ARM’s (ARM) “Buy” Rating Reaffirmed at Rosenblatt Securities

ARM (NASDAQ:ARM)‘s stock had its “buy” rating reissued by stock analysts at Rosenblatt Securities in a research note issued on Wednesday,Benzinga reports. They currently have a $175.00 price target on the stock. Rosenblatt Securities’ target price indicates a potential upside of 7.73% from the stock’s current price.

Other equities research analysts have also recently issued reports about the stock. HSBC raised shares of ARM from a “reduce” rating to a “buy” rating and raised their price target for the stock from $90.00 to $205.00 in a research note on Friday, March 20th. Jefferies Financial Group set a $170.00 target price on shares of ARM in a research note on Thursday, February 5th. Citigroup downgraded ARM from a “buy” rating to a “hold” rating in a report on Tuesday, January 13th. UBS Group reduced their price target on ARM from $175.00 to $170.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Finally, Benchmark restated a “hold” rating on shares of ARM in a report on Thursday, February 5th. Eighteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, ARM currently has a consensus rating of “Moderate Buy” and a consensus price target of $166.78.

ARM Stock Performance

ARM stock traded up $27.48 during midday trading on Wednesday, reaching $162.44. The company’s stock had a trading volume of 15,347,480 shares, compared to its average volume of 6,313,803. The firm has a market capitalization of $171.62 billion, a PE ratio of 216.59, a P/E/G ratio of 9.45 and a beta of 4.11. ARM has a fifty-two week low of $80.00 and a fifty-two week high of $183.16. The stock’s 50 day simple moving average is $119.67 and its 200 day simple moving average is $134.01.

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

Institutional Investors Weigh In On ARM

Large investors have recently modified their holdings of the stock. GAMMA Investing LLC grew its position in shares of ARM by 126.0% during the third quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock worth $25,000 after buying an additional 97 shares in the last quarter. Grey Fox Wealth Advisors LLC acquired a new stake in ARM in the third quarter valued at $28,000. Mcguire Capital Advisors Inc. bought a new position in ARM during the 4th quarter valued at $30,000. Navalign LLC bought a new position in ARM during the 4th quarter valued at $33,000. Finally, FWL Investment Management LLC acquired a new position in ARM during the 2nd quarter worth $34,000. Institutional investors and hedge funds own 7.53% of the company’s stock.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled the AGI CPU, its first in‑house data‑center chip designed for “agentic AI,” and CEO guidance included multi‑billion dollar/quoted $15B–$25B revenue potential by 2031 — a clear growth thesis for investors. CNBC: Arm jumps 13% in premarket after saying first in-house chip set to generate $15 billion in revenue
• Positive Sentiment: Meta is signed as the launch customer and Arm cited other large cloud/AI partners, giving credibility to early demand for the new CPU and easing go‑to‑market concerns. Meta press release: Meta Partners With Arm
• Positive Sentiment: Multiple brokerages raised targets and ratings this morning (notable calls: Guggenheim, RBC, Wells Fargo, Raymond James), signaling institutional bullishness and supporting momentum in the stock. TickerReport: analyst coverage roundup
• Positive Sentiment: Broader market tailwinds (VIX pullback, Nasdaq strength) are lifting tech names, amplifying the rally in high‑beta stocks like ARM. 247WallSt: VIX Crashes
• Neutral Sentiment: Coverage notes that incumbents (Nvidia, Intel, AMD) are watching closely; early takes vary on whether Arm’s entry will meaningfully displace market leaders — may be more of a multi‑year story than an immediate share‑take event. Barron’s: What Arm’s First AI Chip Means for Nvidia
• Negative Sentiment: Strategic risk — moving from IP licensing to selling silicon introduces manufacturing, capital and margin risks and could complicate partner relationships; some analysts remain cautious (Deutsche Bank maintained a “hold” despite raising its target). Reuters: Arm jumps as new AI chip to drive billions

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.