ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report)’s stock price reached a new 52-week high during trading on Wednesday . The company traded as high as $325.00 and last traded at $321.52, with a volume of 10864800 shares traded. The stock had previously closed at $306.51.
Key ARM News
Here are the key news stories impacting ARM this week:
- Positive Sentiment: Arm’s new AGI CPU platform is drawing attention as a potential driver of AI data-center growth, with major cloud providers and hyperscalers — including Nvidia — adopting the architecture and Red Hat expanding its collaboration with Arm on integrated AI hardware/software stacks. Arm’s AGI CPUs Put AI Data Center Growth Story In Focus
- Positive Sentiment: Analysts and market commentary continue to frame ARM as a major beneficiary of the AI infrastructure buildout, helping fuel strong investor enthusiasm and recent outperformance. ARM Targets the AI Data Center Opportunity With New AGI CPU Push
- Positive Sentiment: One market note cited by the news flow said Arm could grow profits fivefold by 2030, reinforcing the bullish case around long-term earnings leverage and supporting the stock’s momentum. Arm Holdings (ARM) Soars 46% as Profits Seen Growing 5x
- Neutral Sentiment: Investor commentary and valuation-focused coverage suggest the shares have surged sharply, so some traders are now reassessing whether the stock’s high multiple leaves less room for error. Arm Holdings (ARM) Valuation Check After Strong Recent Share Price Momentum
- Neutral Sentiment: Insider selling by William Abbey may draw some attention, but it was a relatively small reduction in ownership and does not by itself change the company’s fundamental outlook. SEC insider filing
- Negative Sentiment: Arm is also facing a reported U.S. antitrust probe into its chip licensing practices, which could create legal and regulatory overhang if the inquiry intensifies. Arm Holdings plc (ARM) to Face US Antitrust Probe over Chip Tech, Bloomberg News Reports
Analyst Upgrades and Downgrades
Several equities research analysts have weighed in on ARM shares. Jefferies Financial Group set a $290.00 price objective on shares of ARM in a research report on Thursday, May 21st. Benchmark reissued a “hold” rating on shares of ARM in a research note on Thursday, February 5th. Guggenheim lifted their price objective on shares of ARM from $240.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. HSBC raised shares of ARM from a “reduce” rating to a “buy” rating and lifted their price target for the company from $90.00 to $205.00 in a research note on Friday, March 20th. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of ARM in a research note on Thursday, May 7th. Twenty research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $208.79.
ARM Stock Up 4.9%
The stock has a market capitalization of $339.69 billion, a price-to-earnings ratio of 382.76, a P/E/G ratio of 11.13 and a beta of 3.40. The business’s 50 day simple moving average is $186.99 and its 200-day simple moving average is $145.67.
ARM (NASDAQ:ARM – Get Free Report) last posted its earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. The firm had revenue of $1.49 billion during the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. On average, analysts expect that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current year.
Insider Buying and Selling at ARM
In other ARM news, CFO Jason Child sold 31,920 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $226.54, for a total transaction of $7,231,156.80. Following the transaction, the chief financial officer directly owned 174,232 shares in the company, valued at approximately $39,470,517.28. This represents a 15.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Spencer Collins sold 40,941 shares of the stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $215.00, for a total value of $8,802,315.00. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 279,266 shares of company stock worth $57,502,031.
Institutional Investors Weigh In On ARM
Several large investors have recently added to or reduced their stakes in the company. Compound Planning Inc. increased 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 acquiring an additional 69 shares during the last quarter. Rathbones Group PLC boosted 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 acquiring an additional 70 shares during the last quarter. Kovack Advisors Inc. raised its stake in shares of ARM by 2.0% during the third quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock worth $510,000 after acquiring an additional 72 shares in the last quarter. Murphy & Mullick Capital Management Corp lifted its position in ARM by 9.1% in the third quarter. Murphy & Mullick Capital Management Corp now owns 926 shares of the company’s stock valued at $135,000 after purchasing an additional 77 shares during the last quarter. Finally, Balboa Wealth Partners lifted its position in ARM by 2.7% in the third quarter. Balboa Wealth Partners now owns 3,108 shares of the company’s stock valued at $440,000 after purchasing an additional 83 shares during the last quarter. Hedge funds and other institutional investors own 7.53% of the company’s stock.
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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