ARM (NASDAQ:ARM) Trading Up 8.6% – Here’s Why

Posted by Brenda Bartman on Sep 17th, 2026

Arm Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) shares rose 8.6% during mid-day trading on Thursday . The stock traded as high as $267.00 and last traded at $264.90. 6,077,201 shares traded hands during trading, a decline of 22% from the average session volume of 7,765,334 shares. The stock had previously closed at $243.98.

ARM News Summary

Here are the key news stories impacting ARM this week:

Positive Sentiment: CEO Rene Haas said he is increasingly confident Arm can achieve approximately $2 billion in customer demand for its new AGI data-center CPU, an improvement from his confidence level at the company’s July earnings call. The comments helped position ARM among the Nasdaq’s top gainers. Arm CEO says he’s more confident its new AI chip can meet a loftier $2B revenue goal
Positive Sentiment: Haas described demand for Arm-based AI and data-center products as “off the charts,” with order books reportedly overflowing. Strong demand supports expectations for higher licensing, royalty and chip-related revenue as cloud providers expand AI infrastructure. Arm Holdings CEO: Demand is off the charts, the big constraint is going to be supply
Positive Sentiment: Synopsys joined Arm’s Total Design ecosystem for physical AI, a collaboration aimed at supporting autonomous systems and potentially broadening adoption of Arm-based designs in emerging AI applications. Synopsys Joins Arm Total Design for Physical AI to Advance Autonomous Systems
Neutral Sentiment: Despite the latest rally, ARM had previously fallen sharply over three months. Analysts point to expanding cloud-AI opportunities, but also note the stock’s very high valuation—about 36 times sales in one assessment—which leaves limited room for disappointments. ARM Stock Declines 39% in 3 Months: Is This a Buying Opportunity?
Negative Sentiment: The main constraint is supply: Arm and its partners may not be able to manufacture chips quickly enough to satisfy demand. Any delay in converting strong orders into shipments and revenue could limit near-term growth and increase execution risk. Arm’s CEO Says Demand Is ‘Off the Charts.’ The Problem Is Nobody Can Build Chips Fast Enough

Wall Street Analysts Forecast Growth

ARM has been the subject of several research reports. Royal Bank Of Canada dropped their target price on ARM from $475.00 to $340.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. UBS Group lowered their price objective on shares of ARM from $360.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Jefferies Financial Group restated a “buy” rating and issued a $320.00 price objective on shares of ARM in a report on Monday, July 20th. TD Cowen cut their target price on shares of ARM from $475.00 to $350.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Finally, New Street Research raised shares of ARM from a “neutral” rating to a “buy” rating and set a $260.00 target price on the stock in a research note on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $305.72.

Get Our Latest Research Report on ARM

ARM Stock Up 8.6%

The stock has a market capitalization of $282.93 billion, a PE ratio of 273.10, a price-to-earnings-growth ratio of 7.17 and a beta of 3.89. The stock has a fifty day moving average of $261.88 and a 200-day moving average of $245.97.

ARM (NASDAQ:ARM – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.40 by $0.05. The company had revenue of $1.29 billion for the quarter, compared to the consensus estimate of $1.26 billion. ARM had a return on equity of 12.24% and a net margin of 20.25%.ARM’s revenue was up 22.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.35 EPS. Equities research analysts expect that Arm Holdings PLC Sponsored ADR will post 1.15 EPS for the current year.

Insider Activity at ARM

In related news, CFO Jason Child sold 10,400 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $255.33, for a total transaction of $2,655,432.00. Following the sale, the chief financial officer directly owned 163,832 shares in the company, valued at approximately $41,831,224.56. This represents a 5.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Hyperion Asset Management Ltd increased its position in shares of ARM by 28.0% in the 4th quarter. Hyperion Asset Management Ltd now owns 1,836,185 shares of the company’s stock valued at $200,713,000 after purchasing an additional 401,594 shares during the last quarter. Capital Research Global Investors grew its stake in shares of ARM by 5.1% during the fourth quarter. Capital Research Global Investors now owns 1,805,110 shares of the company’s stock worth $197,332,000 after purchasing an additional 86,978 shares in the last quarter. Franklin Resources Inc. increased its holdings in ARM by 0.7% in the fourth quarter. Franklin Resources Inc. now owns 1,461,410 shares of the company’s stock valued at $159,747,000 after buying an additional 10,385 shares during the last quarter. Employees Provident Fund Board purchased a new position in ARM in the fourth quarter valued at $120,241,000. Finally, SG Americas Securities LLC raised its stake in ARM by 265.6% in the first quarter. SG Americas Securities LLC now owns 971,067 shares of the company’s stock valued at $146,903,000 after buying an additional 705,459 shares in the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

ARM Company Profile

(Get Free Report)

Arm Holdings plc is a semiconductor and software intellectual property company headquartered in Cambridge, England. Rather than manufacturing chips, Arm develops processor architectures and technology designs that it licenses to semiconductor companies, device manufacturers and other technology businesses for use in their own products.

Arm’s portfolio includes central processing unit (CPU) architectures and processor cores, graphics processing units (GPUs), systems IP, interconnect technology, security solutions and related software and development tools.