Mizuho Issues Positive Forecast for ARM (NASDAQ:ARM) Stock Price

ARM (NASDAQ:ARM) had its target price raised by Mizuho from $230.00 to $255.00 in a research report sent to investors on Wednesday morning,Benzinga reports. Mizuho currently has an outperform rating on the stock.

Other research analysts also recently issued research reports about the stock. KeyCorp reiterated an “overweight” rating on shares of ARM in a report on Thursday, February 5th. Rosenblatt Securities restated a “buy” rating and set a $175.00 price objective on shares of ARM in a report on Wednesday, March 25th. Weiss Ratings restated a “hold (c)” rating on shares of ARM in a report on Monday, April 20th. Citigroup downgraded shares of ARM from a “buy” rating to a “hold” rating in a report on Tuesday, January 13th. Finally, TD Cowen dropped their price objective on shares of ARM from $190.00 to $165.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Eighteen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $177.75.

ARM Price Performance

Shares of ARM opened at $237.30 on Wednesday. The company has a market capitalization of $250.71 billion, a PE ratio of 316.40, a price-to-earnings-growth ratio of 9.39 and a beta of 3.40. ARM has a one year low of $100.02 and a one year high of $239.50. The company’s fifty day moving average price is $152.53 and its 200 day moving average price is $138.08.

ARM (NASDAQ:ARM) last announced its earnings results on Wednesday, May 6th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.58 by $0.02. The firm had revenue of $1.49 billion for the quarter, compared to the consensus estimate of $1.47 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. The business’s quarterly revenue was up 20.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.55 EPS. ARM has set its Q1 2027 guidance at 0.360-0.440 EPS. Analysts anticipate that ARM will post 0.85 earnings per share for the current year.

Insider Activity

In other news, CFO Jason Child sold 21,280 shares of ARM stock in a transaction dated Wednesday, March 25th. The shares were sold at an average price of $148.37, for a total transaction of $3,157,313.60. Following the sale, the chief financial officer directly 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 Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Rene A. Haas sold 23,867 shares of ARM stock in a transaction dated Wednesday, March 25th. The shares were sold at an average price of $161.17, for a total transaction of $3,846,644.39. Following the sale, the chief executive officer owned 290,965 shares in the company, valued at approximately $46,894,829.05. This trade represents a 7.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 83,712 shares of company stock worth $13,614,730.

Institutional Trading of ARM

Several institutional investors have recently made changes to their positions in the business. Spartan Wealth Advisory Services LLC acquired a new stake in shares of ARM during the 1st quarter valued at about $245,000. Ascent Wealth Partners LLC boosted its position in shares of ARM by 12.8% during the 1st quarter. Ascent Wealth Partners LLC now owns 13,217 shares of the company’s stock valued at $1,999,000 after acquiring an additional 1,499 shares in the last quarter. Assetmark Inc. boosted its position in shares of ARM by 24.7% during the 1st quarter. Assetmark Inc. now owns 81,627 shares of the company’s stock valued at $12,349,000 after acquiring an additional 16,149 shares in the last quarter. SteelPeak Wealth LLC acquired a new stake in shares of ARM during the 1st quarter valued at about $320,000. Finally, Independent Financial Group LLC acquired a new stake in shares of ARM during the 1st quarter valued at about $1,377,000. 7.53% of the stock is currently owned by institutional investors and hedge funds.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Beat on results — ARM posted $0.60 EPS on $1.49B revenue, topping Street estimates and showing solid margins. Read More.
• Positive Sentiment: Upbeat guidance — ARM guided Q1 FY27 revenue around $1.26B and EPS to $0.36–$0.44 (midpoint ~$0.40), above consensus, reducing near‑term execution risk. Read More.
• Positive Sentiment: Large demand for new CPU — management said there is more than $2B of customer demand for its new Arm AGI/data‑center CPU across fiscal 2027–28, validating the company’s move into full‑chip economics. Read More.
• Positive Sentiment: AI/industry tailwinds — upside was amplified by a broader chip rally after strong AMD guidance and investor optimism around AI infrastructure spending. Read More.
• Neutral Sentiment: Official filing and shareholder letter published (full results and outlook available). Read More.
• Neutral Sentiment: Unusually large call buying was recorded into the print, indicating speculative/leveraged bullish positioning that can amplify moves in either direction. (Options flow reported in market commentary.)
• Negative Sentiment: Strategic risk — ARM’s shift into designing its own data‑center CPUs could pit it against some licensees/customers, creating potential channel or competitive friction. Read More.
• Negative Sentiment: Valuation and technical caution — the stock trades at a very high P/E and some analysts/technical commentators warned of downside if execution or AI spending momentum slows. Read More.

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.