Rating
Unknown
Price target
$202
Previous
$191
Implied downside
-15%

Morgan Stanley analyst Lee Simpson raised the price target on Arm Holdings (NASDAQ: ARM) to $202.00 (from $191.00) while maintaining an Equalweight rating.

“CPU demand appears strong, but guidance is prudent reflecting supply as the gating factor. We see royalties as the cleaner nearterm growth driver led by Cloud AI.

We remain Equal-weight, though lift our PT to $202 on IP multiple expansion.”

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Previous notes from Morgan Stanley on Arm

Morgan Stanley Unknown ReiterateJul 30, 2026 from $202

Other Arm notes

Piper SandlerBuy Initiate · Sep 10, 2026 $320maintained Raymond JamesBuy Raises target · Aug 25, 2026 $641from $565 RosenblattBuy Lowers target · Jul 31, 2026 $250from $270 UBSBuy Reiterate · Jul 30, 2026 from $360 New Street ResearchBuy Upgrade · Jul 30, 2026 $260maintained

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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.