Arm price target lowered to $115 from $125 at Barclays

Barclays analyst Tom O’Malley lowered the firm’s price target on Arm (ARM) to $115 from $125 and keeps an Overweight rating on the shares following the fiscal Q4 report. Arm’s near-term numbers “are a bit weaker than we would have liked,” but the real disappointment comes on the “vanishing disclosure” around fiscal 2026 guidance and v9 mix, where :better visibility would go a long way,” the analyst tells investors in a research note.