Arm Holdings plc (NASDAQ:ARM) will release earnings results for its third quarter, after the closing bell on Wednesday, Feb. 4.



Analysts expect the company to report quarterly earnings at 41 cents per share, up from 39 cents per share in the year-ago period. The consensus estimate for Arm's quarterly revenue is $1.23 billion, versus $983 million a year earlier, according to data from Benzinga Pro.



On Nov. 5, Arm Holdings reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.



Arm Holdings shares fell 2.2% to close at $104.55 on Tuesday.



Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.



Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.



<ul>
<li>UBS analyst Timothy Arcuri maintained a Buy rating and cut the price target from $195 to $175 on Jan. 26, 2026. This analyst has an accuracy rate of 85%.</li>



<li>Wells Fargo analyst Joe Quatrochi maintained the stock with an Overweight rating and cut the price target from $195 to $160 on Jan. 26, 2026. This analyst has an accuracy rate of 56%.</li>



<li>RBC Capital analyst Srini Pajjuri initiated coverage on the stock with an Outperform rating and a price target of $140 on Jan. 15, 2026. This analyst has an accuracy rate of 84%.</li>



<li>B of A Securities analyst Vivek Arya downgraded the stock from Buy to Neutral with a price target of $120 on Jan. 13, 2026. This analyst has an accuracy rate of 93%.</li>



<li>Goldman Sachs analyst James Schneider downgraded the stock from Neutral to Sell and cut the price target from $160 to $120 on Dec. 15, 2025. This analyst has an accuracy rate of 65%.</li>
</ul>



Considering buying ARM stock? Here’s what analysts think: 



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Photo via Shutterstock

SOXX

ARMG

ARMW

ARMU

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Arm Holdings plc (NASDAQ:ARM) is set to report Q3 earnings on Feb. 4, with expectations of 41 cents per share, up from 39 cents a year ago. Revenue is projected at $1.23 billion, compared to $983 million last year. Analysts have mixed ratings, with UBS maintaining a Buy but lowering the price target to $175, while Wells Fargo also cut its target to $160. RBC Capital initiated coverage with an Outperform rating at $140, and B of A downgraded to Neutral with a $120 target. Arm shares fell 2.2% to $104.55 on Tuesday.

- Arm Holdings plc is set to release its third-quarter earnings results on February 4, with analysts predicting earnings of 41 cents per share and revenue of $1.23 billion.  
- Recent stock performance shows a 2.2% decline to $104.55, while various analysts have issued mixed ratings and adjusted price targets for the company.  
- Notably, UBS maintains a Buy rating but lowered the price target to $175, while B of A Securities downgraded the stock from Buy to Neutral with a new target of $120.

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Arm Holdings Likely To Report Higher Q3 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call