Latest Analyst Views on Coatue’s Favorite 33 AI Stocks

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32. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 43  

Loop Capital recently lowered the price target on Arm Holdings plc (NASDAQ:ARM) to $155 from $195 and kept a Buy rating on the shares after the company’s Q4 results. Arm architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. In an investor note, the analyst noted that while revenue and design traction remained intact, the company’s guidance was slightly below Street, and Arm was holding off on a FY26 guide while also increasing its operating expense guidance to reflect ongoing growth opportunities.

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