ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) Receives $168.17 Average PT from Brokerages

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) has earned an average rating of “Moderate Buy” from the twenty-six brokerages that are presently covering the company, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, six have given a hold recommendation and nineteen have issued a buy recommendation on the company. The average twelve-month price target among brokers that have updated their coverage on the stock in the last year is $168.1667.

Several equities analysts have recently commented on ARM shares. Guggenheim upped their price target on shares of ARM from $201.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, March 25th. Mizuho reduced their target price on shares of ARM from $190.00 to $160.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. New Street Research upgraded shares of ARM from a “neutral” rating to a “buy” rating in a research note on Thursday, February 5th. Benchmark reaffirmed a “hold” rating on shares of ARM in a report on Thursday, February 5th. Finally, Wells Fargo & Company boosted their price objective on ARM from $150.00 to $165.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 25th.

ARM Price Performance

NASDAQ:ARM opened at $144.13 on Friday. ARM has a 12-month low of $80.00 and a 12-month high of $183.16. The firm has a market capitalization of $152.27 billion, a P/E ratio of 192.17, a P/E/G ratio of 9.10 and a beta of 4.10. The business has a 50 day simple moving average of $122.48 and a 200 day simple moving average of $134.16.

ARM (NASDAQ:ARM) last issued its earnings results on Thursday, February 5th. The company reported $0.43 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.02. The firm had revenue of $1.24 billion for 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%.The firm’s revenue for the quarter was up 26.3% on a year-over-year basis. During the same period last year, the company earned $0.39 earnings per share. Research analysts anticipate that ARM will post 0.9 EPS for the current fiscal year.

Insider Buying and Selling at ARM

In other ARM news, CFO Jason Child sold 21,280 shares of the business’s stock in a transaction on Wednesday, March 25th. The stock was sold at an average price of $148.37, for a total transaction of $3,157,313.60. Following the completion of the transaction, the chief financial officer owned 174,706 shares in the company, valued at approximately $25,921,129.22. The trade was a 10.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Rene A. Haas sold 7,986 shares of the stock in a transaction on Thursday, March 26th. The stock was sold at an average price of $160.86, for a total value of $1,284,627.96. Following the completion of the transaction, the chief executive officer directly owned 282,979 shares of the company’s stock, valued at approximately $45,520,001.94. The trade was a 2.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,133 shares of company stock worth $8,288,586 in the last ninety days.

Hedge Funds Weigh In On ARM

Large investors have recently bought and sold shares of the stock. Pacific Heights Asset Management LLC raised its position in ARM by 32.1% in the third 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 in the last quarter. Orion Porfolio Solutions LLC bought a new position in shares of ARM during the 2nd quarter valued at about $6,277,000. Voya Investment Management LLC grew its stake in shares of ARM by 15.5% in the 3rd quarter. Voya Investment Management LLC now owns 202,443 shares of the company’s stock worth $28,644,000 after purchasing an additional 27,228 shares during the last quarter. Stanley Laman Group Ltd. acquired a new position in shares of ARM in the 3rd quarter worth approximately $6,219,000. Finally, Lansdowne Partners UK LLP bought a new stake in shares of ARM in the 3rd quarter worth approximately $8,486,000. Institutional investors and hedge funds own 7.53% of the company’s stock.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled an in-house AGI/data‑center CPU and said it could add roughly $15 billion in annual revenue within a few years, plus Meta is positioned as an early customer — a major new revenue pathway beyond licensing. Arm Holdings Stock Soars As Company Targets $15 Billion In Annual Sales From New In-House Chip
• Positive Sentiment: A cluster of analyst upgrades and price‑target raises (Needham, Wells Fargo, Deutsche Bank, Rosenblatt, Barclays and others) has lifted sentiment and institutional interest, supporting higher forward expectations. Arm’s stock nabs another upgrade. It’s never been this loved by analysts.
• Positive Sentiment: Unusually large call‑option volume signals speculative bullish positioning from traders, which can amplify near‑term upside on positive headlines. Stock Traders Purchase Large Volume of Call Options on ARM (NASDAQ:ARM)
• Neutral Sentiment: Trading volume jumped on the analyst news/upgrade flow, suggesting active repositioning by funds and retail investors — volume confirms conviction but can also precede profit‑taking. ARM (NASDAQ:ARM) Sees Strong Trading Volume on Analyst Upgrade
• Neutral Sentiment: Technical metrics improved (Relative Strength rating jumped), which reflects momentum but also increases the chance of short‑term mean reversion. Arm Holdings Stock Sees Relative Strength Rating Jump To 87
• Negative Sentiment: Mainstream press and analysts warn the pivot from IP licensor to chip seller must go nearly perfectly — execution, customer wins beyond Meta and competitive intensity are material risks that could damp long‑term upside. Arm’s Timing Is Good, but Big Chip Move Now Has to Go Perfectly
• Negative Sentiment: Sentiment/technicals show the stock entered overbought territory and the shares now carry a rich valuation, so profit‑taking and a pullback were predictable after the sharp run. Arm Stock Just Entered Overbought Territory. Is It Too Late to Chase the Rally Here?

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.