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

ARM (NASDAQ:ARM) had its price target upped by stock analysts at Wells Fargo & Company from $150.00 to $165.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 5.54% from the stock’s current price.

Several other equities research analysts also recently weighed in on the stock. KeyCorp reissued an “overweight” rating on shares of ARM in a research report on Thursday, February 5th. Morgan Stanley dropped their price objective on ARM from $180.00 to $135.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Oddo Bhf set a $170.00 target price on shares of ARM in a research note on Monday, January 5th. Evercore decreased their target price on shares of ARM from $215.00 to $170.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Finally, Susquehanna raised ARM from a “neutral” rating to a “positive” rating and set a $150.00 price target on the stock in a report on Wednesday, January 21st. Eighteen equities research 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. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $165.95.

ARM Stock Performance

Shares of ARM opened at $156.34 on Wednesday. ARM has a fifty-two week low of $80.00 and a fifty-two week high of $183.16. The firm’s 50-day simple moving average is $119.67 and its two-hundred day simple moving average is $134.01. The stock has a market cap of $165.17 billion, a PE ratio of 206.93, a price-to-earnings-growth ratio of 9.45 and a beta of 4.11.

ARM (NASDAQ:ARM) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.43 EPS for the quarter, beating the consensus estimate of $0.41 by $0.02. The company had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. ARM’s revenue for the quarter was up 26.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.39 EPS. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. Equities research analysts predict that ARM will post 0.9 EPS for the current year.

Institutional Investors Weigh In On ARM

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

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm launched its first in‑house AGI CPU for data centers and announced Meta as a launch customer — a major strategic shift from pure licensing that could open a new revenue stream. Business Wire: Arm Expands Compute Platform
• Positive Sentiment: Management projected multibillion‑dollar annual revenue from the new silicon business (reports cite figures in the $15B–$25B range by 2031), which drove strong investor enthusiasm. Reuters: Arm expects new AI chip to add billions
• Positive Sentiment: Analyst upgrades followed: Guggenheim raised its price target to $240 and gave a Buy, and Raymond James moved to Outperform with a $166 target — signaling bullish sell‑side sentiment. Benzinga: Analyst Upgrades
• Neutral Sentiment: Coverage highlights industry implications of Arm entering silicon (analysis pieces on how the move could reshape AI hardware markets); impact depends on execution and timelines. Proactive: Arm’s chip gamble analysis
• Neutral Sentiment: Reported short‑interest data in some feeds shows strange/zero values and appears unreliable, so it’s not a useful near‑term signal.
• Negative Sentiment: Moving from IP licensing to selling silicon brings capital intensity, manufacturing/customer support and margin risk; investors may be discounting execution and competitive threats from Nvidia, Intel and AMD. Barron’s: What Arm’s chip means for Nvidia
• Negative Sentiment: High valuation (rich P/E and PEG) raises sensitivity to any execution hiccups or slower monetization, which likely contributes to today’s down move despite the positive headlines.

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.