What is Morgan Stanley's price target for ARM?

Morgan Stanley's latest stated price target for Arm Holdings plc (ARM) is $150, from its action on Apr 7, 2026.

What is Morgan Stanley's rating on ARM?

Morgan Stanley rates ARM Equal-Weight, a neutral rating, as of Apr 7, 2026.

When did Morgan Stanley last change its view on ARM?

On Apr 7, 2026, Morgan Stanley downgrades to Equal-Weight from Overweight, price target $150.

Morgan Stanley ARM price target and rating history

Morgan Stanley rates Arm Holdings plc (ARM) Equal-Weight with a $150 price target, as of its latest action on Apr 7, 2026. It has published 3 rating actions on ARM since November 2023, including 1 upgrade and 1 downgrade. Across 9 firms with a ARM price target in the last 12 months, the median target is $166. Morgan Stanley's $150 is 10% below that.

Current rating: Equal-Weight
Price target: $150
Median target, all firms: $166
Actions on ARM: 3

Morgan Stanley price target on ARM

Morgan Stanley price target on ARM, each point a stated target, November 2023 to April 2026. Targets before July 2024 (multiplied by 2) are adjusted for a stock split, going by the prior target Morgan Stanley restated.

Every Morgan Stanley rating on ARM

Apr 7, 2026
DowngradeMorgan Stanley downgrades to Equal-Weight from Overweight, price target $150
Jul 19, 2024
UpgradeMorgan Stanley upgrades to Overweight from Equal-Weight, price target $107 to $190
Nov 10, 2023
InitiateMorgan Stanley starts coverage at Equal-Weight, price target $55

How other firms rate ARM

Each firm's latest rating and stated target in the last 12 months.

Firm	Rating	Price target	Date
Piper Sandler	Overweight	$320	Sep 10, 2026
New Street Research	Buy		Jul 30, 2026
The Benchmark Company	Hold		Jul 16, 2026
HSBC	Hold	$315	Jul 14, 2026
Bernstein	Outperform	$300	May 18, 2026
Morgan Stanley	Equal-Weight	$150	Apr 7, 2026
Needham	Buy	$200	Mar 26, 2026
Raymond James	Outperform	$166	Mar 25, 2026
Susquehanna	Positive	$150	Jan 21, 2026
RBC Capital Markets	Outperform		Jan 15, 2026
BofA Securities	Neutral	$120	Jan 13, 2026
Goldman Sachs	Sell	$120	Dec 15, 2025

Questions about Morgan Stanley and ARM

What is Morgan Stanley's price target for ARM?: Morgan Stanley's latest stated price target for Arm Holdings plc (ARM) is $150, from its action on Apr 7, 2026.
What is Morgan Stanley's rating on ARM?: Morgan Stanley rates ARM Equal-Weight, a neutral rating, as of Apr 7, 2026.
When did Morgan Stanley last change its view on ARM?: On Apr 7, 2026, Morgan Stanley downgrades to Equal-Weight from Overweight, price target $150.
How does Morgan Stanley's ARM target compare with other analysts?: Across 9 firms with a ARM price target in the last 12 months, the median target is $166. Morgan Stanley's $150 is 10% below that.

More ARM rating histories

All Morgan Stanley ratings ARM news and filings Every analyst firm

From rating actions in the Quantisnow feed. A target holds until the firm states a new one; a reiteration with no target keeps the last one. Not investment advice.