Brokers Offer Predictions for Arm Holdings plc’s Q2 2025 Earnings (NASDAQ:ARM)

Arm Holdings plc (NASDAQ:ARM) – Analysts at William Blair issued their Q2 2025 earnings estimates for ARM in a research report issued to clients and investors on Wednesday, September 18th. William Blair analyst S. Naji expects that the company will earn $0.14 per share for the quarter. William Blair has a “Outperform” rating on the stock. The consensus estimate for ARM’s current full-year earnings is $0.82 per share. William Blair also issued estimates for ARM’s Q3 2025 earnings at $0.26 EPS, Q4 2025 earnings at $0.41 EPS, FY2025 earnings at $1.05 EPS, FY2026 earnings at $1.59 EPS and FY2027 earnings at $2.07 EPS.

A number of other brokerages also recently issued reports on ARM. Hsbc Global Res upgraded ARM to a “moderate sell” rating in a research report on Monday, July 29th. The Goldman Sachs Group lifted their target price on shares of ARM from $110.00 to $143.00 and gave the company a “buy” rating in a research note on Tuesday, June 11th. Guggenheim upped their price target on ARM from $110.00 to $169.00 and gave the stock a “buy” rating in a research note on Tuesday, June 25th. Morgan Stanley raised shares of ARM from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $107.00 to $190.00 in a research note on Friday, July 19th. Finally, Daiwa Capital Markets raised ARM from a “neutral” rating to an “outperform” rating and set a $130.00 price target for the company in a research report on Thursday, August 8th. One equities research analyst has rated the stock with a sell rating, ten have given a hold rating, seventeen have given a buy rating and two have assigned a strong buy rating to the company. Based on data from MarketBeat, ARM has a consensus rating of “Moderate Buy” and a consensus price target of $125.96.

ARM Trading Down 1.2 %

Shares of ARM stock opened at $138.90 on Monday. The firm’s 50 day moving average is $135.56 and its 200 day moving average is $132.82. The stock has a market capitalization of $145.54 billion and a P/E ratio of 145.57. ARM has a 12 month low of $46.50 and a 12 month high of $188.75.

ARM (NASDAQ:ARM) last released its earnings results on Wednesday, July 31st. The company reported $0.40 EPS for the quarter, topping analysts’ consensus estimates of $0.35 by $0.05. ARM had a return on equity of 18.97% and a net margin of 12.12%. The company had revenue of $939.00 million for the quarter, compared to analysts’ expectations of $905.53 million. During the same period in the previous year, the business posted $0.24 EPS. The business’s revenue for the quarter was up 39.1% compared to the same quarter last year.

Hedge Funds Weigh In On ARM

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Lazard Asset Management LLC raised its position in ARM by 393.0% during the first quarter. Lazard Asset Management LLC now owns 25,236 shares of the company’s stock valued at $3,154,000 after buying an additional 20,117 shares during the period. Mizuho Securities Co. Ltd. increased its holdings in ARM by 156.3% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 18,400 shares of the company’s stock valued at $3,011,000 after buying an additional 11,220 shares during the period. Rheos Capital Works Inc. raised its position in ARM by 48.1% in the first quarter. Rheos Capital Works Inc. now owns 256,900 shares of the company’s stock worth $32,110,000 after purchasing an additional 83,400 shares in the last quarter. Envestnet Portfolio Solutions Inc. acquired a new position in shares of ARM in the 1st quarter worth approximately $222,000. Finally, Prudential PLC lifted its holdings in shares of ARM by 38.1% during the second quarter. Prudential PLC now owns 108,653 shares of the company’s stock valued at $17,778,000 after acquiring an additional 29,992 shares during the period. Institutional investors own 7.53% of the company’s stock.

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.