ARM (NASDAQ:ARM) Given New $255.00 Price Target at Guggenheim

ARM (NASDAQ:ARM) had its price objective lifted by Guggenheim from $240.00 to $255.00 in a research report released on Thursday morning,Benzinga reports. The brokerage currently has a buy rating on the stock.

Several other brokerages also recently weighed in on ARM. HSBC raised ARM from a “reduce” rating to a “buy” rating and lifted their target price for the company from $90.00 to $205.00 in a research note on Friday, March 20th. Evercore reduced their price objective on shares of ARM from $215.00 to $170.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. JPMorgan Chase & Co. decreased their target price on shares of ARM from $180.00 to $145.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. TD Cowen boosted their price target on shares of ARM from $165.00 to $265.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Benchmark reissued a “hold” rating on shares of ARM in a report on Thursday, February 5th. Nineteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, ARM currently has an average rating of “Moderate Buy” and an average price target of $199.61.

ARM Price Performance

NASDAQ:ARM traded up $1.63 during midday trading on Thursday, reaching $214.94. 8,288,097 shares of the company traded hands, compared to its average volume of 7,700,383. ARM has a twelve month low of $100.02 and a twelve month high of $239.50. The company has a fifty day moving average price of $154.24 and a 200 day moving average price of $138.41. The firm has a market capitalization of $227.09 billion, a price-to-earnings ratio of 256.84, a price-to-earnings-growth ratio of 10.67 and a beta of 3.40.

ARM (NASDAQ:ARM) last released its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. The business had revenue of $1.49 billion during the quarter. ARM had a net margin of 18.37% and a return on equity of 12.80%. On average, equities research analysts forecast that ARM will post 1.18 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 company’s stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $180.00, for a total transaction of $3,830,400.00. Following the completion of the sale, the chief financial officer directly owned 153,426 shares of the company’s stock, valued at $27,616,680. This represents a 12.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Rene A. Haas sold 9,299 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $160.85, for a total value of $1,495,744.15. Following the sale, the chief executive officer owned 273,680 shares in the company, valued at approximately $44,021,428. The trade was a 3.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 83,712 shares of company stock valued at $13,614,730.

Institutional Trading of ARM

Several institutional investors have recently made changes to their positions in ARM. Grey Fox Wealth Advisors LLC purchased a new stake in ARM in the 3rd quarter worth approximately $28,000. Syntax Research Inc. acquired a new stake in shares of ARM during the 1st quarter valued at about $30,000. FWL Investment Management LLC acquired a new position in shares of ARM during the 2nd quarter worth $34,000. Cassaday & Co Wealth Management LLC acquired a new stake in ARM in the 1st quarter worth approximately $40,000. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of ARM in the fourth quarter worth $30,000. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm beat Q4 estimates and issued upbeat near‑term guidance, giving investors confidence in revenue/earnings momentum. Arm Holdings plc Reports Results for the Fourth Quarter and Fiscal Year Ended 2026
• Positive Sentiment: Management disclosed more than $2 billion of customer demand for its first in‑house data‑center/AI CPU — a new, higher‑margin revenue stream if orders convert. Arm Holdings Reports Higher Profit, Strong Demand for New CPUs
• Positive Sentiment: Multiple brokers raised price targets (examples: Wells Fargo, Guggenheim, Needham, Rosenblatt), reflecting bullish views on AI exposure. Broker coverage roundup
• Neutral Sentiment: CEO Rene Haas is doing media outreach to clarify the company’s roadmap and temper short‑term fears while emphasizing AI demand — useful for investor optics but not an immediate earnings driver. Arm CEO looks to set the record straight after the stock’s post-earnings tumble
• Neutral Sentiment: Goldman published a constructive forecast for ARM but retained a sell rating, highlighting disagreement among analysts on valuation vs. execution risk. The Goldman Sachs Group Issues Positive Forecast for ARM (NASDAQ:ARM) Stock Price
• Negative Sentiment: Arm warned of weakness in the smartphone market — a core revenue contributor — and that contributed to intraday selling. Arm shares slide on smartphone market weakness, AI chip supply concerns
• Negative Sentiment: Management flagged potential supply constraints for AI chips and memory — investors worry strong demand may be hard to monetize quickly. AI Is Making Smartphones More Expensive—But Not For The Reason You Think
• Negative Sentiment: Some analysts and investors argue the AI upside is already priced in and near‑term execution (order fulfillment, margin conversion) is the main risk, which pressured the stock after earnings. Arm slides as investors question near-term monetization of AI demand

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.