ARM (NASDAQ:ARM) Stock Price Up 2.5% on Analyst Upgrade

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM)’s share price shot up 2.5% during mid-day trading on Wednesday after Wells Fargo & Company raised their price target on the stock from $165.00 to $175.00. Wells Fargo & Company currently has an overweight rating on the stock. ARM traded as high as $158.37 and last traded at $155.07. 8,286,328 shares changed hands during trading, an increase of 20% from the average session volume of 6,922,596 shares. The stock had previously closed at $151.28.

ARM has been the subject of a number of other reports. TD Cowen cut 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. Evercore dropped their price objective on ARM from $215.00 to $170.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Mizuho reduced their target price on shares of ARM from $190.00 to $160.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. KeyCorp reaffirmed an “overweight” rating on shares of ARM in a research note on Thursday, February 5th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of ARM in a research note on Wednesday, January 21st. Nineteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $168.58.

Insider Activity at ARM

In other news, CEO Rene A. Haas sold 7,986 shares of the business’s stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $160.86, for a total transaction of $1,284,627.96. Following the completion of the sale, the chief executive officer directly owned 282,979 shares of the company’s stock, valued at $45,520,001.94. The trade was a 2.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Jason Child sold 21,280 shares of the stock in a transaction on Wednesday, March 25th. The stock was sold at an average price of $148.37, for a total value of $3,157,313.60. Following the completion of the transaction, the chief financial officer directly owned 174,706 shares in the company, valued at $25,921,129.22. This trade represents a 10.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 53,133 shares of company stock worth $8,288,586 over the last three months.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Jim Cramer publicly labeled ARM “one of the most important companies in the semiconductor industry,” highlighting ARM’s new first in‑house data‑center CPU — a high‑profile endorsement that can boost retail and institutional interest. Jim Cramer Calls Arm Holdings
• Positive Sentiment: Wells Fargo raised its price target to $175 and kept an “overweight” rating, signaling sizable analyst conviction (reported ~13.7% upside to their PT). Analyst upgrades and higher targets can support further buying. Wells Fargo price target raise
• Positive Sentiment: IBD’s SmartSelect Composite Rating for ARM rose to 96 (from 93), reflecting improving technical/relative strength metrics that often attract momentum investors. IBD Composite Rating Rises
• Positive Sentiment: ARM’s CFO explained the strategic CPU/chip pivot and argued that “agentic AI” demand creates meaningful TAM, positioning ARM to offer customized silicon — a narrative that supports higher revenue expectations if execution succeeds. ARM CFO interview
• Neutral Sentiment: Multiple outlets (MSN, The Motley Fool) noted the recent surge in ARM stock and are parsing the drivers, reflecting increased media attention rather than new financial data. MSN coverage Fool: Why Arm Stock Surged
• Neutral Sentiment: Reuters’ Breakingviews frames ARM’s move into chipmaking as a bold, high‑risk/high‑reward strategy — useful context for investors weighing execution risk versus long‑term AI upside. Reuters Breakingviews
• Negative Sentiment: Management acknowledged supply constraints even as it pivots to in‑house silicon; near‑term production or capacity bottlenecks could limit revenue ramp and margin expansion. ARM CFO interview (supply constraints)
• Positive Sentiment: Industry analysis is projecting large revenue potential for ARM’s AGI‑focused chips (reports suggesting multi‑billion dollar annual revenue by 2031), a bullish long‑term thesis if ARM converts design wins into volume. AGI chip revenue projection

Institutional Trading of ARM

A number of institutional investors and hedge funds have recently bought and sold shares of ARM. Morgan Stanley increased its stake in ARM by 1.2% during the fourth quarter. Morgan Stanley now owns 3,783,006 shares of the company’s stock valued at $413,521,000 after purchasing an additional 45,314 shares during the last quarter. Invesco Ltd. grew its holdings in ARM by 36.9% in the 4th quarter. Invesco Ltd. now owns 2,426,850 shares of the company’s stock worth $265,279,000 after buying an additional 654,727 shares in the last quarter. Coatue Management LLC raised its stake in ARM by 1.8% during the 4th quarter. Coatue Management LLC now owns 2,300,000 shares of the company’s stock valued at $251,413,000 after acquiring an additional 40,174 shares in the last quarter. Wellington Management Group LLP boosted its position in ARM by 41.6% during the 4th quarter. Wellington Management Group LLP now owns 2,149,159 shares of the company’s stock worth $234,925,000 after acquiring an additional 631,576 shares during the period. Finally, Schroder Investment Management Group grew its stake in shares of ARM by 11.0% in the fourth quarter. Schroder Investment Management Group now owns 1,891,310 shares of the company’s stock worth $206,739,000 after purchasing an additional 187,035 shares in the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

ARM Stock Up 2.5%

The business’s 50 day moving average is $123.98 and its two-hundred day moving average is $134.04. The firm has a market capitalization of $163.83 billion, a P/E ratio of 206.76, a PEG ratio of 8.65 and a beta of 4.11.

ARM (NASDAQ:ARM) last announced its earnings results on Thursday, February 5th. The company reported $0.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.41 by $0.02. ARM had a net margin of 17.15% and a return on equity of 14.01%. The firm had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the prior year, the firm posted $0.39 EPS. ARM’s revenue was up 26.3% compared to the same quarter last year. As a group, equities analysts anticipate that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current fiscal year.

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.