ARM (NASDAQ:ARM) Given New $160.00 Price Target at Mizuho

ARM (NASDAQ:ARM) had its price objective cut by Mizuho from $190.00 to $160.00 in a research report report published on Thursday morning,Benzinga reports. They currently have an outperform rating on the stock.

A number of other equities research analysts also recently commented on the stock. Weiss Ratings restated a “hold (c)” rating on shares of ARM in a research report on Wednesday, January 21st. Needham & Company LLC reissued a “hold” rating on shares of ARM in a report on Thursday, November 6th. Barclays upped their price objective on ARM from $115.00 to $165.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. Jefferies Financial Group set a $170.00 price objective on ARM in a research report on Thursday. Finally, Rosenblatt Securities restated a “buy” rating and set a $180.00 target price on shares of ARM in a research report on Thursday, November 6th. Sixteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $160.81.

ARM Price Performance

Shares of NASDAQ ARM opened at $110.88 on Thursday. The stock has a fifty day moving average price of $117.37 and a 200 day moving average price of $138.33. ARM has a 1-year low of $80.00 and a 1-year high of $183.16. The company has a market cap of $117.15 billion, a PE ratio of 147.84, a P/E/G ratio of 6.28 and a beta of 4.35.

ARM (NASDAQ:ARM) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. ARM had a net margin of 17.15% and a return on equity of 14.36%. The company had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter in the prior year, the firm earned $0.39 EPS. ARM’s quarterly revenue was up 26.3% on a year-over-year basis. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. Analysts anticipate that ARM will post 0.9 earnings per share for the current fiscal year.

Institutional Trading of ARM

Several large investors have recently bought and sold shares of ARM. Sustainable Growth Advisers LP raised its stake in shares of ARM by 116.8% during the 2nd quarter. Sustainable Growth Advisers LP now owns 3,457,220 shares of the company’s stock worth $559,171,000 after buying an additional 1,862,626 shares during the last quarter. Capital Research Global Investors purchased a new position in ARM during the 3rd quarter valued at about $243,098,000. Northwestern Mutual Wealth Management Co. raised its position in ARM by 2,623.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock worth $182,743,000 after acquiring an additional 1,610,403 shares during the last quarter. Hyperion Asset Management Ltd purchased a new stake in shares of ARM in the third quarter valued at about $202,980,000. Finally, Schroder Investment Management Group grew its position in shares of ARM by 41.7% in the second quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock valued at $767,611,000 after purchasing an additional 1,396,684 shares during the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

Key ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Q3 results beat revenue and EPS consensus; AI/data‑center demand drove a record quarter and 26% YoY revenue growth, giving investors confidence in secular AI tailwinds. ARM Q3 results (slide deck)
• Positive Sentiment: Management set Q4 FY26 EPS guidance (0.540–0.620) and revenue guidance above street estimates, signaling continued AI/data‑center traction into the quarter. Reuters: Arm forecasts revenue above estimates
• Positive Sentiment: CEO Rene Haas told Bloomberg the data‑center business is “exploding,” suggesting the company sees durable, higher‑margin demand beyond handsets. That bullish management tone supports investor optimism around AI exposure. Bloomberg interview: Arm CEO Says Data Center Business Is ‘Exploding’
• Positive Sentiment: Analyst sentiment remains constructive overall: several firms reaffirmed buy/overweight ratings or upgraded (e.g., New Street upgrade), and price targets — even when trimmed — still imply material upside versus the current share price. The Fly: New Street upgrade
• Neutral Sentiment: Arm announced an “Arm Everywhere” event for March 24 to highlight AI strategy and partner ecosystem — a potential catalyst but with uncertain near‑term impact on numbers. BusinessWire: Arm Everywhere event
• Negative Sentiment: Licensing revenue narrowly missed estimates and sparked an after‑hours selloff; broader industry headwinds (memory shortages, softer smartphone build plans) were cited as near‑term demand risks. These factors create downside risk to handset‑linked royalties. CNBC: Shares fall after licensing miss
• Negative Sentiment: Several firms trimmed price targets (JPMorgan, Wells Fargo, Mizuho, Rosenblatt among others) — signaling some analyst caution on near‑term handset and licensing visibility even as ratings largely stay constructive. Benzinga: analyst price target moves

About ARM

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.