ARM (NASDAQ:ARM) Price Target Raised to $165.00

ARM (NASDAQ:ARM) had its price target upped by Wells Fargo & Company from $150.00 to $165.00 in a research note released on Wednesday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

A number of other equities research analysts also recently commented on the stock. The Goldman Sachs Group downgraded shares of ARM from a “neutral” rating to a “sell” rating and cut their target price for the stock from $160.00 to $120.00 in a research report on Monday, December 15th. Mizuho dropped their price target on ARM from $190.00 to $160.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Benchmark reaffirmed a “hold” rating on shares of ARM in a report on Thursday, February 5th. Weiss Ratings restated a “hold (c)” rating on shares of ARM in a report on Wednesday, January 21st. Finally, Guggenheim upped their price objective on ARM from $201.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday. Nineteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $168.17.

ARM Price Performance

Shares of NASDAQ ARM opened at $144.13 on Wednesday. ARM has a 1 year low of $80.00 and a 1 year high of $183.16. The firm has a 50-day moving average of $122.48 and a 200 day moving average of $134.35. The stock has a market cap of $152.27 billion, a P/E ratio of 192.17, a price-to-earnings-growth ratio of 9.78 and a beta of 4.11.

ARM (NASDAQ:ARM) last released its earnings results on Thursday, February 5th. The company reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. The firm had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.The company’s quarterly revenue was up 26.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.39 earnings per share. Research analysts expect that ARM will post 0.9 earnings per share for the current fiscal year.

Insider Buying and Selling at ARM

In other news, CFO Jason Child sold 21,280 shares of the stock in a transaction on Wednesday, March 25th. The shares were sold at an average price of $148.37, for a total value of $3,157,313.60. Following the sale, the chief financial officer owned 174,706 shares in the company, valued at $25,921,129.22. This represents a 10.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Rene A. Haas sold 7,986 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 282,979 shares in the company, valued at $45,520,001.94. This represents a 2.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 53,133 shares of company stock worth $8,288,586 over the last ninety days.

Institutional Inflows and Outflows

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