Rosenblatt Raises Arm Holdings Price Target to $270
- Rating
- Buy
- Target
- $270
- from $175 (+54%)
- Outcome
- Reached
- on May 21, 2026
What the analyst said
Rosenblatt analyst Kevin Cassidy raised the price target on Arm Holdings (NASDAQ: ARM) to $270.00 (from $175.00) while maintaining a Buy rating.
“Arm delivered a solid beat-n-raise as licensing revenue increased 29% Y/Y and royalties increased 11% Y/Y.
As has been confirmed by Intel and AMD’s reports, demand for CPUs is surging and, in our view, there is no other company that benefits more from this trend than Arm.
According to management, customer demand for its AGI CPU has increased to $2B from $1B since the chips introduction 6 weeks ago.
With the shares up 100% in the past 2 months, the result and guide may not be enough to support the increase.
We recommend investors look at the longer-term growth in every end market where Arm has a presence. We are increasing our 12-month price target to $270.”
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Where the price stands
ARM trades at $203. The 2 analysts who set a target in the last 3 months range from $320 to $641, with a median of $481. This $270 target is 44% below the median, the lowest on the Street.
Since the note ARM has moved −15% (from $237). 12-month window: day 180 of 365, closes on May 7, 2027.
Track record
This call✓ Target reached on May 21, 2026, 14 days 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 →
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.
- July 31, 2026Target cut from $270 (−7%)Buy$250
- May 7, 2026 This noteTarget raised from $175 (+54%)Buy$270
- February 5, 2026Earliest call shownBuy$175
