February 6, 2026 05:00 AM GMT Arm Holdings plc | North America Pullback creates a buying opportunity Near-term shortages stress sentiment on royalties growth while a longer term transition to complete chip design offers strong intrigue. These opposing forces add to volatility and will be the tale of price progression into FY27. We keep our $135 price target and Overweight rating despite shortage fears. Key Takeaways Concerns outweigh longer-term transition. Management struck a positive tone on the Q3 result ...