ARM (NASDAQ:ARM) Stock Price Expected to Rise, TD Cowen Analyst Says

ARM (NASDAQ:ARM) had its price target upped by analysts at TD Cowen from $175.00 to $190.00 in a research note issued on Thursday. The brokerage presently has a “buy” rating on the stock. TD Cowen’s price objective points to a potential upside of 18.61% from the stock’s current price.

Several other equities analysts have also recently weighed in on the stock. The Goldman Sachs Group began coverage on shares of ARM in a research note on Thursday, July 10th. They set a “neutral” rating and a $160.00 price target for the company. Seaport Res Ptn raised shares of ARM to a “strong-buy” rating in a research report on Monday, August 11th. Raymond James Financial boosted their price target on shares of ARM from $140.00 to $165.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. BNP Paribas Exane upgraded ARM from a “neutral” rating to an “outperform” rating and set a $210.00 price objective for the company in a report on Wednesday, July 16th. Finally, BNP Paribas raised ARM from a “neutral” rating to an “outperform” rating and lifted their target price for the company from $110.00 to $210.00 in a research report on Wednesday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, ARM has a consensus rating of “Moderate Buy” and an average target price of $173.55.

ARM Trading Down 0.3%

Shares of ARM opened at $160.19 on Thursday. The stock has a market cap of $169.24 billion, a P/E ratio of 242.71, a price-to-earnings-growth ratio of 10.10 and a beta of 4.11. The stock’s 50-day moving average price is $154.79 and its two-hundred day moving average price is $143.97. ARM has a 1 year low of $80.00 and a 1 year high of $183.16.

ARM (NASDAQ:ARM) last posted its earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.06. ARM had a return on equity of 15.56% and a net margin of 16.96%.The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.06 billion. During the same period in the previous year, the company posted $0.30 earnings per share. The company’s revenue for the quarter was up 34.5% on a year-over-year basis. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. As a group, equities analysts forecast that ARM will post 0.9 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Swedbank AB acquired a new position in ARM during the first quarter worth about $18,667,000. Integrated Wealth Concepts LLC increased its position in ARM by 24.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 10,465 shares of the company’s stock worth $1,118,000 after purchasing an additional 2,025 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in ARM by 12.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 107,728 shares of the company’s stock valued at $11,505,000 after purchasing an additional 11,953 shares during the last quarter. Global X Japan Co. Ltd. boosted its position in ARM by 638.4% in the second quarter. Global X Japan Co. Ltd. now owns 80,239 shares of the company’s stock valued at $12,978,000 after buying an additional 69,372 shares in the last quarter. Finally, Hoey Investments Inc. grew its stake in shares of ARM by 159.3% during the second quarter. Hoey Investments Inc. now owns 15,206 shares of the company’s stock worth $2,459,000 after buying an additional 9,341 shares during the last quarter. 7.53% of the stock is owned by institutional investors.

ARM Company Profile

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries.