ARM (NASDAQ:ARM) Stock Jumps 4.9% – Time to Buy?

Posted by Stanley Muller on Sep 29th, 2026

Arm Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) was up 4.9% during trading on Tuesday. The company traded as high as $298.45 and last traded at $297.1160. Approximately 1,357,200 shares changed hands during mid-day trading, a decline of 83% from the average session volume of 7,763,555 shares. The stock had previously closed at $283.33.

Analysts Set New Price Targets

ARM has been the subject of a number of research reports. Royal Bank Of Canada cut their target price on shares of ARM from $475.00 to $340.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Susquehanna increased their price target on shares of ARM from $300.00 to $320.00 and gave the company a “positive” rating in a research report on Tuesday, July 21st. Raymond James Financial reissued an “outperform” rating and set a $166.00 price objective on shares of ARM in a research note on Tuesday, August 25th. Guggenheim restated a “buy” rating and set a $255.00 price objective on shares of ARM in a research report on Thursday, July 30th. Finally, Needham & Company LLC restated a “buy” rating and set a $255.00 price objective on shares of ARM in a research report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, ARM presently has a consensus rating of “Moderate Buy” and an average price target of $303.32.

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ARM Stock Performance

The company has a market capitalization of $317.91 billion, a PE ratio of 306.87, a price-to-earnings-growth ratio of 9.20 and a beta of 3.89. The stock’s fifty day simple moving average is $264.31 and its 200-day simple moving average is $256.24.

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 analysts’ consensus estimates of $0.40 by $0.05. ARM had a return on equity of 12.24% and a net margin of 20.25%.The company had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.26 billion. During the same quarter in the prior year, the company posted $0.35 EPS. The business’s revenue for the quarter was up 22.4% compared to the same quarter last year. On average, equities analysts anticipate that Arm Holdings PLC Sponsored ADR will post 1.15 EPS for the current year.

Insider Transactions at ARM

In other news, CFO Jason Child sold 10,400 shares of the stock in a transaction on Monday, September 21st. The shares were sold at an average price of $300.00, for a total value of $3,120,000.00. Following the completion of the sale, the chief financial officer owned 153,442 shares of the company’s stock, valued at $46,032,600. This represents a 6.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. QRG Capital Management Inc. grew its stake in ARM by 32.1% in the second quarter. QRG Capital Management Inc. now owns 9,591 shares of the company’s stock worth $3,401,000 after purchasing an additional 2,330 shares in the last quarter. Envestnet Portfolio Solutions Inc. acquired a new stake in ARM during the second quarter valued at approximately $2,755,000. IKE Capital LLC raised its stake in ARM by 88.7% during the second quarter. IKE Capital LLC now owns 5,331 shares of the company’s stock valued at $1,890,000 after buying an additional 2,506 shares in the last quarter. Capstone Financial Advisors Inc. bought a new position in ARM during the 2nd quarter worth approximately $308,000. Finally, MCF Advisors LLC grew its position in shares of ARM by 11.7% in the 2nd quarter. MCF Advisors LLC now owns 764 shares of the company’s stock worth $271,000 after acquiring an additional 80 shares in the last quarter. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

About ARM

(Get Free Report)

Arm Holdings plc (NASDAQ: ARM) is a semiconductor and software design company that develops intellectual property used to create energy-efficient computing products. Arm does not generally manufacture chips; instead, it licenses processor architectures, CPU cores, graphics technologies and related system IP to semiconductor companies and original equipment manufacturers, which incorporate them into their own products.

The company’s offerings include the Cortex family of CPUs for mobile, consumer, automotive and embedded applications; Neoverse platforms for cloud and data-center infrastructure; Mali graphics processing units; and Ethos neural processing units designed for artificial intelligence and machine-learning workloads.