Analysts Issue Forecasts for Arm Holdings plc’s Q2 2025 Earnings (NASDAQ:ARM)

Arm Holdings plc (NASDAQ:ARM) – William Blair issued their Q2 2025 earnings per share estimates for ARM in a report issued on Wednesday, September 18th. William Blair analyst S. Naji expects that the company will post earnings of $0.14 per share for the quarter. William Blair currently 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.

ARM (NASDAQ:ARM) last released its quarterly earnings data on Wednesday, July 31st. The company reported $0.40 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $905.53 million. During the same period last year, the firm posted $0.24 earnings per share. The business’s revenue was up 39.1% on a year-over-year basis.

A number of other analysts have also weighed in on ARM. Citigroup raised their target price on shares of ARM from $150.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, August 1st. The Goldman Sachs Group boosted their price objective on ARM from $110.00 to $143.00 and gave the stock a “buy” rating in a research report on Tuesday, June 11th. HSBC downgraded ARM from a “hold” rating to a “reduce” rating in a research report on Monday, July 29th. Sanford C. Bernstein upgraded ARM from an “underperform” rating to a “market perform” rating and boosted their price target for the stock from $92.00 to $100.00 in a report on Wednesday, August 7th. Finally, Loop Capital raised their price objective on shares of ARM from $120.00 to $130.00 and gave the company a “buy” rating in a report on Tuesday, August 6th. One research analyst has rated the stock with a sell rating, ten have assigned a hold rating, seventeen have given a buy rating and two have assigned a strong buy rating to the stock. According to data from MarketBeat.com, the stock presently has an average 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 stock has a 50 day simple moving average of $135.56 and a 200 day simple moving average of $132.82. The stock has a market cap of $145.54 billion and a P/E ratio of 145.57. ARM has a 1 year low of $46.50 and a 1 year high of $188.75.

Hedge Funds Weigh In On ARM

Institutional investors have recently modified their holdings of the business. Private Advisor Group LLC purchased a new stake in shares of ARM in the fourth quarter worth $226,000. Beacon Pointe Advisors LLC purchased a new position in shares of ARM during the fourth quarter worth about $205,000. Cambridge Investment Research Advisors Inc. grew its holdings in shares of ARM by 42.0% during the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 22,210 shares of the company’s stock worth $1,669,000 after purchasing an additional 6,571 shares in the last quarter. DSM Capital Partners LLC bought a new position in shares of ARM in the fourth quarter worth approximately $50,000. Finally, Edmond DE Rothschild Holding S.A. raised its stake in ARM by 78.9% in the fourth quarter. Edmond DE Rothschild Holding S.A. now owns 4,535 shares of the company’s stock valued at $341,000 after purchasing an additional 2,000 shares in the last quarter. 7.53% of the stock is owned by institutional investors.

ARM Company Profile

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.