Loop Capital Raises PT on Arm Holdings (ARM) to $180 Following Q2 Outcomes

With vital hedge fund curiosity, Arm Holdings Plc (NASDAQ:ARM) secures a spot on our record of the 11 greatest AI infrastructure shares to purchase proper now.

Supply: Pixabay On November 12, 2025, The Fly reported that Loop Capital elevated its worth goal on Arm Holdings Plc (NASDAQ:ARM) from $155 to $180, whereas reiterating a “Purchase” ranking. The funding agency’s bullish stance stemmed from the corporate’s quarterly beat reported in its fiscal Q2 outcomes. Moreover, on November 7, 2025, The Fly reported that Morgan Stanley elevated its worth goal on Arm Holdings Plc (NASDAQ:ARM) from $171 to $180, whereas sustaining an “Obese” ranking. The agency attributed its raised goal to the corporate’s Q2 earnings and gross sales, each of which exceeded the higher finish of its steering. Moreover, the funding agency highlighted the corporate’s increasing function within the accelerating AI ecosystem, evident from its elevated working bills. In the meantime, on November 5, Arm Holdings Plc (NASDAQ:ARM) reported fiscal Q2 2025 outcomes, noting document income of $1.14 billion, a year-over-year enhance of 34%. In the meantime, non-GAAP EPS got here in at $0.39, surpassing the midpoint of steering. The corporate reported $620 million in royalty income with a 21% progress. Because of robust demand for next-generation AI chips, licensing grew 56% to $515 million. The quarter additionally marked heightened R&D spending, rising working bills 31% to $648 million, pushed by new chiplet and knowledge heart tasks. Trying forward, Arm Holdings Plc (NASDAQ:ARM)’s partnership with Meta, introduced throughout October, is predicted to reinforce its AI effectivity, whereas its agreed acquisition of DreamBig Semiconductor is predicted to broaden its networking IP footprint. Working throughout knowledge heart, smartphone, and IoT markets, Arm Holdings Plc (NASDAQ:ARM) designs, develops, and licenses CPU and semiconductor IP to international chipmakers and OEMs. Whereas we acknowledge the potential of ARM as an funding, we consider sure AI shares supply better upside potential and carry much less draw back danger. When you’re searching for a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.READ NEXT: 7 Finest Oil and Gasoline Penny Shares to Purchase Based on Analysts and Billionaire Jacob Rothschild’s RIT Capital Companions: 9 Shares with Large Upside Potential. Disclosure: None.