NNeedham AArm · ARM
Needham Reiterates Hold Rating on Arm Holdings
Rating
Hold
Price target
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Previous
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Implied upside
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Needham analyst Charles Shi reiterated a Hold rating on Arm Holdings (NASDAQ: ARM).
“ARM reported a beat-and-raise quarter, but with revenue from SoftBank increasing through the year (now $200MM/qtr), ARM is showing a hard deceleration in “organic” revenue (from 21.2% in FYE25 to 8.8% in FYE26).
Looking ahead, management still sees 20% growth in FYE27, and a potential acceleration in FYE28 once the upcoming custom silicon business ramps up.
The company announced an investor event on March 24, which we believe will unveil the company’s silicon strategy.
Maintain Hold.”
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The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.
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