William Blair Reiterates Outperform Rating on Arm Holdings (ARM)

William Blair analyst Sebastien Naji reiterated an Outperform rating on Arm Holdings (NASDAQ: ARM).

The analyst comments "Stock Thoughts: Arm shares trade at a price-to-earnings multiple of 68 times our calendar 2026 estimate. We continue to see Arm as a long-term winner in the semi space, with multiple growth drivers including 1) the increase in royalty revenues with the shift to v9 and CSS, 2) share gains in the data center versus x86, 3) AI driving up global computing demand, 4) an expanded licensing opportunity as Arm shifts up the stack and builds full chip solutions, and 5) a new product opportunity that should be accretive to EPS."

For an analyst ratings summary and ratings history on Arm Holdings click here. For more ratings news on Arm Holdings click here.

Shares of Arm Holdings closed at $136.14 yesterday.

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