ARM (NASDAQ:ARM) Price Target Cut to $165.00 by Analysts at TD Cowen

ARM (NASDAQ:ARM) had its price target lowered by TD Cowen from $190.00 to $165.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a buy rating on the stock.

ARM has been the subject of several other research reports. Royal Bank Of Canada decreased their price objective on ARM from $140.00 to $130.00 and set an “outperform” rating for the company in a research note on Thursday. Barclays raised their target price on shares of ARM from $115.00 to $165.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. KeyCorp reiterated an “overweight” rating on shares of ARM in a report on Thursday. Morgan Stanley dropped their price objective on shares of ARM from $180.00 to $135.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Finally, Susquehanna raised shares of ARM from a “neutral” rating to a “positive” rating and set a $150.00 price objective for the company in a research report on Wednesday, January 21st. Sixteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $160.81.

ARM Stock Up 5.7%

NASDAQ:ARM opened at $110.88 on Thursday. ARM has a 52 week low of $80.00 and a 52 week high of $183.16. The company has a fifty day simple moving average of $117.37 and a two-hundred day simple moving average of $138.33. The company has a market cap of $117.15 billion, a price-to-earnings ratio of 147.84, a price-to-earnings-growth ratio of 6.28 and a beta of 4.35.

ARM (NASDAQ:ARM) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.02. ARM had a return on equity of 14.36% and a net margin of 17.15%.The business had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.23 billion. During the same period last year, the firm earned $0.39 earnings per share. The company’s revenue for the quarter was up 26.3% compared to the same quarter last year. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, analysts expect that ARM will post 0.9 EPS for the current year.

Institutional Investors Weigh In On ARM

Several hedge funds and other institutional investors have recently bought and sold shares of ARM. Compound Planning Inc. boosted its stake in ARM by 4.6% in the third quarter. Compound Planning Inc. now owns 1,569 shares of the company’s stock valued at $222,000 after acquiring an additional 69 shares in the last quarter. Ritholtz Wealth Management boosted its position in shares of ARM by 3.0% in the 3rd quarter. Ritholtz Wealth Management now owns 2,439 shares of the company’s stock valued at $345,000 after purchasing an additional 70 shares during the period. Rathbones Group PLC grew its stake in ARM by 0.7% during the 3rd quarter. Rathbones Group PLC now owns 10,552 shares of the company’s stock worth $1,493,000 after buying an additional 70 shares during the last quarter. Nwam LLC lifted its stake in ARM by 4.3% in the third quarter. Nwam LLC now owns 1,711 shares of the company’s stock valued at $242,000 after buying an additional 71 shares during the last quarter. Finally, Kovack Advisors Inc. lifted its stake in ARM by 2.0% in the third quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock valued at $510,000 after buying an additional 72 shares during the last quarter. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM News Summary

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Q3 results beat revenue and EPS consensus; AI/data‑center demand drove a record quarter and 26% YoY revenue growth, giving investors confidence in secular AI tailwinds. ARM Q3 results (slide deck)
• Positive Sentiment: Management set Q4 FY26 EPS guidance (0.540–0.620) and revenue guidance above street estimates, signaling continued AI/data‑center traction into the quarter. Reuters: Arm forecasts revenue above estimates
• Positive Sentiment: CEO Rene Haas told Bloomberg the data‑center business is “exploding,” suggesting the company sees durable, higher‑margin demand beyond handsets. That bullish management tone supports investor optimism around AI exposure. Bloomberg interview: Arm CEO Says Data Center Business Is ‘Exploding’
• Positive Sentiment: Analyst sentiment remains constructive overall: several firms reaffirmed buy/overweight ratings or upgraded (e.g., New Street upgrade), and price targets — even when trimmed — still imply material upside versus the current share price. The Fly: New Street upgrade
• Neutral Sentiment: Arm announced an “Arm Everywhere” event for March 24 to highlight AI strategy and partner ecosystem — a potential catalyst but with uncertain near‑term impact on numbers. BusinessWire: Arm Everywhere event
• Negative Sentiment: Licensing revenue narrowly missed estimates and sparked an after‑hours selloff; broader industry headwinds (memory shortages, softer smartphone build plans) were cited as near‑term demand risks. These factors create downside risk to handset‑linked royalties. CNBC: Shares fall after licensing miss
• Negative Sentiment: Several firms trimmed price targets (JPMorgan, Wells Fargo, Mizuho, Rosenblatt among others) — signaling some analyst caution on near‑term handset and licensing visibility even as ratings largely stay constructive. Benzinga: analyst price target moves

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.