ARM (NASDAQ:ARM) Given New $175.00 Price Target at Rosenblatt Securities

ARM (NASDAQ:ARM) had its price objective reduced by Rosenblatt Securities from $180.00 to $175.00 in a research note published on Thursday,Benzinga reports. They currently have a buy rating on the stock.

ARM has been the subject of a number of other research reports. Evercore ISI lowered their target price on ARM from $215.00 to $170.00 and set an “outperform” rating for the company in a report on Thursday. Loop Capital lifted their target price on ARM from $155.00 to $180.00 and gave the company a “buy” rating in a research report on Wednesday, November 12th. Jefferies Financial Group set a $170.00 price target on ARM in a research report on Thursday. Citigroup cut shares of ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. Finally, Raymond James Financial began coverage on shares of ARM in a research report on Friday, November 21st. They issued a “hold” rating on the stock. Sixteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, ARM has an average rating of “Moderate Buy” and an average target price of $160.81.

ARM Stock Performance

NASDAQ ARM opened at $110.88 on Thursday. The stock has a market cap of $117.15 billion, a price-to-earnings ratio of 147.84, a PEG ratio of 6.28 and a beta of 4.35. The business has a 50 day simple moving average of $117.37 and a 200 day simple moving average of $138.33. ARM has a 52-week low of $80.00 and a 52-week high of $183.16.

ARM (NASDAQ:ARM) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.43 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $1.23 billion. During the same quarter in the prior year, the company earned $0.39 earnings per share. The business’s quarterly revenue was up 26.3% compared to the same quarter last year. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, analysts predict that ARM will post 0.9 EPS for the current year.

Institutional Investors Weigh In On ARM

Several hedge funds have recently bought and sold shares of ARM. GAMMA Investing LLC boosted its stake in ARM by 126.0% in the 3rd quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock valued at $25,000 after purchasing an additional 97 shares during the period. Grey Fox Wealth Advisors LLC acquired a new stake in shares of ARM during the third quarter worth $28,000. Huntington National Bank bought a new stake in shares of ARM in the second quarter valued at about $30,000. Navalign LLC acquired a new position in shares of ARM in the fourth quarter valued at about $33,000. Finally, FWL Investment Management LLC acquired a new position in shares of ARM in the second quarter valued at about $34,000. 7.53% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting ARM

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

ARM Company Profile

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.