ARM (NASDAQ:ARM) Given New $240.00 Price Target at Guggenheim

ARM (NASDAQ:ARM) had its price objective upped by Guggenheim from $201.00 to $240.00 in a research report released on Wednesday morning,Benzinga reports. Guggenheim currently has a buy rating on the stock.

Other research analysts have also recently issued reports about the stock. Mizuho decreased their target price on shares of ARM from $190.00 to $160.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. New Street Research upgraded shares of ARM from a “neutral” rating to a “buy” rating in a report on Thursday, February 5th. Raymond James Financial upgraded shares of ARM from a “market perform” rating to an “outperform” rating and set a $166.00 price target for the company in a research report on Wednesday. KeyCorp reaffirmed an “overweight” rating on shares of ARM in a research note on Thursday, February 5th. Finally, HSBC upgraded shares of 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 research report on Friday, March 20th. Eighteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, ARM has a consensus rating of “Moderate Buy” and an average price target of $166.78.

ARM Stock Up 16.4%

Shares of ARM stock opened at $157.07 on Wednesday. ARM has a 12-month low of $80.00 and a 12-month high of $183.16. The firm has a market capitalization of $165.95 billion, a PE ratio of 209.43, a price-to-earnings-growth ratio of 9.31 and a beta of 4.11. The stock’s fifty day moving average is $120.72 and its 200-day moving average is $134.17.

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 analysts’ consensus estimates of $0.41 by $0.02. The business had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.ARM’s revenue for the quarter was up 26.3% on a year-over-year basis. During the same quarter last year, the company posted $0.39 EPS. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. Analysts expect that ARM will post 0.9 EPS for the current year.

Institutional Trading of ARM

A number of hedge funds have recently made changes to their positions in the stock. GAMMA Investing LLC grew its position in ARM by 126.0% during the third quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock valued at $25,000 after purchasing an additional 97 shares in the last quarter. Grey Fox Wealth Advisors LLC acquired a new position in ARM in the 3rd quarter valued at approximately $28,000. Mcguire Capital Advisors Inc. purchased a new stake in ARM in the 4th quarter worth approximately $30,000. Navalign LLC purchased a new stake in ARM in the 4th quarter worth approximately $33,000. Finally, FWL Investment Management LLC acquired a new stake in shares of ARM during the 2nd quarter valued at $34,000. 7.53% of the stock is owned by hedge funds and other institutional investors.

More ARM News

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

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.