Rosenblatt Arm

Rosenblatt Lowers Arm Holdings Price Target to $175

Analyst: Kevin Cassidy 1 min read Reproduced verbatim
Rating
Buy
Target
$175
from $180 (−3%)
Outcome
Reached
on April 20, 2026
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What the analyst said

Rosenblatt analyst Kevin Cassidy lowered the price target on Arm Holdings (NASDAQ: ARM) to $175.00 (from $180.00) while maintaining a Buy rating.

“Arm continues to expand and diversify its end markets. Along with this diversification, the company is increasing its value per IC over time.

The CSS (compute subsystem) strategy is gaining traction with 2 additional licenses during the quarter. We see the DRAM shortage reducing the handset revenues.

We are moving our FY27E revenue growth to 20% and reducing our target price $5 to $175.”

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This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

ARM trades at $204. The 2 analysts who set a target in the last 3 months range from $320 to $641, with a median of $481. This $175 target is 64% below the median, the lowest on the Street.

Since the note ARM has moved +94% (from $105). 12-month window: day 271 of 365, closes on February 5, 2027.

Track record

This call✓ Target reached on April 20, 2026, 2 months after the note.

Firm track recordRosenblatt: 58% of its 19 targets at least a year old were reached within 12 months (#25 of 26 firms). Accuracy ranking →

Earnings reactionOne of 12 notes after Arm’s Feb 4 results: 0 raised · 10 cut · 1 kept. See every call →

Rosenblatt on Arm

Rosenblatt price targets on Arm

3 calls from February 5, 2026 to July 31, 2026. The target went from $175 to $250 (+43%). The rating stayed Buy.

Rosenblatt targetARM share price
  1. July 31, 2026Target cut from $270 (−7%)Buy$250
  2. May 7, 2026Target raised from $175 (+54%)Buy$270
  3. February 5, 2026 This noteEarliest call shownBuy$175
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Other analysts on Arm

StoneXHold Kept rating Oct 26 Piper SandlerBuy Initiated coverage Sep 10 $320 Raymond JamesBuy Raised price target +13%, kept rating Aug 25 $641from $565 UBSBuy Cut price target −11%, kept rating Jul 30 $320from $360 New Street ResearchBuy Upgraded Jul 30 $260
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.