ARM (NASDAQ:ARM) Stock Price Up 17.4% – Time to Buy?

Posted by Brian Himes on Aug 4th, 2026

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report)’s stock price traded up 17.4% on Tuesday . The company traded as high as $283.27 and last traded at $280.56. Approximately 9,685,416 shares traded hands during trading, an increase of 13% from the average daily volume of 8,586,719 shares. The stock had previously closed at $239.06.

Wall Street Analyst Weigh In

ARM has been the subject of several recent research reports. Barclays lifted their target price on shares of ARM from $250.00 to $360.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. HSBC downgraded shares of ARM from a “buy” rating to a “hold” rating and raised their price objective for the stock from $255.00 to $315.00 in a report on Tuesday, July 14th. Susquehanna lifted their price objective on shares of ARM from $300.00 to $320.00 and gave the company a “positive” rating in a research note on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of ARM in a research note on Thursday, May 7th. Finally, Bank of America restated a “neutral” rating on shares of ARM in a research report on Thursday, July 30th. Eighteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $285.33.

Get Our Latest Stock Analysis on ARM

ARM Trading Up 17.4%

The stock has a fifty day simple moving average of $327.29 and a two-hundred day simple moving average of $214.54. The firm has a market cap of $299.66 billion, a PE ratio of 289.24, a price-to-earnings-growth ratio of 7.12 and a beta of 3.91.

ARM (NASDAQ:ARM – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.40 by $0.05. ARM had a net margin of 20.25% and a return on equity of 12.24%. The firm had revenue of $1.29 billion for the quarter, compared to the consensus estimate of $1.26 billion. During the same period in the prior year, the firm posted $0.35 earnings per share. The company’s revenue for the quarter was up 22.4% on a year-over-year basis. ARM has set its Q2 2027 guidance at 0.430-0.510 EPS. As a group, sell-side analysts predict that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Charlotte Claire Eaton sold 7,805 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $290.01, for a total transaction of $2,263,528.05. Following the sale, the insider owned 5,000 shares of the company’s stock, valued at approximately $1,450,050. This represents a 60.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider William Abbey sold 6,566 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $402.72, for a total transaction of $2,644,259.52. Following the completion of the sale, the insider owned 20,563 shares in the company, valued at $8,281,131.36. This represents a 24.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 216,049 shares of company stock worth $52,101,605.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Morgan Stanley boosted its stake in ARM by 1.2% during the fourth quarter. Morgan Stanley now owns 3,783,006 shares of the company’s stock valued at $413,521,000 after buying an additional 45,314 shares during the period. Invesco Ltd. increased its stake in ARM by 36.9% in the 4th quarter. Invesco Ltd. now owns 2,426,850 shares of the company’s stock worth $265,279,000 after acquiring an additional 654,727 shares during the last quarter. Coatue Management LLC increased its stake in ARM by 1.8% in the 4th quarter. Coatue Management LLC now owns 2,300,000 shares of the company’s stock worth $251,413,000 after acquiring an additional 40,174 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of ARM by 41.6% in the 4th quarter. Wellington Management Group LLP now owns 2,149,159 shares of the company’s stock valued at $234,925,000 after acquiring an additional 631,576 shares in the last quarter. Finally, Schroder Investment Management Group raised its holdings in shares of ARM by 11.0% in the 4th quarter. Schroder Investment Management Group now owns 1,891,310 shares of the company’s stock valued at $206,739,000 after acquiring an additional 187,035 shares in the last quarter. Institutional investors own 7.53% of the company’s stock.

About ARM

(Get Free Report)

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.