ARM (NASDAQ:ARM) Receives Buy Rating from Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of ARM (NASDAQ:ARM) in a research note published on Wednesday morning,Benzinga reports. The firm currently has a $175.00 target price on the stock.

A number of other equities research analysts have also weighed in on ARM. Evercore lowered their price objective on shares of ARM from $215.00 to $170.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. HSBC upgraded shares of ARM from a “reduce” rating to a “buy” rating and lifted their target price for the stock from $90.00 to $205.00 in a research report on Friday, March 20th. TD Cowen lowered their price target on shares of ARM from $190.00 to $165.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Benchmark restated a “hold” rating on shares of ARM in a research report on Thursday, February 5th. Finally, Mizuho reduced their price objective on ARM from $190.00 to $160.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. Eighteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $166.78.

ARM Trading Up 16.4%

Shares of NASDAQ ARM opened at $157.07 on Wednesday. The stock’s 50-day moving average is $120.72 and its 200 day moving average is $134.17. The stock has a market cap of $165.95 billion, a price-to-earnings ratio of 209.43, a P/E/G ratio of 9.31 and a beta of 4.11. ARM has a 1-year low of $80.00 and a 1-year high of $183.16.

ARM (NASDAQ:ARM) last issued its earnings results on Wednesday, February 4th. The company reported $0.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.02. ARM had a return on equity of 14.01% and a net margin of 17.15%.The business had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the prior year, the firm earned $0.39 earnings per share. ARM’s revenue for the quarter was up 26.3% on a year-over-year basis. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, analysts forecast that ARM will post 0.9 EPS for the current fiscal year.

Institutional Investors Weigh In On ARM

Several hedge funds have recently bought and sold shares of ARM. GAMMA Investing LLC grew its holdings in ARM by 126.0% in the third quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock worth $25,000 after purchasing an additional 97 shares during the period. Grey Fox Wealth Advisors LLC purchased a new position in shares of ARM during the third quarter valued at approximately $28,000. FWL Investment Management LLC bought a new stake in shares of ARM in the 2nd quarter worth approximately $34,000. Mcguire Capital Advisors Inc. bought a new stake in shares of ARM in the 4th quarter worth approximately $30,000. Finally, Strategic Investment Solutions Inc. IL grew its stake in shares of ARM by 238.1% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company’s stock worth $40,000 after buying an additional 200 shares during the last quarter. Institutional investors own 7.53% of the company’s stock.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled the AGI CPU — its first in‑house data‑center processor — and said the product targets “agentic AI” workloads with Meta as a launch customer; management also guided to multi‑billion annual sales from the new silicon effort. Reuters: Arm jumps as new AI chip to drive billions annual revenue
• Positive Sentiment: Company projections and analyst repricing: Arm suggested the new chip could generate roughly $15B in revenue by 2031 (some headlines cited even larger figures), and multiple firms raised price targets or upgraded ratings after the announcement — driving bullish sentiment. Forbes: Arm Shares Surge 18% On $15 Billion AI Chip Sales Forecast
• Positive Sentiment: Options and market momentum: heavy call buying was reported (large unusual call volume), amplifying upside pressure; macro/tech tailwinds (chip optimism, lower VIX) supported a broad tech rally that helped amplify Arm’s move. Fool: Stock Market Today — chip optimism boosts tech
• Neutral Sentiment: Official corporate release: Arm formally announced the “Arm AGI CPU” and the company’s shift from pure IP licensing into selling branded silicon — a structural business change that creates both new revenue upside and new execution responsibilities. BusinessWire: Arm expands compute platform to silicon products
• Neutral Sentiment: Market positioning vs incumbents: some coverage notes Nvidia and other incumbents aren’t necessarily threatened in the near term — Arm’s entry expands choices for hyperscalers but won’t instantly displace entrenched AI GPU/accelerator suppliers. Yahoo: Nvidia Stock Is Rising — Why Arm’s New AI Chip Is Not a Threat
• Negative Sentiment: Execution and margin risk: moving from licensing to building and selling silicon is capital‑intensive and operationally complex; some analysts and commentators flagged uncertainty around Arm’s ability to scale manufacturing, margin impacts, and competitive response from Intel/AMD. Proactive: Arm’s AI chip push lifts shares, but analysts question upside potential

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.