What is William Blair’s Forecast for ARM Q1 Earnings?

Arm Holdings plc (NASDAQ:ARM) – William Blair issued their Q1 2026 EPS estimates for shares of ARM in a report issued on Thursday, February 6th. William Blair analyst S. Naji anticipates that the company will post earnings per share of $0.30 for the quarter. The consensus estimate for ARM’s current full-year earnings is $0.84 per share. William Blair also issued estimates for ARM’s Q2 2026 earnings at $0.28 EPS and Q4 2026 earnings at $0.52 EPS.

Several other research firms also recently weighed in on ARM. Evercore ISI boosted their target price on shares of ARM from $176.00 to $202.00 and gave the stock an “outperform” rating in a research report on Thursday, February 6th. Mizuho raised their price objective on shares of ARM from $160.00 to $180.00 and gave the company an “outperform” rating in a research report on Thursday, February 6th. Susquehanna lifted their target price on shares of ARM from $118.00 to $140.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 22nd. JPMorgan Chase & Co. increased their price target on shares of ARM from $160.00 to $175.00 and gave the stock an “overweight” rating in a research report on Thursday, February 6th. Finally, Needham & Company LLC restated a “hold” rating on shares of ARM in a report on Thursday, February 6th. Two investment analysts have rated the stock with a sell rating, six have issued a hold rating, nineteen have given a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $162.83.

ARM Stock Performance

NASDAQ ARM opened at $157.74 on Monday. ARM has a one year low of $85.61 and a one year high of $188.75. The company’s 50 day moving average price is $145.10 and its 200 day moving average price is $139.72. The firm has a market capitalization of $165.28 billion, a price-to-earnings ratio of 207.56, a PEG ratio of 7.83 and a beta of 4.57.

Hedge Funds Weigh In On ARM

Several hedge funds have recently added to or reduced their stakes in ARM. Zevenbergen Capital Investments LLC boosted its position in shares of ARM by 19.4% during the fourth quarter. Zevenbergen Capital Investments LLC now owns 470,533 shares of the company’s stock worth $58,045,000 after purchasing an additional 76,576 shares in the last quarter. Corebridge Financial Inc. grew its position in shares of ARM by 1.8% during the 4th quarter. Corebridge Financial Inc. now owns 8,329 shares of the company’s stock worth $1,027,000 after purchasing an additional 147 shares in the last quarter. LPL Financial LLC lifted its position in shares of ARM by 5.3% during the 4th quarter. LPL Financial LLC now owns 234,004 shares of the company’s stock valued at $28,867,000 after acquiring an additional 11,852 shares during the period. Fox Run Management L.L.C. bought a new position in ARM in the fourth quarter valued at approximately $460,000. Finally, Sei Investments Co. raised its stake in ARM by 19.7% during the fourth quarter. Sei Investments Co. now owns 507,507 shares of the company’s stock worth $62,606,000 after acquiring an additional 83,489 shares in the last quarter. Institutional investors own 7.53% of the company’s stock.

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.