ARM (NASDAQ:ARM) Updates Q4 2025 Earnings Guidance

ARM (NASDAQ:ARM) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.480-0.560 for the period, compared to the consensus earnings per share estimate of 0.520. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.2 billion.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on ARM shares. Evercore ISI upped their price target on ARM from $173.00 to $176.00 and gave the stock an “outperform” rating in a report on Thursday, November 7th. Loop Capital increased their price objective on ARM from $130.00 to $180.00 and gave the stock a “buy” rating in a research note on Monday, November 11th. Susquehanna boosted their target price on ARM from $118.00 to $140.00 and gave the stock a “neutral” rating in a report on Wednesday, January 22nd. UBS Group initiated coverage on ARM in a research note on Monday, November 25th. They issued a “buy” rating and a $160.00 price objective on the stock. Finally, Sanford C. Bernstein downgraded shares of ARM from a “market perform” rating to an “underperform” rating and set a $100.00 price target on the stock. in a research report on Thursday, October 31st. Two analysts have rated the stock with a sell rating, six have issued a hold rating, eighteen have assigned a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $152.09.

ARM Stock Performance

NASDAQ:ARM traded up $11.06 during trading hours on Wednesday, reaching $173.26. The stock had a trading volume of 13,176,645 shares, compared to its average volume of 7,051,694. ARM has a 52 week low of $71.80 and a 52 week high of $188.75. The company has a 50 day moving average price of $142.65 and a two-hundred day moving average price of $139.57. The stock has a market capitalization of $181.55 billion, a PE ratio of 288.77, a PEG ratio of 7.46 and a beta of 4.56.

ARM (NASDAQ:ARM) last announced its quarterly earnings data on Wednesday, February 5th. The company reported $0.24 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.34 by ($0.10). ARM had a return on equity of 13.69% and a net margin of 18.13%. Equities research analysts predict that ARM will post 0.84 EPS for the current year.

About ARM

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products. It offers microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services.