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Arm Holdings (ARM) Stock Price Prediction: Record revenue meets a choppy tape as analysts trim targets

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Arm Holdings (ARM) Stock Price Prediction: Record revenue meets a choppy tape as analysts trim targets

Arm Holdings (ARM) reported record second-quarter revenue of $1.44 billion for fiscal 2027, but the stock has been volatile, with recent trading around $197.66 and mixed short-term signals. Several...

Arm Holdings (ARM) said on November 4, 2026 that second-quarter fiscal 2027 revenue rose 27% year over year to a record $1.44 billion, its highest second quarter on record. Licensing and other revenue climbed 50% year over year to $773 million, which the company described as a key driver of the quarter. That is the fundamental backdrop investors are reacting to: the business is still growing quickly, but the stock is being judged on whether that growth converts into sustained royalty momentum and margin durability.

The recent broker updates show that enthusiasm has become more selective. On November 5, TD Cowen cut its target to $250 from $350 while keeping a Buy rating, and Barclays cut its target to $325 from $360 while maintaining Overweight. Barclays said licensing revenue beat expectations, but royalty revenue was weaker than expected, with client royalty revenue down 15% year over year in September, even as data center royalty revenue doubled and physical AI and automotive revenue grew 50%. Reuters-cited commentary also pointed to improving conditions in the mobile segment, but not enough to stop target cuts.

66. 34. The structure looks more like a rebound attempt than a confirmed trend reversal.



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