ARM Holdings, the semiconductor design powerhouse, has become a focal point in current stock market discussions as analysts adjust their financial projections for the company. According to the latest FactSet survey data, 33 analysts have revised their 2026 earnings per share (EPS) estimates for ARM, with the median projection decreasing from $1.77 to $1.72.

This downward revision reflects growing caution among market analysts about the company's near-term profitability. The EPS estimates show a range from $2.03 at the high end to $1.44 at the low end, with the average estimate standing at $1.73 and the median at $1.72, indicating relatively narrow disagreement among analysts.

Revenue Growth Projections Remain Strong

For revenue projections, analysts anticipate ARM Holdings will generate between $4.549 billion and $4.975 billion in 2026, with the average estimate at $4.761 billion. Looking further ahead, revenue is projected to potentially reach $11.645 billion by 2029, highlighting the company's significant growth potential in the coming years.

"While we're seeing some short-term pressure on earnings estimates, the long-term growth trajectory for ARM remains intact," noted one industry analyst who preferred to remain anonymous.

Historical Performance and Future Outlook

ARM's historical EPS figures reveal some volatility in recent years: $0.38 in 2021 , $0.54 in 2022 , and $0.51 in 2023 . Current projections suggest improvement to $0.75 by 2025 before the anticipated dip in 2026.

Despite the modest EPS revision for 2026, analysts maintain a generally optimistic view of ARM's future, with the target price holding steady at $155.00. This stability in valuation suggests confidence in ARM's strategic position within the rapidly evolving global technology sector.

As a key player in semiconductor design, ARM Holdings continues to attract investor attention, particularly as the tech industry navigates through periods of both innovation and economic uncertainty. These updated projections provide valuable benchmarks for investors evaluating ARM's investment potential in the context of broader market trends.