ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) Receives $174.83 Consensus Target Price from Analysts

Shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) have been given a consensus recommendation of “Moderate Buy” by the twenty-five analysts that are covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, six have issued a hold recommendation and eighteen have issued a buy recommendation on the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $174.8333.

ARM has been the topic of a number of recent research reports. Guggenheim lifted their target price on shares of ARM from $201.00 to $240.00 and gave the company a “buy” rating in a report on Wednesday, March 25th. KeyCorp reaffirmed an “overweight” rating on shares of ARM in a report on Thursday, February 5th. Citigroup cut shares of ARM from a “buy” rating to a “hold” rating in a report on Tuesday, January 13th. Benchmark reaffirmed a “hold” rating on shares of ARM in a report on Thursday, February 5th. Finally, Mizuho lifted their target price on shares of ARM from $160.00 to $230.00 and gave the company an “outperform” rating in a report on Monday, April 6th.

Insiders Place Their Bets

In related news, CFO Jason Child sold 21,280 shares of ARM stock in a transaction on Wednesday, March 25th. The shares were sold at an average price of $148.37, for a total value of $3,157,313.60. Following the transaction, the chief financial officer directly owned 174,706 shares in the company, valued at $25,921,129.22. This trade represents a 10.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Rene A. Haas sold 23,867 shares of ARM stock in a transaction on 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 completion of the transaction, 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. Over the last quarter, insiders sold 83,712 shares of company stock worth $13,614,730.

Hedge Funds Weigh In On ARM

A number of hedge funds and other institutional investors have recently bought and sold shares of ARM. GAMMA Investing LLC grew its position in ARM by 126.0% in the 3rd quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock valued at $25,000 after buying an additional 97 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in ARM in the 3rd quarter valued at $28,000. Mcguire Capital Advisors Inc. purchased a new position in ARM in the 4th quarter valued at $30,000. Navalign LLC purchased a new position in ARM in the 4th quarter valued at $33,000. Finally, FWL Investment Management LLC purchased a new position in ARM in the 2nd quarter valued at $34,000. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled an AGI CPU with 136 Neoverse V3 cores aimed at AI agents — a material product development that supports ARM’s move into high‑performance IP and in‑house silicon, strengthening its addressable market in datacenter/AI chips. Article Title
• Positive Sentiment: AMI firmware validation for Arm AGI CPU platforms — validation by a firmware partner expedites customer deployment and reduces integration friction, supporting faster revenue realization from new silicon. Article Title
• Positive Sentiment: Susquehanna raised its price target to $210 and analysts are increasingly bullish, reflecting expectations for ARM’s CPU royalties and expansion beyond smartphones into datacenter/AI. Analyst upgrades can lift sentiment and demand for the shares. Article Title
• Positive Sentiment: Investor Bill Baruch publicly bought ARM, citing the pivot to AI chips and a recent Meta deal as catalysts — fresh insider/investor buying signals conviction from market participants. Article Title
• Positive Sentiment: High-profile retail/media endorsement — Jim Cramer recommended buying ARM on his Lightning Round, which can drive short‑term retail interest and volume. Article Title
• Positive Sentiment: CEO Rene Haas taking an added role at SoftBank Group International signals closer strategic alignment with SoftBank, potentially smoothing partnerships and capital access. Article Title
• Neutral Sentiment: Stock hit all‑time highs ahead of Q1 earnings — markets often re‑rate ahead of results; this raises expectations but also increases the risk of a post‑earnings pullback if guidance disappoints. Article Title
• Neutral Sentiment: Coverage pieces and idea features (Zacks, Yahoo) are highlighting ARM alongside other tech winners — positive for visibility but mixed impact on fundamentals. Article Title
• Neutral Sentiment: Articles questioning valuation (“Is the valuation justified?”) signal growing debate over how much AI upside is already priced in — keeps sentiment sensitive to execution. Article Title
• Negative Sentiment: CFO Jason Child sold 21,280 shares under a pre‑arranged Rule 10b5‑1 plan (12% reduction of his holding) — insider selling can be perceived negatively, though the 10b5‑1 disclosure and continued large ownership temper the signal. Article Title
• Negative Sentiment: Analyst comparison (Zacks) favors peers like Coherent for faster near‑term AI datacenter growth — highlights competitive risk and potential relative underperformance if peers outpace ARM on near‑term metrics. Article Title

ARM Price Performance

Shares of ARM stock opened at $204.61 on Tuesday. The firm’s fifty day simple moving average is $140.00 and its 200-day simple moving average is $136.04. The stock has a market capitalization of $216.17 billion, a price-to-earnings ratio of 272.81, a PEG ratio of 8.86 and a beta of 3.33. ARM has a 12 month low of $100.02 and a 12 month high of $210.80.

ARM (NASDAQ:ARM) last announced its earnings results on Thursday, February 5th. The company reported $0.43 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.02. The business had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. The company’s quarterly revenue was up 26.3% on a year-over-year basis. During the same period in the previous year, the company posted $0.39 EPS. Analysts anticipate that ARM will post 0.85 earnings per share for the current year.

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.