ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the twenty-seven research firms that are currently covering the stock, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, six have assigned a hold recommendation and twenty have given a buy recommendation to the company. The average 1 year price target among brokerages that have covered the stock in the last year is $203.7917.
ARM has been the subject of a number of analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of ARM in a research note on Monday, April 20th. JPMorgan Chase & Co. reduced their price objective on shares of ARM from $180.00 to $145.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Susquehanna increased their price objective on shares of ARM from $170.00 to $210.00 and gave the stock a “positive” rating in a research note on Thursday, April 16th. Raymond James Financial reissued an “outperform” rating on shares of ARM in a research note on Thursday, May 7th. Finally, Mizuho increased their price objective on shares of ARM from $230.00 to $255.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 6th.
Read Our Latest Research Report on ARM
ARM Trading Up 15.0%
ARM (NASDAQ:ARM – Get Free Report) last released its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 earnings per share for the quarter. The business had revenue of $1.49 billion for the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. Equities analysts forecast that ARM will post 1.12 earnings per share for the current fiscal year.
Insider Transactions at ARM
In other news, insider Spencer Collins sold 51,961 shares of the stock in a transaction on Monday, May 11th. The shares were sold at an average price of $211.73, for a total value of $11,001,702.53. Following the completion of the sale, the insider directly owned 51,125 shares of the company’s stock, valued at $10,824,696.25. This represents a 50.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Jason Child sold 21,280 shares of the stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $180.00, for a total transaction of $3,830,400.00. Following the completion of the sale, the chief financial officer directly owned 153,426 shares of the company’s stock, valued at approximately $27,616,680. This trade represents a 12.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 168,589 shares of company stock valued at $31,508,607.
Hedge Funds Weigh In On ARM
Several institutional investors have recently bought and sold shares of the stock. Compound Planning Inc. grew its stake in ARM by 4.6% during 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 grew its stake in ARM by 3.0% during the third quarter. Ritholtz Wealth Management now owns 2,439 shares of the company’s stock valued at $345,000 after acquiring an additional 70 shares in the last quarter. Rathbones Group PLC grew its stake in ARM by 0.7% during the third quarter. Rathbones Group PLC now owns 10,552 shares of the company’s stock valued at $1,493,000 after acquiring an additional 70 shares in the last quarter. Nwam LLC grew its stake in ARM by 4.3% during the third quarter. Nwam LLC now owns 1,711 shares of the company’s stock valued at $242,000 after acquiring an additional 71 shares in the last quarter. Finally, Kovack Advisors Inc. grew its stake in ARM by 2.0% during the third quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock valued at $510,000 after acquiring an additional 72 shares in the last quarter. 7.53% of the stock is owned by hedge funds and other institutional investors.
ARM News Summary
Here are the key news stories impacting ARM this week:
- Positive Sentiment: Bernstein initiated coverage on ARM with an outperform rating and a $300 price target, highlighting upside tied to Arm’s AI infrastructure and CPU growth potential.
- Positive Sentiment: TD Cowen also turned more constructive, raising its price target to $265 from $165 and reiterating a Buy, citing a stronger AGI CPU growth narrative.
- Positive Sentiment: Media coverage pointed to renewed enthusiasm for Arm as a key beneficiary of AI-driven semiconductor demand, helping extend the stock’s strong upward trend.
- Neutral Sentiment: Several insider sales were disclosed, but they were described as pre-arranged Rule 10b5-1 transactions tied to equity compensation tax withholding, which makes them less meaningful as a business signal.
- Negative Sentiment: Yahoo Finance reported that ARM fell on news of a possible U.S. antitrust probe, raising concerns about future scrutiny of Arm’s licensing model and creating some regulatory overhang. Article: Arm Falls on Reported US Antitrust Probe
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.
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