Gainplan LLC Purchases New Stake in Arm Holdings PLC Sponsored ADR $ARM

Posted by Francis Steltz on Oct 9th, 2026

Gainplan LLC purchased a new stake in shares of Arm Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,500 shares of the company’s stock, valued at approximately $724,000.

Several other institutional investors also recently bought and sold shares of ARM. Hyperion Asset Management Ltd increased its position in shares of ARM by 28.0% in the fourth quarter. Hyperion Asset Management Ltd now owns 1,836,185 shares of the company’s stock worth $200,713,000 after acquiring an additional 401,594 shares in the last quarter. Franklin Resources Inc. boosted its position in ARM by 0.7% during the 4th quarter. Franklin Resources Inc. now owns 1,461,410 shares of the company’s stock worth $159,747,000 after purchasing an additional 10,385 shares during the period. SG Americas Securities LLC boosted its position in ARM by 265.6% during the 1st quarter. SG Americas Securities LLC now owns 971,067 shares of the company’s stock worth $146,903,000 after purchasing an additional 705,459 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in ARM by 1,203.5% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 945,152 shares of the company’s stock valued at $142,983,000 after purchasing an additional 872,644 shares in the last quarter. Finally, Employees Provident Fund Board acquired a new stake in ARM in the 4th quarter valued at $120,241,000. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Bank of America restated a “neutral” rating and set a $335.00 price objective (up from $245.00) on shares of ARM in a research note on Thursday, July 30th. Royal Bank Of Canada lowered their target price on ARM from $475.00 to $340.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Benchmark initiated coverage on ARM in a research report on Thursday, July 16th. They set a “hold” rating on the stock. Weiss Ratings restated a “hold (c)” rating on shares of ARM in a report on Friday, July 17th. Finally, Sanford C. Bernstein set a $500.00 price target on ARM in a report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $303.32.

Check Out Our Latest Report on ARM

ARM Price Performance

NASDAQ:ARM opened at $275.29 on Friday. The firm has a 50-day moving average of $269.58 and a two-hundred day moving average of $265.87. The stock has a market cap of $294.03 billion, a P/E ratio of 283.81, a PEG ratio of 8.73 and a beta of 3.78. Arm Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $452.70.

ARM (NASDAQ:ARM – Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.26 billion. During the same period last year, the firm earned $0.35 earnings per share. The company’s revenue was up 22.4% on a year-over-year basis. As a group, equities analysts expect that Arm Holdings PLC Sponsored ADR will post 1.15 earnings per share for the current year.

ARM News Summary

Here are the key news stories impacting ARM this week:

Positive Sentiment: Arm’s CPU architecture is used across major AI platforms, while customer demand for its flagship CPU has exceeded management’s previous projections. This supports the view that AI-related growth could be stronger than current Wall Street estimates. Wall Street May Be Underestimating Arm’s AI Opportunity
Positive Sentiment: The recent 11.5% rebound reflects investor optimism about Arm’s exposure to AI and data-center expansion. The company’s royalty-based business model could benefit as demand grows for chips built on Arm designs. ARM Stock Rebounds 11.5% in a Month: Is it a Buy Right Now?
Neutral Sentiment: A valuation model places Arm’s price target at $284.70, below the cited market price of $302.56, although the article argues that some models may be underestimating the company’s AI opportunity. This highlights a disagreement between fundamental valuation and growth expectations. Arm AI Opportunity Price Target
Negative Sentiment: Arm trades at approximately 43.54 times forward sales, leaving little room for execution problems or slower growth. The elevated valuation makes the stock’s entry point difficult despite its strong AI narrative. Zacks ARM Valuation Analysis
Negative Sentiment: Arm and Qualcomm are in federal court over licensing agreements and potentially billions of dollars in royalty payments. An unfavorable outcome could affect royalty revenue and Arm’s approach to licensing future chip designs. Arm Holdings Heads to Trial Over Royalty Payments
Negative Sentiment: Valve’s confirmation that Steam for Linux remains unsupported on Arm hardware underscores ongoing software-compatibility limitations that could slow broader adoption outside AI and specialized computing. Valve Confirms Steam for Linux on Arm Hardware Is Unsupported

Insiders Place Their Bets

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

About ARM

(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.