ARM (NASDAQ:ARM) Price Target Raised to $140.00 at Deutsche Bank Aktiengesellschaft

ARM (NASDAQ:ARM) had its price objective upped by Deutsche Bank Aktiengesellschaft from $125.00 to $140.00 in a research report report published on Wednesday morning,Benzinga reports. They currently have a hold rating on the stock.

A number of other analysts have also issued reports on the company. KeyCorp reaffirmed an “overweight” rating on shares of ARM in a research note on Thursday, February 5th. Susquehanna raised ARM from a “neutral” rating to a “positive” rating and set a $150.00 price objective for the company in a research note on Wednesday, January 21st. New Street Research upgraded ARM from a “neutral” rating to a “buy” rating in a report on Thursday, February 5th. Raymond James Financial raised shares of ARM from a “market perform” rating to an “outperform” rating and set a $166.00 target price for the company in a report on Wednesday. Finally, Jefferies Financial Group set a $170.00 target price on shares of ARM in a research report on Thursday, February 5th. Eighteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, 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 ARM stock opened at $157.07 on Wednesday. ARM has a twelve month low of $80.00 and a twelve month high of $183.16. The firm has a market capitalization of $165.95 billion, a PE ratio of 209.43, a P/E/G ratio of 9.31 and a beta of 4.11. The firm’s 50-day moving average price is $120.72 and its 200 day moving average price is $134.17.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.43 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 company had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same period in the previous year, the business 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. On average, sell-side analysts predict that ARM will post 0.9 EPS for the current fiscal year.

Hedge Funds Weigh In On ARM

Institutional investors have recently added to or reduced their stakes in the stock. Pacific Heights Asset Management LLC increased its stake in shares of ARM by 32.1% in the 3rd quarter. Pacific Heights Asset Management LLC now owns 185,000 shares of the company’s stock worth $26,176,000 after acquiring an additional 45,000 shares during the last quarter. Orion Porfolio Solutions LLC acquired a new position in shares of ARM during the 2nd quarter valued at about $6,277,000. Voya Investment Management LLC boosted its position in shares of ARM by 15.5% during the 3rd quarter. Voya Investment Management LLC now owns 202,443 shares of the company’s stock valued at $28,644,000 after acquiring an additional 27,228 shares during the last quarter. Stanley Laman Group Ltd. purchased a new stake in shares of ARM in the third quarter valued at about $6,219,000. Finally, Lansdowne Partners UK LLP purchased a new stake in shares of ARM in the third quarter valued at about $8,486,000. Hedge funds and other institutional investors own 7.53% of the company’s stock.

Key Headlines Impacting 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.