{"id":29123,"date":"2025-07-22T16:55:10","date_gmt":"2025-07-22T16:55:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/29123\/"},"modified":"2025-07-22T16:55:10","modified_gmt":"2025-07-22T16:55:10","slug":"arm-holdings-arm-stays-on-analyst-radar-as-ai-demand-fuels-fresh-price-target","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/29123\/","title":{"rendered":"Arm Holdings (ARM) Stays on Analyst Radar as AI Demand Fuels Fresh Price Target"},"content":{"rendered":"\n

Arm Holdings plc (NASDAQ:ARM<\/a>) is one of the AI Stocks Analysts Are Tracking Closely<\/a>.\u00a0On July 21, Wells Fargo reiterated its rating on the stock as \u201cOverweight\u201d and raised its price target to $175 per share from $145. \u00a0The firm is confident about Arm\u2019s potential to capitalize on the growing opportunities in the AI sector.<\/p>\n

Although the firm is optimistic about Arm\u2019s role in the emerging AI opportunity, it also remains cautious about Q1 2026 EPS due to the recent outperformance. It also remains focused on AI DC-driven 2026 royalty revenue upside.<\/p>\n

According to recent data, Arm-based server CPU shipments grew 104% year-over-year in the first calendar quarter of 2025. Moreover, tariff uncertainty did lead to a lack of formal fiscal 2026 guidance, but Arm noted earlier that royalty revenue would grow in the high-teens to low-twenties percentage range year-over-year.<\/p>\n

\"Arm Arm Holdings (ARM) Stays on Analyst Radar as AI Demand Fuels Fresh Price Target <\/p>\n

A financial analyst wearing glasses, hunched over a computer reviewing investment data.<\/p>\n

The firm is of the view that there could be a modest increase in the upcoming earnings report scheduled for July 3. It also anticipates Arm to maintain above-target annual contract value and licensing revenue growth of an estimated 20% year-over-year. This will be backed by booming license demand tied to AI computing needs.<\/p>\n

\u201cWhile we remain positive on Arm\u2019s LT positioning to benefit from emerging AI oppys & raise our PT to $175, we are cautious into F1Q26 EPS given recent outperf.\u201d<\/p>\n

Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and manufactures semiconductor technology and other related products.<\/p>\n

While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/a>.<\/p>\n

READ NEXT: 10 AI Stocks Gaining Attention on Wall Street<\/a> and 10 AI Stocks Investors Are Watching Closely.<\/a><\/p>\n

Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Tracking Closely.\u00a0On July 21, Wells Fargo…\n","protected":false},"author":2,"featured_media":29124,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,24694,8074,181,507,24693,74],"class_list":["post-29123","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-stocks-analysts","tag-arm-holdings-plc","tag-artificial-intelligence","tag-artificialintelligence","tag-royalty-revenue","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/29123","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=29123"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/29123\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/29124"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=29123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=29123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=29123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}