ARM (NASDAQ:ARM) Shares Climb 2.8% – Time to Buy?

Posted by Geri Gentry on Oct 17th, 2026

Arm Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) shares shot up 2.8% on Thursday. The stock traded as high as $245.87 and last traded at $244.79. Approximately 6,522,704 shares changed hands during mid-day trading, a decline of 14% from the average daily volume of 7,610,085 shares. The stock had previously closed at $238.01.

More ARM News

Here are the key news stories impacting ARM this week:

Positive Sentiment: Arm’s annualized contract value increased 13% to $1.73 billion, suggesting continued momentum in licensing ahead of its fiscal second-quarter results. Can ARM’s 13% Contract Value Growth Sustain Momentum in Q2?
Positive Sentiment: Microsoft’s addition of native Python support for Windows on Arm PCs could improve software compatibility and support broader adoption of Arm-based computers. Microsoft Brings Native Python Support to Windows on Arm PCs
Positive Sentiment: Analysts continue to highlight Arm’s dominant smartphone architecture and expansion into AI data centers as long-term growth opportunities, although those prospects are already reflected in the stock’s premium valuation. Advanced Micro Devices vs. Arm

Analyst Ratings Changes

Several brokerages recently commented on ARM. Needham & Company LLC reiterated a “buy” rating and set a $255.00 price target on shares of ARM in a report on Thursday, July 30th. Rosenblatt Securities cut their target price on shares of ARM from $270.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Benchmark started coverage on ARM in a research report on Thursday, July 16th. They issued a “hold” rating for the company. Guggenheim reissued a “buy” rating and set a $255.00 target price on shares of ARM in a research report on Thursday, July 30th. Finally, Susquehanna raised their price target on ARM from $300.00 to $320.00 and gave the stock a “positive” rating in a report on Tuesday, July 21st. One 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $303.32.

View Our Latest Analysis on ARM

ARM Stock Down 6.9%

The firm has a market capitalization of $243.31 billion, a PE ratio of 234.85, a price-to-earnings-growth ratio of 7.26 and a beta of 3.78. The business has a 50-day moving average price of $267.27 and a 200-day moving average price of $269.32.

ARM (NASDAQ:ARM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. 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 business had revenue of $1.29 billion during the quarter, compared to the consensus estimate of $1.26 billion. During the same quarter last year, the firm earned $0.35 EPS. The business’s revenue was up 22.4% compared to the same quarter last year. On average, equities research analysts anticipate that Arm Holdings PLC Sponsored ADR will post 1.15 earnings per share for the current year.

Insider Buying and Selling at ARM

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 shares were sold at an average price of $300.00, for a total transaction of $3,120,000.00. Following the sale, the chief financial officer owned 153,442 shares of the company’s stock, valued at approximately $46,032,600. This trade represents a 6.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. KRS Capital Management LLC lifted its holdings in shares of ARM by 8.4% during the third quarter. KRS Capital Management LLC now owns 1,568 shares of the company’s stock worth $454,000 after purchasing an additional 121 shares during the period. TD Waterhouse Canada Inc. increased its stake in ARM by 2.7% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 19,181 shares of the company’s stock valued at $5,614,000 after buying an additional 507 shares during the period. Walser Wealth Management Company A Ltd Liability Co acquired a new position in ARM in the 3rd quarter valued at $407,000. AdvisorNet Financial Inc raised its position in ARM by 5.4% during the 3rd quarter. AdvisorNet Financial Inc now owns 1,841 shares of the company’s stock worth $533,000 after buying an additional 94 shares during the last quarter. Finally, Mystic Asset Management Inc. raised its position in ARM by 8.5% during the 3rd quarter. Mystic Asset Management Inc. now owns 1,665 shares of the company’s stock worth $482,000 after buying an additional 130 shares during the last quarter. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM Company Profile

(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.