ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) Receives $230.04 Average Target Price from Analysts

Shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) have been given a consensus rating of “Moderate Buy” by the twenty-seven ratings firms that are currently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, six have issued a hold rating and twenty have issued a buy rating on the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $239.00.

ARM has been the subject of a number of analyst reports. TD Cowen boosted their price objective on ARM from $165.00 to $265.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of ARM in a report on Monday, April 20th. Bank of America upped their price target on ARM from $245.00 to $335.00 and gave the company a “neutral” rating in a report on Thursday. HSBC raised ARM from a “reduce” rating to a “buy” rating and upped their price target for the company from $90.00 to $205.00 in a report on Friday, March 20th. Finally, Rosenblatt Securities upped their price target on ARM from $175.00 to $270.00 and gave the company a “buy” rating in a report on Thursday, May 7th.

ARM Stock Performance

Shares of ARM stock opened at $380.81 on Wednesday. ARM has a one year low of $100.02 and a one year high of $427.99. The company has a market cap of $406.74 billion, a PE ratio of 453.35, a P/E/G ratio of 12.43 and a beta of 3.78. The business has a 50-day simple moving average of $243.82 and a 200-day simple moving average of $165.14.

ARM (NASDAQ:ARM) last announced its quarterly earnings data on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%.The business had revenue of $1.49 billion during the quarter. On average, sell-side analysts predict that ARM will post 1.12 earnings per share for the current fiscal year.

Insider Transactions at ARM

In related news, insider Richard Roy Grisenthwaite sold 24,339 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $209.15, for a total value of $5,090,501.85. Following the completion of the transaction, the insider directly owned 5,543 shares of the company’s stock, valued at $1,159,318.45. This represents a 81.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Laura Kathleen Bartels sold 11,306 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $392.70, for a total value of $4,439,866.20. Following the completion of the transaction, the chief accounting officer directly owned 12,135 shares of the company’s stock, valued at $4,765,414.50. This trade represents a 48.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 301,338 shares of company stock valued at $66,030,158 over the last three months.

Hedge Funds Weigh In On ARM

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ARM. Morgan Stanley boosted its holdings in shares of ARM by 1.2% in the fourth quarter. Morgan Stanley now owns 3,783,006 shares of the company’s stock valued at $413,521,000 after acquiring an additional 45,314 shares during the period. Invesco Ltd. boosted its holdings in shares of ARM by 36.9% in the fourth quarter. Invesco Ltd. now owns 2,426,850 shares of the company’s stock valued at $265,279,000 after acquiring an additional 654,727 shares during the period. Coatue Management LLC boosted its holdings in shares of ARM by 1.8% in the fourth quarter. Coatue Management LLC now owns 2,300,000 shares of the company’s stock valued at $251,413,000 after acquiring an additional 40,174 shares during the period. Wellington Management Group LLP boosted its holdings in shares of ARM by 41.6% in the fourth 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 during the period. Finally, Schroder Investment Management Group boosted its holdings in shares of ARM by 11.0% in the fourth 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 during the period. 7.53% of the stock is owned by institutional investors and hedge funds.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm shares rallied after multiple Wall Street firms lifted price targets and highlighted growing demand tied to “agentic AI,” data-center CPUs, and broader AI infrastructure opportunities. Arm Holdings Rallies As Agentic AI Spark Triggers Wave Of Wall Street Upgrades
• Positive Sentiment: Bank of America raised its price target on Arm, reinforcing the view that the company’s licensing model and expanding AI chip opportunities could support further upside. Benzinga report on BofA target increase
• Positive Sentiment: New coverage describing Arm as a leading pure-play on agentic AI infrastructure helped fuel investor enthusiasm, with some commentary suggesting the stock still has long-term AI upside despite a recent run-up. Is Arm Holdings plc (ARM) A Good Stock To Buy Now?
• Neutral Sentiment: Arm also unveiled new mobile graphics technology, including an Android DLSS-style feature and Unreal Engine MegaLights support, which showcases product innovation but is not yet a direct earnings driver. Arm is bringing Android its own version of DLSS – game with Unreal MegaLights will show it off
• Negative Sentiment: Fresh reporting that the FTC is investigating Arm’s licensing practices could create regulatory overhang, especially as the company expands beyond IP licensing into chip-related initiatives. FTC Probe Puts Arm Licensing Model And AGI CPU Plans In Focus

ARM Company Profile

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.