ARM (NASDAQ:ARM) Given New $175.00 Price Target at Royal Bank Of Canada

ARM (NASDAQ:ARM) had its target price hoisted by Royal Bank Of Canada from $130.00 to $175.00 in a research note released on Wednesday,Benzinga reports. The firm currently has an outperform rating on the stock.

ARM has been the subject of a number of other reports. Weiss Ratings reissued a “hold (c)” rating on shares of ARM in a research report on Wednesday, January 21st. Raymond James Financial upgraded ARM from a “market perform” rating to an “outperform” rating and set a $166.00 price target on the stock in a research note on Wednesday. TD Cowen reduced their price target on ARM from $190.00 to $165.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Bank of America restated a “neutral” rating and set a $120.00 price objective on shares of ARM in a research note on Tuesday, January 13th. Finally, HSBC upgraded ARM from a “reduce” rating to a “buy” rating and lifted their price objective for the stock from $90.00 to $205.00 in a report on Friday, March 20th. Eighteen equities research 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’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $166.78.

ARM Stock Up 16.4%

ARM opened at $157.07 on Wednesday. The firm’s 50 day moving average is $120.72 and its 200-day moving average is $134.17. ARM has a 52-week low of $80.00 and a 52-week high of $183.16. The firm has a market capitalization of $165.95 billion, a P/E ratio of 209.43, a P/E/G ratio of 9.31 and a beta of 4.11.

ARM (NASDAQ:ARM) last announced its 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. The business had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. The business’s quarterly revenue was up 26.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.39 earnings per share. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. Equities analysts expect that ARM will post 0.9 earnings per share for the current fiscal year.

Hedge Funds Weigh In On ARM

Hedge funds have recently bought and sold shares of the company. Capital Research Global Investors bought a new position in ARM during the 3rd quarter worth approximately $243,098,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of ARM by 2,623.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock valued at $182,743,000 after acquiring an additional 1,610,403 shares during the last quarter. Hyperion Asset Management Ltd acquired a new stake in shares of ARM during the 3rd quarter valued at approximately $202,980,000. Schroder Investment Management Group raised its position in shares of ARM by 41.7% during the 2nd quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock valued at $767,611,000 after acquiring an additional 1,396,684 shares in the last quarter. Finally, Employees Provident Fund Board bought a new position in ARM during the fourth quarter worth $120,241,000. 7.53% of the stock is currently owned by institutional investors and hedge funds.

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.