-25.0%) | |
| Sebastien Naji | William Blair | Maintains | Buy | - | |
| Simon Leopold | Raymond James | Initiates | Hold | - |
Google Semiconductors
TipRanks - Google
HoldReiterates
$114.00 → $113.00
PerPlexity Semiconductors
TipRanks - PerPlexity
BuyReiterates
$115.00 → $120.00
Anthropic Semiconductors
TipRanks - Anthropic
HoldUpgrades
$116.00 → $113.00
DeepSeek Semiconductors
TipRanks - DeepSeek
HoldReiterates
$113.00 → $112.00
xAi Semiconductors
TipRanks - xAI
HoldReiterates
$112.00 → $111.00
OpenAI Semiconductors
TipRanks - OpenAI
HoldReiterates
$114.00
Cody Acree
Benchmark
HoldReiterates
-
Sebastien Naji
William Blair
BuyMaintains
-
Vijay Rakesh
Mizuho
BuyMaintains
$190.00 → $160.00
Janardan Menon
Jefferies
BuyMaintains
$205.00 → $170.00
Kevin Cassidy
Rosenblatt
Strong BuyMaintains
$180.00 → $175.00
Vijay Rakesh
Mizuho
BuyMaintains
$190.00 → $160.00
Srini Pajjuri
RBC Capital
BuyReiterates
$140.00 → $130.00
Mark Lipacis
Evercore ISI Group
BuyReiterates
$215.00 → $170.00
Timothy Arcuri
UBS
Strong BuyMaintains
$195.00 → $175.00
Joe Quatrochi
Wells Fargo
BuyMaintains
$195.00 → $160.00
Lee Simpson
Morgan Stanley
BuyMaintains
$180.00 → $135.00
Chris Rolland
Susquehanna
BuyUpgrades
$150.00 → $150.00
Srini Pajjuri
RBC Capital
BuyInitiates
$140.00
Vivek Arya
BofA Securities
HoldDowngrades
$120.00
Stephane Houri
Oddo BHF
BuyDowngrades
$170.00
Vivek Arya
BofA Securities
Strong BuyMaintains
$205.00 → $145.00
Vijay Rakesh
Mizuho
SellUpgrades
$160.00 → $120.00
James Schneider
Goldman Sachs
Strong SellDowngrades
$160.00 → $120.00
Sebastien Naji
William Blair
BuyMaintains
-
Simon Leopold
Raymond James
HoldInitiates
-